Being a finance leader is no longer just about controlling costs. 2024’s CFOS are trusted business leaders and innovators that drive growth throughout the organisation. Hosted by technology reporter, presenter and consumer champion, David McClelland, The CFO Playbook features interviews with world-class CFOs, finance leaders and founders from some of the fastest growing companies. The CFO Playbook is brought to you by Soldo.
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Financing Sustainable Infrastructure: How Private Investment is Powering Wind, Solar, and Energy Storage with Marie Joyce
38:36
38:36
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In this episode of The CFO Playbook, David McClelland is joined by Marie Joyce, CFO and COO of NTR, the trailblazing renewable energy specialist to discuss their mission to advance sustainable infrastructure by investing in wind, solar, and energy storage assets across Europe. What exactly does it take to transform from toll roads to renewable ener…
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From Scorekeeper to Strategic Decision-Maker: The Changing Role of a CFO with Mark Freedman
49:26
49:26
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In this episode of The CFO Playbook, David McClelland is joined by Mark Freedman to explore the changing landscape of finance leadership, from crash to AI and beyond. Mark started his career at Deutsche Bank before moving onto London Stock Exchange Group. Over three decades in the finance sector, he’s proved himself to be a transformational force r…
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Connecting the World: Building Global Finance Teams with Huiming Chen
45:30
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In this episode we look beyond the UK with guest Huiming Chen discussing the challenges and opportunities of leading finance teams across diverse geographies and cultures with host David McClelland. In her current role as Europe Commercial CFO at Illumina, Huiming shares her expertise on acknowledging and bridging cultural differences, fostering op…
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A Masterclass in Cross-Sector Success & Financial Innovation with Helen Ashton
47:52
47:52
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What do a retail powerhouse, a manufacturing giant, and a financial services titan have in common? According to our guest Helen Ashton, it’s the universal value of cross-sector experience. In conversation with David McClelland, Helen shares her fascinating journey through multiple industries, emphasising how diverse roles have armed her with unique…
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Financial Strategies to Empower Creative Minds with Mehjabeen Patrick
37:15
37:15
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In May’s episode of The CFO Playbook, David McClelland talks to Mehjabeen Patrick, Director of Finance at Arts University Bournemouth, about the challenges and opportunities of finance leadership in the creative sector. As former Chief Finance and Investment Officer at Creative UK, Mehjabeen is all too aware of the financial challenges faced by cre…
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Shaping Ethical Finance in the Age of AI with Giles Andrews OBE
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In the latest episode of The CFO Playbook, David McClelland is joined by Giles Andrews OBE, co-founder of Zopa, the world’s first P2P lending business launched in 2004, to discuss two decades working in FinTech and the role of artificial intelligence in shaping the financial services of the future. Finding himself as an accidental CFO in the early …
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Navigating Financial Innovation in Economic Downturn with Richard Dana
45:10
45:10
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In this episode of The CFO Playbook, David McClelland explores how financial management should be embedded into company culture with Richard Dana, co-founder and CEO at Tembo Money. With a background in corporate finance, Richard shares how he leveraged his interest in travel to co-found the budget-boutique hotel booking platform Doris and Dickie, …
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Spring Budget Debrief - live panel discussion
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With growth at the heart of the recent Spring Budget, how can companies fuel productivity and accomplish more? On March 13th, 2024, business and economics experts met at the London Stock Exchange to decode the Chancellor’s Spring Budget at an event hosted by Soldo. This live episode of The CFO Playbook is hosted by David McClelland and features an …
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Creating a Legacy of Impactful Finance Leadership with Baron Anyangwe
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40:35
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Welcome to a new series of The CFO Playbook, brought to you by Soldo. In this episode, our new host, technology reporter, presenter and consumer champion, David McClelland talks to Baron Anyangwe, a finance leader, about his journey and insights into leadership. They discuss the importance of flexibility and passion in career choices, the impact of…
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The Expansive Financial Growth of the Gaming Sector with Ed Lu, CFO at Fandom
