Steve & Jack talk FP&A hiring and the challenges related to connecting people spread across an organization. Featuring FP&A insights & commentary from Planning Aces: Ian Charles, CFO, Flexe, Beth Clymer, CFO, Job Case, Mark Shifke, CFO, Billtrust, Mike Rasic, CFO, Synapse. Unedited Transcript Speaker 1:Hi, it’s Jack Sweeney, and I’m here with Steve player. […]
730: Facing Your Transformation Year | Charles Freund, CFO, FLEETCOR
"Don't sweat the small stuff ... AFTER confirming that it's small." –CFO Charles Freund When Charles Freund was named CFO of FLEETCOR in 2020 – his arrival in the c-suite became the latest chapter of a varied and lengthy career journey that paralleled the rise of the $2.6 billion fintech. Accepting a position in…
Listen to the Episode Below (00:44:44)
Ep 2: Evolving Your Metrics, Wall Street’s Point of View
Steve and Jack discuss how FP&A functions vary in size and mission, private vs public metrics, “decomposing” your metrics. Featuring FP&A Insights & Commentary from Planning Aces Ross Tennenbaum, CFO, Avalara, Waifa Chau, CFO, Nylas Brad Kinnish, CFO, Aryaka. Unedited Transcript Speaker 0 (0s): Hi, it’s Jack. And I’m here with Steve Player. Steve, you […]
Ep 1: A Cut Above FP&A | Planning Aces
This Episode Features FP&A Insights & Commentary from: Chad Gold, CFO, SalesLoft Maria Manrique, CFO, O’Reilly Media Harmit Singh, CFO, Levi Strauss & Co. Andrew Kenny, CFO, Scoular Unedited Transcript This podcast has been made possible by Prophix software inside the financial planning and analysis realm. Long days often turn into long weeks for finance […]
703: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co.
When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, Levi’s CFO will often share a briefing document that features a front page bearing the heading “What’s Working and What’s Not.” “It’s more difficult to understand what’s not working, and it’s the ‘What’s not’ that…
Listen to the Episode Below (00:44:53)
696: Ascending the Funnel | Darrell Cox, CFO, Vena Solutions
When marketing campaigns get old, they're like polyester leisure suits that seem to fit okay but look awful, explains finance chief Darrell Cox of Vena Solutions, who credits finance with helping Vena to empty its closet. Or, to put it another way, Cox credits finance with helping Vena to fail faster. “The earlier you know…
Listen to the Episode Below (00:48:37)
582: Fortifying Your FP&A Footing | Robert Richards, CFO, Centauri
Recalling a meeting that took place years ago at an industry conference, CFO Robert Richards remembers that the East Coast sales executive’s face suddenly dropped. At the time, Richards was more or less his company’s de facto CFO after the company’s finance leader had departed in the wake of the firm defaulting on certain loans.…
Listen to the Episode Below (00:56:12)
AFTERPOD: Putting a Fine Point on FP&A | An Interview with Grant Halloran, CEO, Planful
(A shortened version of this interview was originally released on CFOTL Episode #564. The following transcript is an edited version of the extended Interview.) CFOTL: We’re happy to catch up with our guest Grant Halloran this week. Grant is a course CEO of Host Analytics, which this week is rebranding as Planful. Now when a […]
242: The ERP Milestone | Del Clark, CFO, Inspirage
While software upgrades are a daily routine for business enterprises of every weightclass - the leap to an ERP solution remains a unique rite of passage for most organizations - one that requires deep industry knowledge as well as insight into the enterprise's future growth trajectory. Join us when career finance leader Del Clark explains…
Listen to the Episode Below (00:39:40)
How Should Businesses Respond to Global Uncertainty? Nevine White, Executive in Residence, LIVE FUTURE READY
My 2016 Priorities: Didier Aziza, CFO, Bel Brands, USA
Over the next 12 months, what are your priorities as a finance leader? Didier: As you understood, growth is a priority for Bel Brands, so here I’m really working with my team to best determine how the finance can contribute to fuel the growth and really help our growth drivers, who are sales and marketing […]