Chat CFO

STOIX
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Chat CFO gives you insight from the people behind the numbers. Finance leaders who’ve had to make tough calls, rethink their role, and learn by doing.You’ll hear directly from the CFOs, COOs, and CEOs behind some of the most meaningful business decisions in recent years. Listen to honest conversations from leaders about what worked, what didn't, and what it really takes to lead when it matters most.The Chat CFO podcast will help you to learn:-  How modern CFOs are adapting to AI, regulation, and risk-  Why culture, sustainability, and global growth sit firmly in the finance seat-  The impact of the personal decisions and turning points that shaped lasting careersIf you’re a CFO, a future CEO, or a finance leader who’s thinking bigger, Chat CFO gives you the thinking, the scars, and the clarity to move forward with purpose.Bold Moves. Big Impact.--Chat CFO is a STOIX podcast, produced in partnership with Unity Advisory.Follow STOIX on LinkedIn and subscribe to our Youtube channel for more expert hiring content.

  1. vor 5 Tagen

    Sanjay Bowry: Using AI to Make the CFO Redundant

    Only two people in a room of around 200 finance leaders had built an AI agent. Sanjay Bowry, CFO of Gravitee, says that is exactly why the CFO role needs rethinking. After three failed startups, Sanjay relabelled himself CFO to pay the bills. Today he is using AI to strip the role back to the two jobs that actually matter, and he wants every finance leader to do the same. What you'll learn: - Why the CFO role should come down to two big rocks: driving the business metrics and protecting cash and runway - How to start building AI agents in finance when you have no time and messy legacy systems - Why the strategic finance layer will be built in-house rather than bought off the shelf - How to govern AI agents: authorisation levels, a single gateway and who owns the memory - A Series A fundraising cheat sheet: investor tier, runway, the six SaaS metrics investors care about and using your bank for introductions - How secondaries work and why every funding round should include them for employees About Sanjay: Sanjay Bowry is CFO of Gravitee, the AI agent management and governance platform, which he has helped scale from $10M to $50M ARR. He started on Tesco's graduate accountancy scheme, worked at Sainsbury's and Philips, founded three startups, and helped take Vita Mojo from a restaurant chain to a $30M software business. He was recently a finalist for CFO of the Year. Standout quote: "You shouldn't be feeling, oh no, my job is going to go. You should be feeling, I've got 20x more time than I had before." Sanjay Bowry Are you a CFO or C-suite executive exploring your next move? Visit https://stoix.co.uk/contact/ and speak to a search partner that does things differently. Follow Chat CFO for weekly conversations with the CFOs and finance leaders shaping the future of business. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    Sanjay Bowry: Using AI to Make the CFO Redundant

  2. 22. Sept.

    The Deal Is the Easy Part: Confessions of a 30-Deal CFO

    Peter Harris has completed over 30 transactions as CFO of some of Britain's best-known listed companies. His biggest lesson: the transaction itself is the easy part — it's what happens after that decides whether a deal actually works. Are you a CFO or C-suite executive exploring your next move? Visit https://stoix.co.uk/contact/ and speak to a search partner that does things differently. In this episode, Peter and Natalia Taylor (Unity Advisory) unpack a Silicon Valley acquisition that should never have happened, why cutting most of a data report once made a business run better, and why deals that drag on too long tend to die of exhaustion rather than disagreement. They also get into the Carillion case study on governance without visibility, and the AI risks building quietly inside companies that restrict their own teams' tools. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    The Deal Is the Easy Part: Confessions of a 30-Deal CFO

  3. 10. Sept.

    AI Is the Straw That Breaks the CFO's Back

    Natalia Taylor, Founding Partner at Unity Advisory, on why AI isn't the CFO's biggest problem on its own — it's the straw that breaks an already overloaded camel's back. Are you a CFO or C-suite executive exploring your next move? Visit https://stoix.co.uk/contact/ and speak to a search partner that does things differently. In this episode of Chat CFO, Natalia breaks down why doing deals in 2026 is harder than it's been in nearly two decades, her concept of "continuous deal readiness," and why the team one level below the CFO can make or break a deal. She also shares her outlook for the second half of 2026. Whether you're a CFO navigating deal pressure or building a deal-ready team, Natalia's perspective is direct and worth hearing. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    AI Is the Straw That Breaks the CFO's Back

  4. 27. Juli

    The First 90 Days as a CFO: No Induction Period in Private Equity

    Jas Burston is CFO of Go City, a PE-backed travel business, having spent over two decades building her finance career at brands including TK Maxx, Domino's and TUI before landing her first CFO role.  Her take on stepping into the seat: the buck stops with you, and there's no induction period in private equity — you earn trust by delivering, not by settling in. In this episode of Chat CFO, Jazz breaks down what it really takes to move from a PLC into a private equity environment, why she thinks the skills gap between the two is overstated, and how she rebuilt her finance team's operating model within weeks of joining. She also gets into why cash discipline matters as much as EBITDA, how AI is reshaping the shape of finance teams, and the personal drive behind her career - from growing up in Southall as the child of first-generation immigrants to being a role model for her two daughters. Whether you're building a case for your first CFO role, working inside a PE-backed business, or thinking about what a high-performing finance team looks like in 2026, Jazz's perspective is candid, hard-won, and worth hearing.

