The Growth-Minded CFO

Upflow

Today's financial leader is more than a number cruncher - they're a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast challenges the status-quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.

  1. 3日前

    Revisiting: What Makes a Great CFO? Expert CFO Recruiter, Dav Masaon, Tell Us

    When is the right time to hire your first CFO? And what actually separates a great one from an expensive mistake? In this re-released standout episode of The Growth-Minded CFO, we revisit our conversation with Dav Masaon, Co-Founder of executive search firm Zanda, to unpack one of the most high-stakes decisions founders make: hiring a CFO who can truly scale with the business. This isn’t a checklist of qualifications. It’s a practical look at what happens when companies bring in finance leadership too early, too late - or with the wrong expectations. Dav brings a front-row view from placing CFOs across high-growth startups globally, sharing how the role is evolving fast in response to tighter capital, rising expectations, and the growing influence of AI and automation. A clear tension runs through the conversation: startups don’t just need financial oversight anymore. They need operators who can balance discipline with ambition - driving growth while building the foundations for long-term performance. We also dig into what founders consistently get wrong. From over-indexing on “big company” experience to underestimating the importance of stage-fit, Dav explains why the best CFO hires aren’t always the most obvious on paper. If you’re a CFO or finance leader looking to understand what truly sets the best apart — from how they operate to the traits and experiences that define them — this episode will help you benchmark and sharpen your own approach. In this episode: When and why companies should hire their first CFOThe biggest finance hiring mistakes founders makeWhat differentiates a great startup CFO from a corporate, and why that matters for CFO hiringHow the CFO role is evolving with AI and automationWhy financial discipline matters more than everHow to evaluate candidates for stage-fit and real impact.Subscribe for more conversations with growth-minded finance leaders shaping the future of the CFO role. The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    39 分鐘
  2. 3月4日

    How Nonprofit Finance Sharpens Decision-Making for Any CFO, with Darien Wright

    What can nonprofit finance teach CFOs about decision-making In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl speak with Darien Wright, CFO and COO of the National Geographic Society. After a 30-year career spanning public accounting, consulting, telecommunications, hospitality, and private equity - including roles at PwC, Accenture, Sprint, Marriott, and Brookfield - Darien made an unexpected move into the nonprofit sector. What he found there reshaped how he thinks about finance leadership. In this conversation, Darien explains how nonprofit operating models force finance leaders to make decisions with less certainty, longer revenue cycles, and greater ambiguity. With contributions replacing traditional revenue streams and impact replacing traditional ROI, the role demands discipline, judgment, and a deep understanding of mission. Darien also shares how combining the CFO and COO roles requires enterprise-level thinking, operational alignment, and constant prioritization of liquidity, impact, and mission. Chapters: 01:11 Meet Darien Wright01:54 National Geographic Mission03:20 Career Before Nonprofit04:26 Why Choose Nonprofit05:53 Donor Revenue Reality06:56 Mission First Finance07:53 Impact And Liquidity10:00 Forecasting Fundraising12:08 Transferable CFO Skills13:53 Empathy As Leadership15:24 CFO And COO Role17:55 Balancing CFO and COO18:53 Mission First Investments20:04 Nonprofit Efficiency Metrics22:34 Board Governance Cadence23:23 Sponsor Break25:08 Building the New Museum28:07 Life Beyond the Mission29:45 Advice for Aspiring CFOsIn this episode, Darien covers: Why nonprofit finance requires strong liquidity disciplineHow slower revenue cycles change forecasting and planningThe challenge of making decisions with imperfect informationHow mission-driven organizations evaluate investment impactThe advantages of combining CFO and COO responsibilitiesWhy empathy and enterprise thinking are essential leadership skills.As Darien explains: “You have to make decisions along the way with imperfect information.” This is a thoughtful conversation about finance leadership in environments where certainty is limited, impact matters deeply, and judgment becomes the CFO’s most valuable skill. 📺 Watch this episode on YouTube: If you're a CFO, finance leader, or aspiring executive, this episode offers valuable insight into how leadership, capital discipline, and mission-driven thinking intersect. Mentioned in this episode: our episode with Erik Nakamura, where he discusses the importance of EQ for any great CFO https://youtu.be/lYktfwG2w44?si=3oiEC_qqeYSxA244 Subscribe for more conversations with growth-minded finance leaders shaping the future of the CFO role. The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) speak with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at upflow.io. Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io Want to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    34 分鐘
  3. 2月18日

