CFO THOUGHT LEADER

CFO THOUGHT LEADER
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CFO THOUGHT LEADER

CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.

  1. 1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

    2 GIỜ TRƯỚC

    1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

    It was shortly after Eugene Wong exited the banking world to advance into a senior operations role that he realized the importance of a holistic view. At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. By stepping in and aligning priorities, he emerged as a “quarterback,” bridging perspectives and clarifying responsibilities. This revelation set the tone for Wong’s career journey. Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. Later, he pursued an MBA, joined Goldman Sachs to build on transactional capabilities, and returned to Silicon Valley Bank in a senior role. Ultimately, he stepped into the fast-paced realm of growth-stage companies, seeking to become a true financial operator. Today, Wong serves as CFO of Clara Analytics, where he orchestrates data-driven decision-making and fosters cross-functional collaboration. “You can’t stay behind spreadsheets,” Wong tells us, “you have to understand what each team does day in and day out.” By meeting regularly with department leads, he seeks to position finance as a trusted partner rather than a distant overseer. Wong credits his “big-picture” focus for sharpening his resource allocation. “Anytime you spend money or time in one place,” Wong tells us, “you’re making a bet you can’t place elsewhere.”

    53 phút
  2. 1062: Scaling with Purpose and Profit | Hetu Patel, CFO, Thrive Market

    2 NGÀY TRƯỚC

    1062: Scaling with Purpose and Profit | Hetu Patel, CFO, Thrive Market

    Four years into his 12-year career chapter at Amazon, Hetu Patel was appointed Finance Director for Prime—a role he credits with opening his eyes to strategic finance. In the days ahead Patel would be handed a milestone assignment, where he worked on a groundbreaking framework attributing the total value of Prime membership to each bundled benefit: video, music, books, and fast shipping. Collaborating with economics and business teams, he quantified how each offering affected purchase behavior and membership renewals, “Patel tells us.” This data-driven approach ultimately informed billions in investment decisions, illustrating how finance could reshape strategy, boost decision-making speed, and deliver transformative impact. Patel’s nearly 12-year tenure at Amazon exposed him to operations, retail category development, and even a general manager role, sharpening his analytical skills and broadening his perspective on enterprise-wide connectivity. “Improving the quality and speed of decision-making is the most important role of finance,” Patel tells us. This belief guided him into his subsequent position as CFO at Imperfect Foods, where he further honed board relations, fundraising, and M&A capabilities. Today, Patel channels these cross-functional experiences into his role as CFO of Thrive Market, combining rigorous long-term planning with a mission-driven focus on healthy, sustainable living. Drawing on lessons from Amazon’s culture of data-centricity, Patel emphasizes strategic foresight and clear performance metrics to guide decision-making.

    46 phút
  3. Controllers Classified: Host Erik Zhou welcomes Sourcegraph's Contoller Desene Sterling

    5 NGÀY TRƯỚC

    Controllers Classified: Host Erik Zhou welcomes Sourcegraph's Contoller Desene Sterling

    When you think about accounting at growth stage companies, the word "artistry" might not immediately come to mind, but Desene Sterling makes a compelling case for it in this episode of Controllers Classified. As the Controller at Sourcegraph, Desene describes how crafting processes, like implementing procurement workflows or streamlining month-end close, feels like painting a masterpiece—except her medium is reconciliations and financial statements. This episode takes a deep dive into what it takes to build an accounting function from scratch in a growth stage startup. Desene recounts the feeling of being the first in-house accounting hire, navigating "free-for-all" credit card policies and training teams to embrace structure in a way that doesn’t stifle innovation. Her philosophy? Build processes that flex and grow alongside the company, even if that means starting with something imperfect. But it’s not all about debits and credits—relationships take center stage too. Desene explains how building credibility with colleagues and positioning finance as a partner (and not just an enforcer) are critical steps in successful change management. She also spends time on what she looks for in talent when building out her team, noting that nothing is more important than hiring people who can manage the details while keeping sight of the big picture. From detailing the nuances of SaaS and on-prem revenue recognition to recounting an unforgettable typo on a 10-Q filing, this episode showcases how accountants at growth-stage companies tackle big challenges with grit, ingenuity, and the occasional dose of humor.

