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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. But how do you stay ahead of the curve? In The CFO Playbook, you’ll learn how world-class CFO’s and finance leaders set goals, manage teams, leverage technology, plan for the future, improve systems and processes, and so much more. Each week you’ll get insights that help you grow yourself and your company. Hav ...
 
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When Long Dinh joined Ada as the company’s first finance hire, he was thrilled to build the finance function and kickstart growth for the pre-seed startup. Fast-forward three years and Ada has become a powerhouse player in the customer experience space. In this time, Long has helped grow Ada’s employee base by more than 10X and raised over $200M in…
 
Margaux Gregoir started her job as the Vice President of Finance at Luko — a France-based home insurtech startup — right as the COVID-19 pandemic hit. The worldwide economy ground to a halt, as did Margaux’s plans for building out Luko’s finance team. As someone who’d just made the jump from advisor to financial director, Margaux could’ve panicked.…
 
Having technical expertise is important, but successful CFOs will tell you that you must go beyond this, to take a step back to see the larger picture. How can you position yourself to solve problems your company is facing? To do this, you must first learn the business. For Ken MacAskill, it’s a mindset he wishes he could have learned sooner in his…
 
Joel Stephens’ career at Lyst started in 2015, when the fashion shopping app and website was still a startup and he was its financial controller. Fast forward to 2021, and Joel is now VP2, leading three teams in the finance department. He recently finished heading up the financial part of an $85 million pre-IPO round. Joel has found several strateg…
 
COVID-19 created unique challenges across a range of industries. Managers and business leaders had the difficult task of finding ways to keep employees motivated amidst all the uncertainty and new ways of working. Motivation wasn’t in short supply for Rahul Goel and his team. Moglix, the B2B e-commerce company where Rahul is Vice President of Finan…
 
After starting his career as a computer programmer, Ronald Hohauser stumbled on a chance to join the entertainment industry, and was excited by the opportunities it presented. In 2004, Ron became Senior Vice President of Finance and Operations at Marvel Studios. He helped the studio transition from licensing its products to independently turning th…
 
Catherine Birkett’s career as a CFO started in 2004, when she was promoted into the position at the telecommunications company Interoute. Looking back, she says she sometimes had to struggle to keep her head above water while addressing the large challenges the company was facing. But Catherine pushed forward, and she now attributes her success as …
 
When Sharon Virag became Chief Accounting Officer of customer service software company Genesys, she had already worked for Fortune 500 companies including General Electric, and served as CFO for NeoGenomics Laboratories. But for Sharon, who loves building out company infrastructure, working with an emerging organization like Genesys was just as int…
 
Maddy Devine traded consulting with multinational corporations for building startup finance teams from the ground up — and she’s never looked back. Her first finance job was consulting for Accenture, and she’s now VP of Finance at virtual conference software company Bevy. Maddy believes that the two key components of building a finance department t…
 
When Ken Goldman became CFO of Yahoo in 2012, he had more experience in business administration than accounting. But he used his background to his advantage, approaching the CFO role from a globalist perspective. To Ken, the relationship between the CEO and CFO of a company is vital to its success. A CFO’s job is to provide objective counsel to the…
 
Mark Pettit joined London-based venture capital firm Connect Ventures in 2016 as Head of Finance. Earlier this year, he was made CFO, and sees his new job as assisting the partners in making strong financial and investment decisions, putting the firm on the front line of SaaS, fintech and digital health. “My role was to come in and take as much of …
 
Don Dixon has held finance positions in startups and established organizations, been through acquisitions and IPOs, and is now CFO at DataStax. In his experience, rising to the CFO position requires understanding something much more complicated than finance: people. Once you’re at that executive position, managing numbers is a smaller part of your …
 
In October 2020, Malcolm Finn followed his conscience to chemicals company Johnson Matthey, which is transitioning its business model to focus on producing clean energy sources. As Director of Finance Operations and Control, Malcolm has been a key figure in that change. Guiding a company through such a major transition would have been challenging e…
 