    The First 90 Days as a CFO: No Induction Period in Private Equity

  5. 2. Juli

    The CFO to CEO Shift Nobody Tells You About

    Simon Loveridge stepped into the CEO seat at Rafter Group, a PE-backed self-storage business operating across five European markets, after joining as CFO. The insight at the heart of his transition: as CFO, you're judged on being right. As CEO, you're judged on being clear. In this episode of Chat CFO, Simon breaks down what that shift actually demands, how Rafter Group doubled in size in two years, and what PE investors are really looking for in a finance leader. He also gets into how the business built a custom AI pricing engine using OpenAI, Claude, and Gemini, and why most organisations are still confusing AI activity with AI value. Whether you're a CFO thinking about the next step, working inside a PE environment, or building the credibility that gets you noticed at board level, Simon's perspective is direct, practical, and worth hearing. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    The CFO to CEO Shift Nobody Tells You About

  6. 18. Juni

    How This CFO Sold LoveFilm to Amazon

    Jim Buckle has spent 25 years building a CFO career that defies the obvious path. He started at KPMG, moved to the BBC, then Dell, ran a startup that collapsed in six months, turned around Property Finder, and eventually sold LoveFilm to Amazon before scaling Gusto from under £100 million to over £300 million in two years during Covid. In this episode, Jim breaks down the real difference between PE and VC ownership structures, and which type of CFO thrives in each. He shares what the Amazon deal taught him about unintended cap table consequences, why a point-in-time forecast is useless in a perma-crisis world, and how he now runs finance for a 300M revenue business four days a week. If you are an aspiring CFO working out your own path, or a finance leader navigating a shift in ownership structure, this is a direct and honest conversation worth your time. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    How This CFO Sold LoveFilm to Amazon

  7. 4. Juni

    3 Things No One Tells You About a PE Exit as CFO

    Exit readiness is not a six-week project. Dominic Wilkinson, CFO of Team Sport, the UK's largest indoor go-karting brand, shares what it actually takes to be PE-backed and exit-ready at the same time, why due diligence rewards the data-driven, and how a consumer leisure business is deploying AI to manage its biggest cost pressure: people. Dominic also covers CFO career development in private equity, what finance leaders consistently underestimate when entering PE for the first time, and why the CEO-CFO relationship is the partnership that decides whether a business scales or stalls. A direct, sharp conversation for anyone building a finance career in a PE-backed environment or navigating the complexity of high-growth consumer businesses. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    3 Things No One Tells You About a PE Exit as CFO

  8. 5. Mai

    What Makes a Great PE-Backed CFO? 2 Veterans Answer

    Everybody wants to be a CFO. Almost nobody is prepared for what the job actually demands. Alex Gersh has led a Nasdaq IPO at Sportradar, the merger of Betfair and Paddy Power, and the £2.7 billion sale of Evelyn Partners to NatWest. Carrie Hutchinson is a transformation and turnaround CFO who negotiated £800 million of CapEx builds at Gatwick Airport and has driven exit readiness across multiple PE backed businesses. They cover what the CFO role really looks like in 2026, how to build resilience under geopolitical and covenant pressure, why trust is the only currency that matters with a CEO or PE house, the real truth about hiring for "heart" over skill, why most M&A deals fail on the plumbing rather than the price, and how to choose the right first CFO seat. Find Chat CFO here: Spotify: https://open.spotify.com/show/4lagVbEmRBUvJzF6OkFy1r Apple Podcasts: https://podcasts.apple.com/gb/podcast/chat-cfo/id1741011776 YouTube: https://www.youtube.com/@stoixChatCFO LinkedIn: https://www.linkedin.com/company/stoix/?originalSubdomain=uk

    What Makes a Great PE-Backed CFO? 2 Veterans Answer
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Info

Chat CFO gives you insight from the people behind the numbers. Finance leaders who’ve had to make tough calls, rethink their role, and learn by doing.You’ll hear directly from the CFOs, COOs, and CEOs behind some of the most meaningful business decisions in recent years. Listen to honest conversations from leaders about what worked, what didn't, and what it really takes to lead when it matters most.The Chat CFO podcast will help you to learn:-  How modern CFOs are adapting to AI, regulation, and risk-  Why culture, sustainability, and global growth sit firmly in the finance seat-  The impact of the personal decisions and turning points that shaped lasting careersIf you’re a CFO, a future CEO, or a finance leader who’s thinking bigger, Chat CFO gives you the thinking, the scars, and the clarity to move forward with purpose.Bold Moves. Big Impact.--Chat CFO is a STOIX podcast, produced in partnership with Unity Advisory.Follow STOIX on LinkedIn and subscribe to our Youtube channel for more expert hiring content.

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  • Erstellt von
    STOIX
  • Jahre aktiv
    2024 - 2026
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    33
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    © 2026 Chat CFO
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