    Revisiting: Charly Kevers (CFO @ Carta) On The Role Of The Finance Team In Scaling

    What does it really take to scale finance through the stages that break most teams? In this re-released standout episode, we revisit our conversation with Charly Kevers, CFO of Carta - who helped guide the company from Series B to Series G over seven years of hypergrowth, complexity, and rising investor expectations. This isn’t a theoretical discussion about what CFOs should do. It’s a practical look at what actually happens when growth accelerates, pressure mounts, and the role of finance fundamentally changes. Charly makes a compelling case that modern CFOs no longer get to choose between growth and profitability. Today, you’re expected to drive aggressive expansion while proving a credible path to sustainable profits — at the same time. That tension is where the real leadership begins. We also explore one of the most forward-thinking aspects of Carta’s finance function: it’s not just accountants and FP&A. Charly built a cross-functional organisation that includes engineers and works deeply alongside sales, marketing, and product. His philosophy? Use constraints to sharpen creativity — not to slow teams down. If you’re building a finance team for scale, navigating the shift from high-growth to durable growth, or redefining what the CFO role looks like today, this episode is worth a (re)listen. In this episode: How the CFO role evolves from Series B to Series G Why growth and profitability must coexist Scaling finance teams through complexity Embedding finance across the organisation Using constraints to drive better decisions Subscribe for more conversations with growth-minded finance leaders shaping the future of the CFO role. The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠upflow.io⁠. Want to get in touch? Reach out to our producer at ⁠joseph.sweeney@upflow.io⁠ Want to recommend a guest or apply to be on the show yourself? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    45 分鐘
  4. Stepping In Mid-Crisis: Trust, Pressure, and the CFO Role, with Niels Boon

    2月4日

    Stepping In Mid-Crisis: Trust, Pressure, and the CFO Role, with Niels Boon

    What should a CFO prioritize when stepping into a business already under pressure? In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl speak with Niels Boon, CFO of Cint, a Stockholm-Nasdaq listed tech company and the world’s largest survey exchange. Niels joined Cint as the sixth CFO in four years, at a time of leadership change, debt pressure, public market scrutiny, and an unfinished post-merger integration. What followed was not just a financial turnaround - it was a story about rebuilding trust, stabilizing operations, and leading teams through sustained pressure. In this conversation, Niels shares how the CFO role changes when a business is fragile, why radical candour builds credibility, and how fixing unglamorous structural issues can unlock real performance.Chapters: 01:08 Meet Niels Boon: A Journey to CFO02:07 Niels' Career Path and Early Interests04:14 First Steps in the Tech World05:19 Becoming a CFO: The Learning Curve11:46 Navigating Global Expansion and Compliance15:58 Joining Cint: A Time of Change and Pressure21:14 Refinancing Challenges and Financial Restructuring22:04 Cultural Clashes and Team Motivation23:13 Legal Entity Rationalization and ERP System Integration25:05 The Importance of Communication and Credibility27:17 The Shift to Profitable, Sustainable Growth29:05 Onboarding Best Practices for CFOs35:20 Positive Outcomes and Lessons LearnedIn this episode, Niels covers: How to build trust with investors, lenders, and boards when the numbers aren’t yet on your sideWhy the CFO often becomes the stabilizing force during leadership changeHow to prioritize in complex post-merger environmentsThe importance of listening before acting when stepping into a new roleLeading finance teams through pressure without burning them outWhy modern CFOs don’t always come from traditional finance backgroundsAs Niels puts it: “What is important is what you see on the surface, and then you need to find out why that problem is so persistent.”This is a practical, honest look at CFO leadership when the stakes are high and the margin for error is thin. Watch the full episode on YouTube: https://youtu.be/ONNt63tbED0?si=6AMhdCirK-4gbeSR If you’re a CFO, finance leader, or aspiring executive navigating change, turnaround situations, or high-pressure environments - this episode is for you. Subscribe for more conversations with growth-minded finance leaders shaping the future of the CFO role. The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠upflow.io⁠. Want to get in touch? Reach out to our producer at ⁠joseph.sweeney@upflow.io⁠ Want to recommend a guest or apply to be on the show yourself? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    42 分鐘
  5. 1月8日

