In a meeting, Kevin Wall realized finance was too bogged down in non-strategic tasks to support commercial growth. He reorganized billing and ops functions into other departments, freeing finance to focus on pricing, commercialization, and decision support—ultimately redefining the team’s role as a true business partner driving scale and strategic impact. Now Play the complete […]
1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments
When Kevin Wall first stepped into industry from public accounting, it wasn’t by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to go public, saw in Wall someone who understood both their numbers and their needs. “They were familiar with me. I was…
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1,044: Driving Sustainable Growth: How to Align Business Goals with Profitability | Isabelle Winkles, CFO, Braze
In January 2020, most finance leaders were seeing ASC 606 as a closed chapter. However, for Braze’s newly appointed CFO, Isabelle Winkles, this new revenue recognition standard would quickly move to front-and-center. While ASC 606 was merely a speedbump for seasoned professionals—especially for a 25-year finance veteran like Winkles—it posed a notable challenge within Braze.…
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1,041: Rethinking How Metrics Can Align with Business Evolution | Josh Schwartz, CFO, Medidata
By the time Josh Schwartz arrived at Medidata, the life sciences innovation company had found itself entering unfamiliar waters. Having just gone public, the firm was shifting away from being a fast-growing start-up to welcoming life as a more structured, scalable organization. For Schwartz, who initially led revenue recognition, this was the beginning of both…
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314: Back to the Future with ASC 606 | Joe Consul, CFO, Xactly
As the complexity behind new revenue recognition standard ASC 606 discharges a cloud of angst and consternation over many accounting departments, a growing number of SaaS technology firms have begun to help their customers address the burdensome standard and allow their finance teams to sharpen their customer focus. Perhaps few SaaS firms tout software offerings more…
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