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growth strategy

1088: Driving Growth with a Builder’s Mindset | Naeem Ishaq, CFO, Checkr

It was a first meeting Naeem Ishaq tells us he’ll never forget: stepping into the Chief Product Officer’s office at Salesforce, he began pitching a bold new pricing model. Yet the officer cut him off, bluntly telling him to “figure out the (numbers) first, then we can talk strategy.” Ishaq admits the numbers he had…
Listen to the Episode Below (0:52:29)
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Simplify, Measure, Accelerate | Jason Lee, CFO, Faire

FINANCE STRATEGIC MOMENT | CFO JASON LEE At Faire, Jason redefined how the company measured growth by simplifying customer behavior analytics. Initially, the company tracked broad volume and percentage-based growth metrics, but Jason shifted the focus to two core drivers: discovery volume (new product trials) and reorder rate (repeat purchases). Now Watch the Complete Episode […]

1080: Reframing Your Drivers of Growth | Jason Lee, CFO, Faire

It was a moment of “shock and awe” that Jason Lee says shapes his strategic mindset. Soon after joining Square, he discovered a major partnership with Starbucks that was quietly bleeding millions of dollars and threatened Square’s financial runway. “We had to swarm the problem,” Lee tells us. The team renegotiated terms and preserved the…
Listen to the Episode Below (0:58:17)
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 From Black Box to Control Tower

A former customer turned advocate, Stuart Leung joined Flexport when it was still a fast-growing startup lacking formal finance structures. In just a few months as CFO, he oversaw a thorough margin-improvement effort involving 15 “big rock” initiatives, uniting cross-functional teams to boost efficiency and profitability. He now focuses on AI-based automation, using new technology […]

1078: From Black Box to Control Tower | Stuart Leung, CFO, Flexport

Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company’s growing margin pressures stemmed not from a single root cause but from many. From pricing misalignment to invoice errors, Leung had compiled a lengthy list of snags. Along the way, he began empowering…
Listen to the Episode Below (0:56:29)
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1067: The Power of Storytelling in Scaling Businesses | Matt Collis, CFO, PairSoft

For Matt Collis, CFO of PairSoft, storytelling is more than a skill—it’s a strategic tool for aligning teams and scaling businesses. Whether leading acquisitions or guiding cross-functional teams, Collis uses financial narratives to clarify priorities and inspire action. “Someone has to be the storyteller,” Collis tells us, emphasizing how framing financial data in relatable terms…
Listen to the Episode Below (0:48:24)
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CFO David Morris on Guardian Pharmacy’s Road to IPO and Growth Strategy

In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]