9 episodes

Podcast by Numeritas

The Forward Thinking CFO Numeritas

    • Business
    • 5.0 • 8 Ratings

Podcast by Numeritas

    Episode 8 - Brian Jones - Microsoft Excel - Part 2

    Episode 8 - Brian Jones - Microsoft Excel - Part 2

    Welcome back, for the second part of our conversation with Microsoft Excel’s Head of Product, Brian Jones.

    In today’s episode, we delve deeper into the evolution of Excel and the innovations that are keeping it ahead of the competition.

    We discuss what the future holds for Excel and the various opportunities for its customers, including:

    - How it’s catering to a range of different users and making more complex tools more accessible for different customer groups.

    - The increasing ability to build automated processes in Excel without the need for coding skills.

    - And the drive to bring Excel’s full capabilities to all platforms, including its web application.

    This episode will give you a rare opportunity to look at the inner workings of a product so many of us rely on.

    If you’re a CFO, you’re going to want to listen all the way to the end as this interview will give you a great understanding of the advances that are coming to your screen soon.

    We’re keen to hear your thoughts on this episode, so please do get in touch at info@numeritas.co.uk

    If you want to find out more about Brian, check out his LinkedIn profile - https://www.linkedin.com/in/brijones/

    And to learn more about Excel, head to the Microsoft website - https://www.microsoft.com/en-gb/microsoft-365/excel

    • 29 min
    Episode 8 - Brian Jones - Microsoft Excel - Part 1

    Episode 8 - Brian Jones - Microsoft Excel - Part 1

    Today’s guest is the first non-CFO to feature on the podcast, but it’s fair to say he has a profound impact on almost every Finance professional’s working life.

    We had the pleasure of sitting down with Microsoft’s Head of Product for Excel, Brian Jones and we had so much to talk about that we’ve decided to split this episode into a two-part special for you.

    Having started his career at Microsoft more than 20 years ago, Brian now leads all Excel development and is responsible for keeping Excel at the cutting edge of what’s possible.

    In today’s part one, we talk everything Excel, including:

    - How Microsoft’s commitment to nurturing creativity and collaboration are key to the success of Excel and the entire Office suite.

    - How customers are constantly pushing Excel’s boundaries to create their own ingenious solutions and applications.

    - And the increasing value of artificial intelligence in helping users get the most from Excel.

    It was fascinating to hear about Brian’s journey at Microsoft and get a behind-the-scenes peek into Excel’s development.

    This episode will give you a much deeper understanding of Excel’s growing capabilities and what it takes to keep a product like this at the top of its game for so many years.

    This is just part one, and if you enjoy this, you’ll definitely want to make a note to come back for part two next week.

    We’re keen to hear your thoughts on this episode, so please do get in touch at info@numeritas.co.uk

    If you want to find out more about Brian, check out his LinkedIn profile - https://www.linkedin.com/in/brijones/

    And to learn more about Excel, head to the Microsoft website - https://www.microsoft.com/en-gb/microsoft-365/excel

    • 40 min
    Episode 7 - Duncan Hayward - Pacific Life Re

    Episode 7 - Duncan Hayward - Pacific Life Re

    In today’s episode we speak to Duncan Hayward, CFO at Pacific Life Re.

    Duncan’s impressive career is testament to the importance of spotting opportunities when they arise. As he points out in this episode, he has only had five job interviews in his entire life, and while in almost every case he’s been offered a role, it’s not always been the one he initially went in for.

    With such a successful career, Duncan has many great insights for anyone aiming to become a CFO. In this episode we discuss a whole range of them, including:

    - How he overcame a turbulent start at Pacific Life Re and how that shaped the next 12 years of his career.

    - The significant changes he’s seen in insurance over the past 12 months and how he sees the market changing as we emerge from the Covid-19 pandemic.

    - And how becoming a CFO can often mean you’re spending less time looking at finances, and more at how the back office is functioning in a business.

    It was an absolute pleasure speaking to Duncan and finding out more about the challenges he’s faced throughout his career.

    Whether you’re just at the start of your finance career or you’re a fellow CFO navigating Covid-19, today’s episode will give you a great insight into the changing landscape of finance in the insurance market.

    We’re keen to hear your thoughts on this episode, so please do get in touch at info@numeritas.co.uk

    If you want to find out more about Duncan, check out his LinkedIn profile - https://www.linkedin.com/in/duncan-hayward-6a105616/

    If you want to learn more about Pacific Life Re, have a look at their website at - https://www.pacificlifere.com/

    • 54 min
    Episode 6 - Darrell Cox - Vena Solutions

    Episode 6 - Darrell Cox - Vena Solutions

    In episode 6 of the Forward Thinking CFO, we speak to Darrell Cox, Chief Financial Officer at our technology partner, Vena Solutions.

    Vena is a leading cloud technology platform in the corporate performance management arena and is headquartered in Toronto, Canada.