    40 phút
  4. 1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security

    8 THG 1

    1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security

    CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through multiple investment rounds and significant secondary transactions. These transactions, which allow employees to sell shares prior to an IPO, can be tricky to manage from a morale standpoint. “It’s about maintaining fairness and long-term vision,” Lippmann tells us. By educating employees about responsible wealth management, Lippmann tellsus he was able to preserve the company’s collaborative culture and harness momentum for broader strategic goals. His approach to finance leadership emphasizes transparency and data-driven decisions across all functions, not simply “being the bad guy,” Lippmann tells us. Now as CFO of Salt Security, he applies the same philosophy of aligning metrics with execution to drive both rapid expansion and operational discipline. From orchestrating multi-million-dollar funding efforts to shaping sustainable corporate cultures, Lippmann’s journey underscores how secondary transactions—appropriately handled—can spark innovative thinking and sustainable growth.

    40 phút
  5. 1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy

    5 THG 1

    1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy

    When Emma Seymour arrived at Deputy in early 2022, she became focused on strengthening the company’s financial foundation. In the three years since, Deputy has achieved a historic milestone—reaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value. Turning back the clock, Seymour tells us her initial focus was “runway optimization”—a disciplined approach to spending and resource allocation that helped the business thrive in uncertain market conditions. Seymour’s path to the CFO office was paved by a broad advisory background, where she honed her ability to identify “leaky taps” and champion data-driven decisions. At Deputy, she has sought to refine revenue models, implement robust metrics, and guide the firm through a series of pivotal fundraising conversations. The move to pursue strategic investments from major customers rather than relying solely on venture capital is now expected not only to deepen customer relationships but also to unlock new distribution channels for Deputy’s offerings. Looking back, Seymour tells us she has consistently applied a “storytelling through numbers” philosophy. Along the way, she understood that it was incumbent on finance leadership to make sense of raw data within companies—finance leaders must connect figures to overarching strategy in a way that resonates with board members, employees, and investors alike. This dual focus on clarity and collaboration allowed Deputy to pivot quickly when market conditions shifted, without sacrificing the company’s innovation agenda.

    46 phút
  6. From Misaligned Commissions to Unified Goals - A Planning Aces Episode

    2 THG 1

    From Misaligned Commissions to Unified Goals - A Planning Aces Episode

    In our latest Planning Aces episode of CFO Thought Leader, Jack Sweeney teams with FP&A veteran Brett Knowles to spotlight three finance leaders tackling one of business’s most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging the gap between sales and delivery teams. Then, Jellyfish CFO Joanne Cheng reveals the power of being a “connector”—a finance leader who unifies fast-scaling startups by integrating hires, systems, and processes from day one. Finally, Cribl CFO Zach Johnson shares his “three P’s” framework—precision, predictability, and performance—spotlighting how open communication and unit economics training can shape a company’s culture and boost long-term value. Throughout, Brett Knowles offers revealing insights into how CFOs can develop organizational trust, adopt strategic compensation models, and champion cross-functional collaboration to drive sustainable growth.

    38 phút
  7. Bonus Replay: Where the Puck Is Headed | Michelle Hook, CFO, Portillo’s