58:22
58:22
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This episode of the CFO Playbook features an interview with Ed Lu, Chief Financial Officer at Fandom, a San Francisco-based gaming and entertainment community platform. Ed is a gaming and media tech executive with deep finance, strategy and operational experiences focused on VC and PE-backed Gaming and B2C companies. He holds a Master’s in Manageme…
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How a Remote-first Culture Has Affected Finance with Bill Fahrbach, CFO at Facet
35:27
35:27
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This episode of the CFO Playbook features an interview with Bill Fahrbach, Chief Financial Officer at Facet, offering impartial and invaluable financial advice and services at an affordable membership fee. Bill is a strategic Financial Executive and Entrepreneurial CFO/COO with an extensive investment banking background and rounded technology opera…
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The Financial Resiliency of UK’s Social Care with Andy Dean, Chief Financial Officer at Eden Futures
32:11
32:11
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This episode of the CFO Playbook features an interview with Andy Dean, Chief Financial Officer at Eden Futures, providing high quality, person-centered care, supported living and enablement for people with disabilities and support needs. At Eden Futures, Andy leads the Finance, Service Development and IT teams. Prior, he started his career training…
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Employing Tactical Empathy in the Workplace with Chris Voss, Former FBI Hostage Negotiator
33:48
33:48
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This episode of the CFO Playbook features an interview with Chris Voss, Founder and CEO of The Black Swan Group. Previously, Chris was the lead international kidnapping negotiator for the Federal Bureau of Investigation and the FBI’s hostage negotiation representative for the National Security Council’s Hostage Working Group. Chris used his many ye…
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How Social Evolution Affects the Dynamic of Organizations with Robin Dunbar, Professor of Evolutionary Psychology at University of Oxford
45:52
45:52
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This episode of the CFO Playbook features an interview with Robin Dunbar, Professor of Evolutionary Psychology at University of Oxford and Co-author of The Social Brain: The Psychology of Successful Groups. Professor Dunbar is British anthropologist and evolutionary psychologist and a specialist in primate behavior. He is best known for formulating…
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Challenging Accountancy Stereotypes with Tom Herbert, Tech Editor at AccountingWEB
28:58
28:58
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This episode of the CFO Playbook features an interview with Tom Herbert, Tech Editor at AccountingWEB, the largest independent online community for accounting and finance professionals in the UK. Tom is a journalist, editor and broadcaster with experience across digital and print publications. For the past seven years, he’s specialized in business,…
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Cultivating Career Relationships in Finance with Peter de Silva, Author, Director, and Trustee
38:28
38:28
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This episode of the CFO Playbook features an interview with Peter de Silva, Author, Director, and Trustee. Peter is an experienced chairman, CEO, president, executive committee member, public and private company director and trustee for national not-for-profit organizations and national charitable foundations. He’s a Former Harvard University Senio…
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How Premier Businesses Fill the Finance Role with Chris Gaunt, CFO Practice Leader at Spencer Stuart
36:59
36:59
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This episode of the CFO Playbook features an interview with Chris Gaunt. He is the CFO Practice Leader for Europe, Middle East and Africa at Spencer Stuart, an executive search, board, and leadership advisory service. In his role, Chris works on a variety of Group CFO appointments for many of the world’s largest publicly traded companies, as well a…
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Finding a Balance Between Efficient and Effective with Justin Lackey, CFO at Asset Panda
42:50
42:50
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This episode of the CFO Playbook features an interview with Justin Lackey, CFO at Asset Panda, a powerful, highly configurable asset tracking and management SaaS platform on a mission to help the world work smarter. In his current role as the Chief Financial Officer, Justin oversees revenue operations, pricing, and data analysis, which are all tran…
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Building Financial Runway in a Down Market with Rebecca Kacaba, CEO & Co-Founder of Dealmaker
32:53
32:53
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This episode of the CFO Playbook features an interview with Rebecca Kacaba, CEO & Co-Founder of Dealmaker, the leading platform turning all capital raise types into simple ecommerce. Rebecca practiced law on Bay Street for over 10 years, founded the startup practice group at one law firm, and was co-chair of the Toronto Venture Technology and Emerg…