    Darrell joined Vena in 2014 as CFO at the very early stages of its growth journey and was the first non-founding member of the management team. He has since overseen the scaling up and rapid growth of the business. This experience and his early adventures in finance, and even door to door sales, have shaped him into the down to earth and authentic CFO we speak with today.

    Darrell's journey and insights provide many topics to explore, including:

    - The importance of a robust management operating process across multiple dimensions of a CFOs playbook

    - How the role of the CFO is one of storytelling, building trust, and motivating and aligning individuals and teams

    - And we also talked about the dynamic and impactful role of the CFO in balancing growth, cash, and the timing, frequency, and size of fundraising activities in a high growth environment.

    Darrell shared with us the importance he places on authenticity as a finance professional, and how essential that is in the DNA of today's forward thinking CFO.

    We had a great time recording this conversation with Darrell and personally took away some great gems of insight, which we believe you will benefit from.

    We’re keen to hear your thoughts on this episode, so please do get in touch at info@numeritas.co.uk

    If you want to find out more about Darrell, check out his LinkedIn profile - www.linkedin.com/in/darrell-cox-547a461

    If you want to learn more about Vena Solutions, have a look at their website at - www.venasolutions.com

    • 56 min
    Episode 5 - Richard Evans - Excalibur Communications

    Episode 5 - Richard Evans - Excalibur Communications

    In today’s episode we speak to Richard Evans, Finance Director at IT specialists, Excalibur Communications. Richard joined the team in 2017 to help make their latest management buyout a success, within just 18 months.

    Successfully managing a disposal, acquisition and management buyout is a career-defining moment for many finance professionals. Richard has ticked all three off his list already, gaining a wealth of expertise along the way.

    With such a range of experiences, there were plenty of topics for us to dive into and Richard had some brilliant insights for fellow Finance executives, including:

    - How you can overcome the challenges of buying and building businesses overseas from understanding different laws and tax return requirements to operating effectively across time zones.

    - Why investing time in creating an effective financial model is critical when it comes to convincing banks to back your management buyout.

    - And how to make reliable financial forecasts, when there is very little relevant data to base them on, due to the Covid-19 pandemic.

    It was so interesting talking to Richard. Not only does he provide revealing details about the key moments in his career - he shows what it takes to become a top CFO, from mastering the small details to providing real value to the CEO and board.

    Whatever point you’re at in your finance career, listening to Richard will give you a clear idea of how to take your next step and seize opportunities that come your way.

    We’re keen to hear your thoughts on this episode, so please do get in touch at info@numeritas.co.uk

    If you want to find out more about Richard, check out his LinkedIn profile - https://www.linkedin.com/in/richard-evans-91032898/

    If you want to learn more about Excalibur Communications, have a look at their website at - www.excaliburcomms.co.uk

    • 56 min
    Episode 4 - James Davis - BGF

    Episode 4 - James Davis - BGF

    We speak to Finance professionals on a daily basis and almost all of us got into the industry because we were good with numbers. But as today’s guest will tell you - to successfully progress to the top and become one of the very best CFOs, there’s many more skills you’ll need to master.

    In today’s episode, we speak to James Davis, Advisor at BGF, one of the UK’s most active investment companies, providing venture capital for high growth small and medium-sized businesses.

    After spending 8 years at one of the UK’s leading accounting firms, James took the bold step to join, what was back then, the small spread betting start up, Sporting Index. He played an instrumental role in growing Sporting Index and later on uSwitch, ultimately helping both businesses successfully sell in multi-million-pound deals.

    With nearly two decades of hands-on CFO experience, including four successful exits, James now lends his years of knowledge to the SME businesses in BGF’s growing portfolio.

    With James’s wealth of experience, we had a lot to unpack in this episode and there’s so much valuable detail for anyone looking to scale a company, including:

    - His insights on choosing exit routes and identifying potential buyers for companies who have undergone a period of rapid growth

    - The four key drivers for valuing your business, and why you should always be prepared to walk away from a deal that isn’t right

    - And James’s advice for CFOs on avoiding the uncertainty of the coming 12 months and why embracing automation will help you succeed in the long term.

    We really enjoyed this conversation with James, and it was fascinating to learn more about his own CFO experience and his advice for businesses now that he’s moved over to the advisory side.

    So, whether you’re currently working towards becoming a CFO, or you’re already at the helm and looking at ways to scale your business or prepare for a sale, we know you’re going to get so much value from this episode.

    We’re keen to hear your thoughts on this episode, so please do get in touch at info@numeritas.co.uk

    If you want to find out more about James, check out his LinkedIn profile - https://www.linkedin.com/in/jamesecdavis/

    If you want to learn more about BGF, have a look at their website at - https://www.bgf.co.uk/

    If you’ve enjoyed the podcast series so far, please pass it on to colleagues and friends who might be interested and why not subscribe using for favourite podcast app so you don’t miss future episodes of the Forward Thinking CFO.

    • 42 min

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5.0 out of 5
8 Ratings

8 Ratings

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