    1 THG 1

    Bonus Replay: Where the Puck Is Headed | Michelle Hook, CFO, Portillo’s

    It was late 2020 when Michelle Hook ended 17 years of fruitful career-building at Domino’s to accept a CFO appointment at fast casual restaurant chain Portillo’s.   “The two things that I was looking for were to be passionate about a new brand and to feel a culture fit,” recalls Hook, who adds that she had long imagined someday leaving Domino’s to join a smaller company that she could help to grow. “I just didn’t care about going to a bigger company or ‘X,’ ‘Y,’ or ‘Z,’” continues Hook, who tells us that she ultimately took a leap of faith with regard to there being a culture fit at Portillo’s. “I actually never stepped into our headquarters until my first day on the job and had met in person only with the CEO, since this was during COVID times and the rest of the hiring process had been done on Zoom,” comments Hook. Fast-forward 15 months to when the Omicron variant was still grabbing headlines and inflation had begun to rattle the economy—and Hook could not escape the notion that the traditional Portillo’s restaurant needed to change for the post-COVID world. “I thought to myself, I think that we’re overbuilding our restaurants—we need to think about where the puck is going,” remembers Hook, who notes that Portillo’s dine-in customers in today’s post-COVID environment account for only roughly 35 percent of the chain’s volume. “I had come from Domino’s, which didn’t have these big dining rooms and had built out a heavily digital business,” remarks Hook, who reports that Portillo’s digital business represents only 20 percent of overall sales. This subject soon surfaced at an executive strategy session at which Portillo’s CEO, Michael Osanloo, tasked Hook and Portillo’s head of marketing with leading an initiative dubbed “Restaurant of the Future.”    “I think that Michael knew that I’d take on the project by using a data-driven lens,” comments Hook, who points out that the project has involved “time and motion studies” involving specific restaurants and their conveyance activities within the kitchen.       “Getting the engine right in the car is super important to us,” she says. “This will bring benefits not only on the cost side of things but also for our team members, who will find it easier to complete their work.” –Jack Sweeney

    58 phút
  8. Bonus Replay: The Lessons We Learn | Dev Ahuja, CFO, Novelis

    29/12/2024

    Bonus Replay: The Lessons We Learn | Dev Ahuja, CFO, Novelis

    Among the learnings that Dev Ahuja has gleaned from his three-decade-long, globe-hopping finance career, perhaps none has delivered a more enduring instruction than that which followed his very first hop. By his own account, after Ahuja had reached the summit of Novartis’s finance executive ranks in India, the drug giant invited him to occupy an office at its Basel, Switzerland, headquarters. Here, Ahuja was promised, he would be able to apply his flourishing financial acumen on a more global scale.   “I thought that I knew what it took—I came with a lot of confidence rather than in a mode of humbleness and wanting to learn,” comments Ahuja, who let us know that his first years at headquarters did not always go as planned. Ahuja reports: “The Swiss don’t mince words." Confronted with his shortcomings, Ahuja set out to get things back on track—beginning with a hefty dose of self-scrutiny.   “I had done a miserable job because I really had not made the effort to build relationships and take the time and make the effort to understand the cultural nuances,” remarks Ahuja, whose track change paid off with a Swiss stint in the roles of group controller and head of Basel’s finance operations that stretched to 5 years. Still, Ahuja’s Swiss experiences would prove to grow even more valuable in the years ahead, as he would come to occupy the CFO offices of Novartis Korea (3 years) and Novartis Japan (2 years). “Novartis was very active when it came to developing people across geographies, but my case—where I would end up living in five different countries—was not very normal,” observes Ahuja, whose fifth nation became the U.S. after the drugmaker’s $46 billion acquisition of Alcon opened the door to a number of opportunities for him. Announced in 2010, the Alcon deal was to present post-merger integration challenges that in part led Novartis to relocate Ahuja from Korea to Japan, where the Alcon integration tasks were more pressing. “We accomplished a lot in Japan in a short period of time, and it seems that Alcon U.S.—which was twice the size of Alcon Japan—was in need of some of what we had learned,” recalls Ahuja, who tells us that at the time, a son had recently relocated to the U.S. for studies. With little delay, it seems, Ahuja was headed to Fort Worth, Texas, to serve as CFO North America for the drug giant’s Alcon division—a business that years later would nab business headlines when Novartis opted to spin it off. According to Ahuja, he has been able to apply his Swiss “lessons” at each career move, including his change when he departed from Novartis in 2016 to accept the CFO position at aluminum products giant Novelis. It seems that regardless of whether a move has involved geographies or industries, Ahuja has been able to apply the benefits of his time in Switzerland. Says Ahuja: “When you fail, you must make up your mind to take every lesson from that failure and act on it.” –Jack Sweeney

    56 phút
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Giới Thiệu

CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.

Thông Tin

  • Kênh
    CFO THOUGHT LEADER
  • Nhà sáng tạo
    The Future of Finance is Listening
  • Năm hoạt động
    2014 - 2025
  • Tập
    1 N
  • Xếp hạng
    Sạch
  • Bản quyền
    © Middle Market Media LLC, 2019
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    CFO THOUGHT LEADER

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