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Being a good CFO isn’t just about managing money anymore. The modern CFO is being asked to implement new technology, guide product and business decisions, and look ahead to the future. On the CFO Playbook we look at how the finance functions at companies stay ahead of the curve. In season 2 we bring you new host, Fran Badenhorst, a career journalis…
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Be a Nimble CFO with Paul Cunningham, Partner and CFO at Helios Investment Partners
37:01
37:01
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This episode of the CFO Playbook features an interview with Paul Cunningham, Partner and CFO at Helios Investment Partners, an Africa-focused private firm managing funds totalling $3.6 billion. With 34 years in the industry, Paul has an overall responsibility for all matters relating to accounting, financial control, taxation, fund administration a…
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Start With a Commercial Story, Then Solve for Accounting with Chris Stefani, CFO at DWF
41:40
41:40
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This episode of the CFO Playbook features an interview with Chris Stefani, CFO at DWF, a leading global provider of integrated legal and business services. Chris is a specialist in performance improvement in professional services, finance transformation and profit improvement. He oversees all of DWF's financial operations in the UK and internationa…
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Building a Bank From Scratch with Alwyn Jones, Group CFO at Luno
48:24
48:24
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This episode of the CFO Playbook features an interview with Alwyn Jones, Group CFO at Luno, a leading global cryptocurrency company with over 9 million customers in 43 countries that provides services for making it safe and easy to buy, store and learn about cryptocurrencies. Alwyn has more than 20 years of experience as a hands-on leader with a tr…
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Searching for Fire in the Belly with Manish Sarin, CFO at Sprinklr
41:12
41:12
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This episode of the CFO Playbook features an interview with Manish Sarin, CFO at Sprinklr, a leading enterprise company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management platform helps companies deliver human experiences to customers across modern channels. Manish is an experienced public company…
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Headhunting During the Great Resignation with Mark Freebairn, Head of Board Practice and CFO Practice at Odgers Berndtson
46:31
46:31
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This episode of the CFO Playbook features an interview with Mark Freebairn, Partner, Head of the Board Practice, and the Financial Management Practice at Odgers Berndtson a global executive search, interim management, talent assessment, and leadership development firm based in London. Mark focuses on advising Odgers Berndtson’s Board as a whole and…
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Building Trust and Credibility with Chitra Balasubramanian, CFO at CircleCI
39:21
39:21
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This episode of the CFO Playbook features an interview with Chitra Balasubramanian, CFO at CircleCI, a continuous integration and continuous delivery platform that can be used to implement DevOps practices in the cloud or on private infrustructures. With more than 20 years of experience accelerating business growth through data analysis, Chitra is …
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Collaboration is Key with Gemma Castle, CFO at Cult Wines
41:28
41:28
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This episode of the CFO Playbook features an interview with Gemma Castle, CFO at Cult Wines, which blends heritage, expertise, and innovative technology to transform the fine wine industry for producers, wine enthusiasts, collectors, and investors alike. With over 20 years of experience, Gemma Castle is well versed in delivering nuanced and sophist…
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Becoming an Accidental CFO with Navpreet Randhawa, CFO at Minna
41:29
41:29
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With 7 years of leadership experience, Navpreet Randhawa has a passion for Enterprise SaaS businesses with focus on the financial technology sector. He found himself on the path to being a self-described “accidental CFO” by having a drive to help build companies and be successful. Navpreet has leaned into prioritizing what is best for his business …
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Tapping into Technology with Bijan Moallemi, Co-Founder and CEO of Mosaic
37:51
37:51
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Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Born out of their own experiences in finance, Bijan and his co-found…
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How to be Successful, Happy, and Satisfied in your Role with Anthony Rawlinson, CFO at Papier
39:31
39:31
