For Cyrus Lam, the aspect of the CFO role that sets it apart from all others is the weight of non-negotiable priorities. Despite years spent closely collaborating with CFOs as an investment banker, …
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Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value
In this episode of Planning Aces, Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). …
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1052: How Mobileye’s Capital Journey Shaped, Tested, and Advanced Its Future CFO | Moran Shemesh, CFO, Mobileye
By all accounts, when Moran Shemesh joined Mobileye in 2016 as Corporate Controller, the drama of its IPO was behind it. The Israeli autonomous vehicle technology company had gone public two …
1051: Building a Greener Future: A CFO’s Journey in Climate Tech | Derek Warnick, CFO, Electric Hydrogen
From day one of his professional life, Derek Warnick knew his career would be driven by a purpose greater than mere career advancement. As an undergraduate studying finance and international business, …
1050: Harnessing the Power of Three: Dynatrace’s Layered AI Strategy | Jim Benson, CFO, Dynatrace
One of the key lessons that helped advance Jim Benson down the CFO path was one in clarity and focus during his tenure as FP&A leader for the customer service division of Compaq, freshly acquired …
1049: Beyond the Balance Sheet: Leveraging People and Data for Success | David Morris, CFO, Guardian Pharmacy
When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. Guardian Pharmacy Services, a company they …