The morning after Airbase’s sale closed, Aneal Vallurupalli woke up to a very different org chart. Before the deal, roughly a third to almost half of the company reported to him, including onboarding, …
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1145: Creative Capital, Tough Cuts, and the Power of “Why” | Jayme Brooks, CFO, Limbach
The email with the term sheet arrived first, then the bottle of champagne from the CEO, Jayme Brooks tells us. The lender had agreed to a nontraditional structure that allowed Capstone to borrow …
1144: Rewiring Finance for AI, Data, and Business Impact | Michael Bourque, CFO, Convera
Jack Welch’s binder hit the floor before Michael Borque had time to react. At just 23, he sat in a Honeywell acquisition review meeting as the “keeper of the numbers,” rifling through a binder he knew …
Ep 50: Discipline at the Heart of Innovation
In this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon (Cint). Each …
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1143: Building a Transformation-Ready Finance Function | Troy Anderson, CFO, Kelly Services
When Troy Anderson accepted the CFO seat at Kelly Services in 2024, he stepped into an organization that, as he tells us, “had done a number of acquisitions … and really invested in the business.” The …
1142: From Webcomics to Wall Street: Inside a Storytelling Powerhouse | David Lee, COO & CFO, WEBTOON
When David Lee joined PG&E in San Francisco, the company was collapsing under the weight of California’s first energy crisis. “These utility veterans kind of got us into this,” the new CFO told …