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Anthony Rawlinson has more than 12 years of experience working in finance. He joined Papier as CFO four years ago, after serving as a consultant for the brand beforehand. Previously, Anthony worked in investment banking with Greenhill & Co. and PwC, providing generalist corporate finance advice. Since he started as the finance leader at Papier, the…
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Promote Partnerships with Huw Slater, COO at TravelPerk
45:34
45:34
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Huw Slater is hugely passionate about technology that facilitates innovation and enhances both people’s work and personal lives. Currently, he is COO at TravelPerk, a next-generation travel booking and management platform that is pioneering the future of corporate travel. Previously, Huw served as CFO at TravelPerk and Typeform, with a long career …
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Driving for Diversity with Tiziana Figliolia, CFO at Hootsuite
39:51
39:51
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Tiziana Figliolia has more than 25 years experience in the technology industry leading a wide range of strategic, financial, and operational functions at billion-dollar global publicly traded companies. Currently, she is CFO at Hootsuite, the global leader in social media management. Having a passion for advancing diversity and inclusion initiative…
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The Road to Success is Always Under Construction with Chris Roling, CFO at Coinme
46:46
46:46
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Chris Roling has 35 years of commercial and private equity experience, having served in board, CEO, COO, and CFO positions with a number of global public and private companies. Currently he is CFO at Coinme, a crypto financial services and blockchain technology company that is dedicated to helping the world gain access to virtual currency. A self p…
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Forecasting Finance Functions with Paul Sheriff, CFO at NewDay
39:40
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Paul Sheriff, CFO at NewDay has over 25 years of experience in financial services organizations spanning banking, asset management and insurance. Paul is currently working as Chief Financial Officer for NewDay, a private equity backed consumer finance business providing branded and co-branded credit cards, including Amazon’s credit card in the UK. …
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Taking Risks Brings Big Rewards with Charly Kevers, CFO at Carta
47:24
47:24
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Charly Kevers, CFO at Carta, has more than 20 years of experience holding various roles in finance and strategy, including investor relations and corporate development in multiple countries across North America, Europe, and Asia. While he didn’t take a straight path to his current role, his breadth of experience in consulting and the financial worl…
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Be Humble and Hungry with Nitesh Sharan, CFO at SoundHound
44:12
44:12
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Nitesh Sharan, CFO at SoundHound, is a strategic finance executive with experience fueling growth and profitability in firms across the consumer, technology and industrial sectors. His diverse background working in many different verticals across multiple industries allows Nitesh to be a great fit for the evolving and expanding role of CFO in today…
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Create Options in Everything You Do, with Dynshaw Italia, CFO at Soldo
52:02
52:02
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Dynshaw Italia, CFO at Soldo, brings 20 years of experience working and developing fast growing consumer brands to navigate change and growth. At Soldo, he is using his ability as an adaptable leader to help their mission of lighting a brighter way for businesses to pay for advertising, software, travel expenses, online procurement, and more. Soldo…
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On this episode of The CFO Playbook, we share some of the best advice for hiring and retaining top-tier talent that we’ve received from finance leaders who have been guests on the show. Lessons we cover in this episode: The trends don’t lie: What CFOs are looking for from their candidates (and vice versa). CFOs are looking for technical fluency mor…
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Leading a Transformation with Nick Rose, CFO at Enable
34:31
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In his role of CFO at Enable, Nick Rose is carrying forward what he enjoyed most working on business transformation projects at Travis Perkins, and is driven by the change he’s able to make happen at a small but quickly growing company. When Nick first joined Enable, he went from having 24,000 colleagues to 70. But headcount is rising fast, and Nic…
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Laying the Groundwork for Growth with Ross Tennenbaum, CFO at Avalara
45:16
45:16
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Ross Tennenbaum loved working in investment banking, so it took the right opportunity for him to make the jump into his first role as CFO at Avalara, a SAAS company building cloud-based tax compliance solutions to handle every transaction in the world. While in investment banking, Ross learned not only about capital markets and mergers and acquisit…