Paraag Amin’s route to becoming CFO of omnichannel digital marketing company dotdigital isn’t conventional — but he believes it set him up for success. Paraag started his career as an analyst working for investment banks, beginning at Goldman Sachs and including Citi and RBS. These jobs taught him what makes a promising investment opportunity — and…
 
Andreas Melzer joined the consumer research company Quantilope two years ago and is the company’s Associate Director of Finance, which is similar to a Chief of Staff role with a finance focus. An advocate for helping SaaS startups stay on top of their finances, he published a B2B SaaS finance model that has received more than 8,000 downloads. While…
 
Now CFO of affiliate marketing network Awin, Virpy Richter has never been the kind of finance professional who prefers to hide in a corner with her spreadsheets. Not only has she worked all over Europe, for startups and big companies, she’s also held positions in human resources and legal departments. Diving into different cultures has taught Virpy…
 
Lessons we cover in this episode: Successful CFOs look at the big picture. As the source of financial truth, CFOs need to be able to look at any number and know if it’s “true” or not. Decide where you want to be on the spectrum of strategic vs operational. A good CFO needs to be a thinker and business partner, but they also need to be a doer (able …
 
Lessons we cover in this episode: As you progress in your career, your responsibility is increasingly to ask good questions - not have the right answers You should maintain a humble mindset as you grow in your career When you’re a CFO and have a firm grasp on the numbers, you often have the right answer on decisions. But in feeling that you’re righ…
 
After spending more than three decades in finance, Kelly Battles has come to appreciate that the budget isn’t the only balancing act CFOs have to master. The finance team needs to support the growth of the company, while also knowing when to implement limits. Kelly learned that lesson in her first operational finance role, at internet security comp…
 
Darrell Cox has 15+ years of senior leadership experience in finance and business development. As a former VP of Finance at FreshBooks, he is no stranger to growth-stage companies. His recipe for finance leadership success relies upon leveraging “Agile CFO” methodology, an iterative process adopted from software development. Now, as the CFO at Vena…
 
Talita Ferreira always dreamed of becoming a CFO before turning 30. She missed this target by five years, but she’s OK with that because she became the CFO of a company far larger than she could’ve ever imagined: BMW Group Financial Services. Talita spent more than 11 years with BMW, where she managed a team of 45 and landed amongst the top 300 lea…
 
If you enjoy nerding out over numbers but also consider yourself a people person, Anders Liu-Lindberg, co-founder of the Business Partnering Institute, has a new finance job for your consideration: business partner. “Unlike other roles in finance, business partnering is an interaction between people — whereas if you're an Accountant or a Controller…
 
Raxita Kapashi has worked in private equity for more than 15 years. Along the way, she did a stint at fintech consolidator TruFin, where she served as the group’s CFO. While at TruFin, she brought through an IPO and raised 70 million GBP ($96 million USD) in 2018. With this accomplishment under her belt, it’s no surprise numerous venture capital fi…
 
When Tom Fencl joined the Pricefx team in late 2017, the global SaaS startup had about 70 employees. Fast forward and they now have close to 400 employees stationed all over the world and have raised more than $131 million in funding. It’s safe to say Tom has played a key role in this growth. “As a CFO, it is your responsibility to make sure data, …
 
What exactly is behind the skyward trajectory of a fast-growing software company? Turns out that it’s more than just growth. In this episode of The CFO Playbook, host Rob Norman sits down with Kevin Jacobson, CFO and COO of LogicGate, which develops cloud software solutions for automating governance, risk, and compliance processes. As the first bus…
 
When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seemed profitable, but Patrick, who has been a CFO for 25+ years, took it upon himself to financially transform the company and focus on cash — not revenue and profit. The company generated between $70 mi…
 
Being a great CFO in the modern, ever-evolving business ecosystem we’re living in, requires much more than excellent money management skills. It requires the ability to implement new technologies, guide business decisions, and help steer the company towards its vision for the future. To demystify how you can do that, Rob Norman, VP of Marketing at …
 
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