` Inside The Mentoring Round, CFO Carol Lee of LogicMonitor discusses the key lessons that can be learned from the buy-side and sell-side of M&A, why financial planning must be your organization’s numerical roadmap, and the strategic advantages AI is bringing to financial analysis and customer interactions.
1,011: Balancing Agility and Structure for Strategic Growth | Carol Lee, CFO, LogicMonitor
Beginning her career as an analyst, Carol Lee honed her technical skills both in pre-revenue start-ups and a multinational corporation with over $10 billion in revenue. These contrasting environments, she tells us, equipped her with a unique perspective on what it takes to be both scrappy and scalable. CFOTL: Tell us about LogicMonitor … what…
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The Mentoring Round | Michael O’Grady, CFO, Permutive
Inside The Mentoring Round, CFO Michael O’Grady explains how he initially struggled to understand why he wasn’t succeeding despite positive feedback from colleagues. O’Grady explains how he developed strategies to block time for important tasks and manage daily operational duties more efficiently. O’Grady Highlights the importance of clear communication and education about key financial metrics […]
The Mentoring Round | Dan Murphy, CFO, Commercetools
Inside The Mentoring Round, CFO Dan Murphy emphasizes the importance of understanding the underlying factors behind key metrics such as net dollar retention. This involves analyzing why certain customers are buying more and why others aren’t, which can reveal insights into product or service improvements.Looking ahead, his priorities include maintaining rigorous execution, structuring the organization […]
The Mentoring Round | Jennifer Loo, CFO, Tala
Inside The Mentoring Round, CFO Jennifer Loo explains why the metric of customer lifetime value (CLV) is her core indicator of business performance, emphasizing the importance of delivering value to customers and understanding their engagement and commitment. Loo emphasizes the importance of finance professionals keeping their “heads up” — engaging beyond spreadsheets to understand broader […]
986: Blending Finance With Operational Ingenuity | Erin Sawyer, CFO, Certinia
Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer's professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial…
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The Mentoring Round | Matt Wolf, CFO, DRINKS
Inside The Mentoring Round, CFO Matt Wolf highlights his broad perspective, gained from a background in data analytics and software, which enables him to understand and support various organizational functions beyond finance. By minimizing surprises through transparency and openness, Wolf believes this can be a strategic advantage, reducing the need to be reactive and allowing […]
886: When SaaS Became the Destination | Alka Tandan, CFO, Gainsight
One key takeaway from Gainsight CFO Alka Tandan's career journey is the importance of being open to new opportunities and pivoting when necessary. Tandan started in investment banking, transitioned to media, and then vectored again to the SaaS industry. Looking back on the first move of her career, Tandan says that she “came to a…
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Using Compensation to Achieve Post Merger Sales Alignment | Teodora Gouneva, CFO Next Insurance
Gouneva: Through my career, I spend a lot of time supporting sales teams. And usually what is critical with the sales team is they respond really well to how you design compensation. And if you don’t design it the right way, you may get a different behavior that you don’t intend. So looking back at […]