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Mentoring Future CFOs with Craig Foster, CFO at Picsart
40:20
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Craig Foster not only has over 25 years of management experience in finance, he’s also worked on 35 different IPOs over the course of his career. He brings that expertise and more to his role today as CFO at Picsart. Early in his career, Craig was working in an advisory role at a Big 4 public accounting firm when he was approached by one of their r…
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The Latest CFO Trends with Steve Gallucci, Global & US CFO Program Leader at Deloitte
35:44
35:44
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As the Global & US leader for Deloitte’s CFO Program, Steve Gallucci’s job is to understand all the pressing issues facing CFOs today. He brings over 30 years of experience at Deloitte in an advisory and assurance capacity to the role. Deloitte’s CFO Program delivers forward thinking insights for every stage of a CFO’s career through data-driven re…
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Be an Intentional Leader with Jared Poff, EVP CFO at Designer Brands
39:21
39:21
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Back in 2015, Jared was being groomed as CFO at DSW and was 8 months into a 3-5 year program when there was an unexpected CEO change and the sitting CFO of Designer Brands decided to exit. All of a sudden, he was thrown into the role of CFO. It was a high-pressure situation, but one which taught Jared many lessons that he’s carried forward to today…
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On this episode of The CFO Playbook, we share some of the best career advice for aspiring CFOs that we’ve received from CFOs who have been guests on the show. Lessons we cover in this episode: An aspiring CFO must diversify their areas of expertise It’s critical to gain experience outside of the finance function. Finance leaders should be proactive…
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Investing in Automation with Francis Trudeau, CFO at BrainBox AI
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41:03
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Francis Trudeau recently took on the honor and challenge of being the first CFO at BrainBox AI, a tech startup that’s helping to fight climate change by making buildings smarter and more efficient. Coming off of a recognition at COP26 as the winner of the “Tech for Our Planet Challenge,” BrainBox is a leader in leveraging technology at scale for th…
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Think Like an Adviser with David Harutian, VP of Finance @ Qualified
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David Harutian started working at Qualified just after they secured their Series A financing, and helped close a $51M Series B in May of this year. His background as an adviser in investment banking and corporate development helped David contribute to the diligence process and puts him in a unique position to nurture investor relationships. Like a …
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Leveraging Real-Time Data with Christian Lee, CFO of Transfix
42:53
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Christian Lee has had the unique position of CFO in two industries that have been particularly impacted by the pandemic, real estate and supply chain. Christian left WeWork in early 2021 for Transfix, a hyper-growth startup and leading freight marketplace connecting shippers to carriers. His proximity to these industries has underscored in him the …
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Top Automation Lessons from Finance Leaders
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16:18
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On this episode of The CFO Playbook, we share some of the best advice on technology and automation that we’ve received from recent guests. Lessons we cover in this episode: It’s key to build a structural foundation for finance upon automation and technology: Hyper growth companies view technology as the ‘engine room’ of growth and a critical founda…
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Balancing Speed and Discipline when Scaling with Tony Russo, CFO of Imply
37:38
37:38
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Tony Russo took the helm as CFO at Imply in August of 2020 after having been a CFO or dual COO/CFO at over 10 companies in the last 25 years. With multiple successful M&A transactions under his belt, Tony takes a measured and strategic approach to evaluating opportunities, whether with the goal of benefitting the companies he works for or in determ…
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Leading with Curiosity: Mark Nasiff, CFO & COO of Lookout
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With over 30 years of finance and operations experience, Mark Nasiff has seen the role of CFO evolve over time from one focused on financial reporting and analysis to one that’s not afraid to take strategic risks. As both CFO and COO of Lookout, Mark showcases the keen ability to step back and understand the business operations as a whole, as well …
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