The Future of Finance is Listening

planning

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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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 […]

Where FP&A Resides | Gary Zyla, CFO, AssetMark

Zyla: The Finance team I oversee, it’s fun and it’s broad. You have Business Intelligence, I have Investor Relations, Corporate Development, Communications, and PR are part of our Finance team, which is somewhat unusual. Sometimes, we have FP&A, of course, we have Controllership. But, the Business Intelligence is amazing. And, I think in many companies, […]

882: The Chronic Door Opener | Brianna Gerber, CFO, ChromaDex

When Brianna Gerber tells us that during earnings season at Mattel, Inc., she was once known as the investor relations person most likely to be “knocking on doors,” we can’t help but want to learn more about her IR tour of duty at the toy giant.   “I’d be calling on the marketing team and…
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874: Completing Your Visibility to Predictability Framework | Wailun Chan, CFO, Grafana Labs

No matter how many chapters Wailun Chan’s finance career ultimately spans, the decade that he spent at LinkedIn will always stand out. It perhaps goes without saying that as a finance career investment, a 10-year resume stint is increasingly rare today, and it’s not uncommon for a “decade investor” looking back on his or her…
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872: Opportunities Along the xP&A Frontier | Dan Fletcher, CFO, Planful

During the early years of his finance career Dan Fletcher was accustomed to being the executive from somewhere else. When he first joined the asset management team at Allstate Investments, he was “the auditor from Price Waterhouse”, and when he landed inside an interim management role as a private equity advisor he was the former…
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869: Sharpening its Customer Focus | Ravi Narula, CFO, FinancialForce

Looking back, CFO Ravi Narula tells us that he wishes that he had become a “servant leader” sooner, as he references the familiar leadership tag signaling a mind-set focused on serving others. “If you asked me 15 years ago, ‘Do you have a servant leader mind-set?,’ unfortunately, I would have said ‘No,’” comments Narula, who…
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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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How a Short Term Scorecard Became an Early Warning System | Patrick McClymont, CFO, Hagerty

CFO GUEST: Patrick McClymont of Hagerty EPISODE: #862: The Numbers Don’t Lie Machine Generated Transcript CFOTL: Does anything comes to mind when we ask for a finance strategic moment of insight? McClymont: The thing about this one, I go back to my time at IMAX, and so when I was hired at IMAX, the company […]

856: Understanding What’s in Your Control and What’s Not | Céline Dufétel, CFO, Checkout.com

When Checkout.com CFO Céline Dufétel tells us that her career decision-making has been driven not so much by titles or status but by an inner push to acquire the next level of skills or types of skills, we can’t help but note a mysterious coincidence. It seems that a former McKinsey & Company partner had…
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Ep 17: Legibility & Levers 

To grow efficiently businesses must have legibility across the organization, explains Airtable CFO Ambereen Toubassy, who tells us legibility can only be achieved by having everyone throughout the business using the same metrics. Along the way, Toubassy says finance leaders must ensure their organization’s data capture is being conducted correctly and consistently.   It may sound easy, but […]