About ProphixProphix helps mid-market companies achieve their goals more successfully with innovative, cloud-based Corporate Performance Management (CPM) software. With Prophix, finance leaders improve profitability and minimize risk by automating budgeting, forecasting, and reporting and puts the focus back on what matters most – uncovering business opportunities. www.prophix.com
820: Establishing Milestones for the Stakeholder Ecosystem | Adam Swiecicki, CFO, Brex
As the 32-year-old CFO of Brex, Adam Swiecicki has a professional narrative unpopulated by the tales of economic and business hijinks that many of our CFO guests share. Instead, Swiecicki’s forward-looking delivery seems intent on making a clean break from the CFOs of the past, whose career lessons frequently have involved the same one or…
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818: Breaking Finance’s “Glass Wall” | David Bedell, CFO, Lendio
Looking back at the early years of his finance career, David Bedell recalls being frustrated when a business unit leader remained leery about the merits of a potential deal. “I had done all of the analysis and was convinced that it would make a lot of money for the company, but I just couldn’t figure…
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816: Moving to a Multiyear Mind-set | Mike Milotich, CFO, Marqeta
It was the type of assignment that Mike Milotich had been awaiting for most of his career. An innovative product team at American Express had just launched a promising new offering, and Milotich had been assigned to the group to help “optimize its day-to-day decision making”. “I arrived when it had been live for only…
Listen to the Episode Below (00:50:06)
812: When Leadership Came Calling | Angela Pierce, CFO, Anaconda
Looking back on her career as a corporate finance executive, Angela Pierce says that the call of leadership arrived at a moment of unvarnished frustration. Sixteen years ago, when the management of Level 3 Communications was expressing a keen interest in acquiring Pierce’s then-company, Broadwing Corporation, it was not the first time that Pierce found…
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Ep 12: Achieving a More Agile Finance Function | A Planning Aces Episode
Steve and Jack discuss how growing concerns about a possible economic recession are helping fuel CFO aspirations for creating a more agile finance function, and Steve reflects on how different career experiences and backgrounds influence how CFOs lead and make business decisions. Featuring commentary and FP&A insights from Planning Aces: CFO David Barnes of Trimble, […]
809: Leading Inside a Remote World | Danielle Murcray, CFO, AttackIQ
Among the many strategic changes that finance leader Danielle Murcray has helped to put in motion during her multi-chapter CFO career, perhaps none better reveals her mantle as a strategic leader than the move by cybersecurity firm AttackIQ to adopt a 100 percent–remote U.S. workforce. With the arrival of the pandemic, Murcray—like many of…
Listen to the Episode Below (00:43:48)
808: Trading Up to a Macro-Driven Career | Komal Misra, CFO, Starry, Inc.
When Komal Misra, a software engineer turned asset manager, decided that it was time once again to make a career change, she found herself staring at a computer screen filled with stocks from various portfolios that were being traded based not on business fundamentals but larger macro-driven trends. “It got me to thinking: Here I…
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806: Being Ready for the Unexpected | Marc Levine, CFO, Tanium
Among the many acquisitions with which Marc Levine became involved during his 25 years at Hewlett-Packard Co., it may surprise few of his former colleagues that he counts HP’s purchase of Compaq Computer as one of the tech giant’s most unusual marriages. However, Levine doesn’t single out HP’s purchase of Compaq due to the…
Listen to the Episode Below (00:45:44)
805: When the Flywheel Begins to Spin | Chris Greiner, CFO, Zeta Global
It was not long after Chris Greiner became CFO of IBM’s fast-growing Analytics Division that the gravitational pull that IBM had maintained on Greiner’s finance career-building began to give way. While his new divisional CFO title more than validated his 7-year career investment with the company, Greiner—like many divisional finance chiefs—discovered the next rung of…
Listen to the Episode Below (00:49:35)
802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.
When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he mentions that although he had a deep interest in biology during his high school years, upon entering college he decided to swap out a biology curriculum for an accounting…
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801: The Founder and the Future | Ryan Van Hatten, CFO, Prophix Software
Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until…
Listen to the Episode Below (00:52:41)