Holly Grey emphasized that inconsistent metrics signal broken foundations. Instead of adding headcount, she slowed execution to build teams, integrate systems, and define data ownership. The result: clarity and scalability that enabled the organization to accelerate sustainably—proving that sometimes you must “slow down to speed up. Now Watch the Complete Episode Featuring CFO Holly Grey […]
1126: Turning Signals into Strategy in Hypergrowth | Holly Grey, CFO Horizon3.ai
When Holly Grey first examined Horizon3.ai, she saw more than a cybersecurity startup. She saw a technology that could change the way companies safeguard themselves. Traditional pen tests, she tells us, are human-driven, vary widely by auditor, and usually happen just once a year. Horizon3.ai, by contrast, “started out as a technology alternative to pen…
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Forecasting Without the Illusion of Precision | Rene Ho, CFO, SAP Taulia
During a high-pressure period at Visa following a restatement, Rene Ho shifted forecasting away from false precision. He required teams to present scenario ranges with clear reasoning, holding them accountable for understanding—not just outcomes. The result: deeper business insight and a forecasting culture grounded in strategic awareness, not guesswork. Now Watch the Complete Episode Featuring […]
1105: The Steady Climb: Scaling with Purpose in FinTech | Rene Ho, CFO, SAP Taulia
It’s not uncommon for CFOs to exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed. Ho had been CFO of Taulia, a working capital fintech, when it was still an independent company. After helping lead the firm through its acquisition by SAP, he chose to stay on,…
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Ep 2: Speedy Decisions, Bold Risks & Seizing Every Chance
In this episode of “1 2 3,” three CFOs share their unique journeys and pivotal lessons: Tune in for inspiring perspectives on leadership, growth, and driving impactful change through finance. Don’t forget to subscribe!
Ep 1: Raising Capital, Resource Allocation & Book Tips
On this episode of 1-2-3, Emma Seymour, CFO at Deputy, reveals the behind-the-scenes steps to raising capital from strategic partners and achieving unicorn status. Next, Dev Ahuja, CFO of Novelis, explains how his pharmaceutical background at Novartis fueled disciplined resource allocation and strategic growth in manufacturing. Finally, Seth Wunder, CFO of Acorns, shares his approach to carving out quality time for reading and offers a pair […]
1048: Strategic Growth and Leadership in Hard Tech Finance | Sandra Wallach, CFO, Amprius Technologies
Sitting quietly at the back of a crowded GE conference room, a young Sandra Wallach diligently took notes during an executive briefing. As one of the newest inductees into GE's esteemed Financial Management Program (FMP), she was eager to absorb every detail. Unbeknownst to her at the time, this moment marked the beginning of a…
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How Isabelle Winkles Built a CFO Career Toolkit | Finance Leadership Insights
Inside The Mentoring Round, Isabelle Winkles, CFO of Braze, reflects on her deliberate and evolving path to becoming a CFO. From her early career as an investment banker to 18 years at Morgan Stanley, Winkles emphasizes the importance of building a diverse finance toolkit through roles in corporate FP&A, treasury, and equity research. She discusses […]
1,040: Partners in Leadership: How the CFO, CEO, and CIO Shape a Successful Future | Mark Partin, CFO, BlackLine
Twenty-seven years ago, while in his late twenties, Mark Partin arrived inside the C-suite largely unprepared for the flood of challenges that would quickly breach his desk. Or so Partin tells us as he recounts the circumstances surrounding the first of five CFO appointments that have thus far punctuated his finance leadership career. “I can…
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249: The Private-to-Public Journey
Exclusive case study: A little over a year ago, when publicly held Perion advanced with a deal to acquire digital agency Undertone, Michael Waxman-Lenz began preparing to exit his post as Perion’s chief strategy officer to spearhead Undertone’s private-to-public journey as its CFO. Now, for the first time, CFO Waxman-Lenz charts the action steps and milestones that allowed his team to rapidly transform Undertone’s internal controls,…
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