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899: Democratizing Workforce Opportunities | Simone Nardi, CFO, Globalization Partners

Gray-haired late-night fans may remember when David Letterman sought to ingratiate himself with his network’s new owner, General Electric Corp., by hand-delivering a bowl of fruit to GE’s executive brass. Nearly 20 years later, Simone Nardi became a benefactor of GE’s media aspirations when he traded a senior manager position on GE’s audit team for…
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When the Metrics Signal It’s Time to Derisk | Aneal Vallurupalli, CFO, Airbase

Watch as CFO Aneal Vallurupalli reflects on an earlier career chapter when he was tasked with prioritizing hiring and assessing the state of the business at a prior company. At the time team the company’s metrics were aligning well and Vallurupalli suggested to the co-founder that they should raise funds. Despite the co-founder’s initial reluctance, […]

The Enterprise Mindset: When Firm Trumps Function | Julie Swinney, CFO, Zendesk

CFO GUEST: Julie Swinney of Zendesk Julie Swinney, CFO, Zendesk reflects back on a career chapter at Intel Corp. when she stepped into a General Manager role after a GM departed the company. Swinney, a career finance executive, stresses the importance of an enterprise mindset, which involves putting the company’s interests first, instead of just […]

894: The Opportunity That Everyone Must See | Julie Swinney, CFO, Zendesk

By the time the general manager of Intel’s data center chipset business parted ways with the company, Julie Swinney had already advanced into one of their coveted business unit CFO positions. To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that…
Listen to the Episode Below (00:56:03)
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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…
Listen to the Episode Below (00:49:30)
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Ep 21: When Sales is at the Table

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. The hosts also discuss the role of finance in enabling…
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Bringing a Cross-Functional Approach to Scenario Analysis | Betsy Ward, CFO, MassMutual

Ward: I actually think it might be more unique given my background to talk about a Strategic Finance moment that related to a position I was in when I was in, in actually Investment Management, which relates to those scenarios I was talking about. So while I was working in mass, Mutual’s Investment Management subsidiary, […]

875: Connecting People and Processes | Eliran Glazer, CFO, Monday.com

Eliran Glazer’s finance career journey began in the late 1990s at the Tel Aviv office of KPMG, where as a 20-something he spent 3 years auditing a portfolio of fast-growing software companies.    As the year 2000 approached, Glazer was suddenly being recruited by an Israeli-American CFO who was seeking to fill a controller position—and…
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867: Energizing Your Data Relations | Donald Alvarez, CFO, Cyngn

Back in 1993, Don Alvarez was an auditor with Deloitte’s San Francisco office when specialty retailer and coveted client company West Marine went public. For Alvarez, the day began with WM’s management explicating the novel steps behind pricing its offering, which was followed by the requisite trip to a Bay Area printer. The long day…
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866: Metrics for the Masses | Jeremy Klaperman, CFO, Rho

Not unlike many of his CFO peers, Jeremy Klaperman spent the early years of his finance career in trying to rectify the damage brought on by the irrational market behaviors of the late 1990s and early 2000s. Unlike most, though, he found that his repair duties frequently involved visits to a remote Japanese fishing village.…
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