    How to Run Finance in a Creative, 'Hit-Driven' Business, with Diya Sagar

    In creative businesses, the art drives the upside — but the numbers determine whether the art can exist at all. In this episode of The Growth-Minded CFO, hosts Alex Louisy and Lauren Pearl sit down with Diya Sagar, CFO of AWA Studios, a young media company that publishes original graphic novels and brings them to life in film and television. Diya leads finance in this truly hit-driven business. There’s no recurring revenue, outcomes are unpredictable, and every project is a bet. She shares how she brings financial certainty to an inherently uncertain environment - without slowing creativity. Chapters: 01:55 Diya's Career Journey and Role at AWA Studios03:40 Transitioning from Large Corporations to a Small Creative Company05:02 Managing Multiple Roles in a Small Organization07:41 Navigating the Unpredictable Nature of Creative Businesses08:53 Evaluating and Investing in Creative Projects15:30 Competing with Industry Giants17:10 Balancing Creativity and Financial Stability18:34 Providing Certainty in Creative Businesses20:26 Building Trust with Creative Teams21:17 Effective Communication with Creatives22:44 Transitioning Her Career gto a Creative Environment27:49 Challenges of Establishing a Finance FunctionIn this episode, you'll learn: What it means to run finance in a creative, hit-driven businessHow CFOs can create certainty in an uncertain environmentManaging volatility without killing creativityWhy guardrails matter more than controlHow to think in portfolios when every project is a betWhat financial excellence looks like in an early-stage studioThis conversation is essential listening for CFOs, finance leaders, and operators working outside traditional recurring-revenue models - or anyone navigating creative, nonlinear businesses. Prefer to watch? Check out the full video of the interview on YouTube: https://youtu.be/MfFEkYmPMQY?si=cXsfD_dOLfn3L73X 👉 SUBSCRIBE for more real-talk with modern finance leaders 👉 SHARE this episode with a CFO or operator who’ll find it valuable. The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠upflow.io⁠. Want to get in touch? Reach out to our producer at ⁠joseph.sweeney@upflow.io⁠ Want to recommend a guest or apply yourself? Fill out our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    36 分鐘
  6. 10/12/2025

    Leveraging Data Insights for Smarter Business Decision Making, with Jim Cook and Winnie Aoieong

    This week on The Growth-Minded CFO, we’re sharing a special podswap with our friends at the FP&A Unlocked podcast (formerly FP&A Tomorrow). Host Paul Barnhurst sits down with two finance leaders who’ve shaped how modern FP&A operates: Jim Cook (former CFO of Mozilla, with leadership roles at Netflix and Intuit) and Winnie Aoieong (VP of Business Finance at PowerSchool). Together, they explore what great FP&A looks like today - and why the function’s real power goes far beyond data analysis. Jim and Winnie unpack how to build decision-making systems, create trust-based business partnerships, and balance technical depth with clear, actionable communication. They also dive into the growing role of generative AI, and why “progress over perfection” is now the mindset every high-performing finance team needs. If you’re a CFO, FP&A leader, or operator who wants to elevate how your team influences decisions, this conversation is packed with practical insights. Check out the full feed of other great episodes on the FP&A Unlocked podcast: Spotify: https://open.spotify.com/show/4xu3W2R4oCbCm6L8k8XY1xWebsite: https://www.thefpandaguy.com/fpa-unlocked-podcastWhat you’ll learn: Why world-class FP&A teams build decision-making systems, not just reports How trust and communication fuel strategic partnership across the business The power of community and crowdsourcing for problem-solving Why “perfection is a prison” - and how continuous improvement drives real impact Practical AI use cases already improving FP&A efficiency today A thoughtful and inspiring conversation with two leaders who’ve lived through hyper-growth, transformation, and the evolution of the finance function. Follow Jim on LinkedIn: https://www.linkedin.com/in/cookflix/Follow Winnie on LinkedIn: https://www.linkedin.com/in/winnie-aoieong-6852212/Follow Paul on LinkedIn: https://www.linkedin.com/in/thefpandaguy/The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. The Growth-Minded CFO podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠upflow.io⁠. Want to get in touch? Reach out to our producer at ⁠joseph.sweeney@upflow.io⁠ Want to recommend a guest for a future episode? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    59 分鐘
  7. 26/11/2025

