In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business. He implemented […]
1079: Staying Ahead of Growth: How Finance Powers Proactive Scaling | Brandon Sullivan, CFO, 2X
1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft
1052: How Mobileye’s Capital Journey Shaped, Tested, and Advanced Its Future CFO | Moran Shemesh, CFO, Mobileye
CFO David Morris on Guardian Pharmacy’s Road to IPO and Growth Strategy
In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]
1048: Strategic Growth and Leadership in Hard Tech Finance | Sandra Wallach, CFO, Amprius Technologies
Ep 40: From Constraints to Collaboration
In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making. Leveraging AI emerges as a key theme for optimizing financial […]
Navigating a 29-Year Career: Lessons in Leadership and Continuous Learning
Inside The Mentoring Round, CFO Shelagh Glaser of Synopsys highlights several key themes from her 29-year career at Intel Corp. First, she emphasizes the value of front-line experience as a financial analyst, where the core business action takes place. She also stresses the importance of continuous learning, having rotated through various roles, which pushed her out […]
1,041: Rethinking How Metrics Can Align with Business Evolution | Josh Schwartz, CFO, Medidata
850: A CFO’s Ultimate COVID Test | Anat Ashkenazi, CFO, Eli Lilly
Experiencing a Planning Inflection Point at Salesforce | Evan Goldstein, CFO, Seismic
CFO GUEST: Evan Goldstein of Seismic EPISODE: #848 The People, the Mission, and the Innovation