    How to Communicate Financials to Executives, with Anders-Liu Lindberg

    Every finance team wants a seat at the table - but too often, their message gets lost once they’re there. In this episode of The Growth-Minded CFO, we sit down with Anders Liu-Lindberg - Partner at the Business Partnering Institute, co-author of the book 'Communicating Financials to Executives', and one of the most followed finance voices on LinkedIn - to unpack how finance leaders can move from number-crunchers to true strategic partners. Anders shares practical frameworks and real-world stories to help finance professionals strengthen their influence, communicate with clarity, and earn trust with leadership teams. Chapters: 02:09 Anders' Professional Journey03:28 From Finance to Consulting05:55 Building Influence and Trust16:41 The Trust Equation21:56 Aligning Leadership on Key Challenges22:10 Addressing Challenges with Recommendations23:06 The Importance of Simplicity in Communication26:01 Effective Use of Visuals in Presentations27:49 Transforming Complex Data into Actionable Insights34:50 The Role of Storytelling in Finance38:04 Becoming the Consultant Within Your CompanyYou’ll learn: Why Insight × Influence = Impact (and how to apply it in real finance settings)How to shift from “finance in the trunk” to the co-pilot seat of the businessA proven structure for board and leadership presentations that keeps executives engagedThe concept of “Know the details, but don’t show them” — and why the appendix is your best friendHow to use storytelling frameworks like SCQA to make financial insights memorableHow trust and relationships unlock real influence for CFOs and finance leadersListen (and subscribe) on YouTube: https://youtu.be/B5twrAIQN-w?si=BW7EHFCSfTG-8Jd9 Connect with Anders: https://www.linkedin.com/in/andersliulindberg/ Connect with Alex: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren: https://www.linkedin.com/in/laurenepearl/Links and Resources (mentioned in this episode): Book: 'Communicating Financials to Executives' (co-authored by Anders Liu-Lindberg) - https://www.wiley.com/en-us/Communica...Book: 'The Trusted Advisor' - https://trustedadvisor.com/books/the-...Article: Paul Graham, founder of Y Combinator - 'Good Writing' https://paulgraham.com/goodwriting.htmlTry Upflow FRM (Financial Relationship Management) – get paid faster and build stronger customer relationships: ⁠upflow.io⁠The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠upflow.io⁠. Want to get in touch? Reach out to our producer at ⁠joseph.sweeney@upflow.io⁠ Want to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    42 分鐘
  8. 11/11/2025

    From Steward to Orchestrator: CFO Leadership Lessons with Xavier Castellana

    What happens when a CFO stops acting as a financial steward and starts leading as an orchestrator - aligning rhythm, trust, and strategy across the entire business? In this episode of The Growth-Minded CFO, hosts Alex Louisy and Lauren Pearl speak with Xavier Castellana, former CFO of Typeform, TravelPerk, and Amenitiz, and now Managing Partner at LeaderNess. Xavi shares lessons from scaling some of Europe’s fastest-growing SaaS companies - and how today’s CFO must go beyond reporting to become the conductor of alignment, cadence, and culture. He explains why small misalignments at the top create chaos below, how the best CFOs find the right rhythm for leadership collaboration, and the four numbers every finance leader needs to turn strategy into execution. Together, Xavi and our hosts unpack what it means to lead finance as a human system - one that connects people, numbers, and purpose. Chapters: 02:10 Xavi's Career Path: From PwC to Startups05:00 Leadership Alignment: Key to Success07:44 The Evolving Role of the CFO09:51 Building Collaboration and Trust14:09 Setting the Right Cadence for Teams16:31 Balancing Strategic and Operational Roles25:19 The Power of Offsites for Strategic Alignment30:56 Managing International Teams and Cultural Differences39:18 Conclusion: Turning Adversity into Opportunity Key Takeaways: The CFO as Orchestrator. Finance leaders no longer just protect the business — they set the rhythm, connect every department, and ensure decisions move in sync.Alignment starts at the top. “A small discrepancy at the leadership team is an abyss in the teams.”Strategy becomes real when it’s measured. Xavi’s four essential numbers — revenue, headcount, cash, and profitability — turn ambition into shared accountability.Offsites create clarity. True strategic thinking happens away from daily noise, when leaders can step back and reset priorities.Culture shapes collaboration. Understanding cross-cultural differences — from how teams plan to how they give feedback — is key to global alignment. Subscribe for more episodes with founders, CFOs, and finance leaders. Watch this episode on YouTube: https://youtu.be/TzHDVpHWrbM?si=NiogFZVD-AOav3OU Links and Resources: Try Upflow FRM (Financial Relationship Management) – get paid faster and build stronger customer relationships: upflow.io 👉 SUBSCRIBE for more real-talk with modern finance leaders 👉 SHARE this episode with a CFO or operator who’ll find it valuable. The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at upflow.io. Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io Want to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

    42 分鐘

關於

Today's financial leader is more than a number cruncher - they're a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast challenges the status-quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.

你可能也會喜歡