Beyond The Ledger

Troy Ashby

Beyond the Ledger, hosted by Troy Ashby — President at Benchmark Search, shines a light on the people, ideas, and stories shaping today’s accounting and finance industry. Each episode features in-depth conversations with leaders, innovators, and professionals who share their journeys, insights, and strategies for success. From career growth and leadership lessons to industry trends and challenges, the podcast explores what it really takes to thrive beyond the numbers. Whether you’re an experienced professional or just starting out, Beyond the Ledger offers inspiration and practical wisdom for the road ahead.

  1. What to Do When Your Career Feels Stuck: Invest in Yourself, Stay Intentional, and Build the Right Network

    APR 29

    What to Do When Your Career Feels Stuck: Invest in Yourself, Stay Intentional, and Build the Right Network

    Work doesn’t feel the way it used to. Between new tech, changing expectations, and the constant pressure to keep up, a lot of people—even those who look successful on paper—are quietly wondering what’s next. In fact, recent workforce studies suggest a large share of employees feel disengaged or uncertain about their next move, despite appearing to have it all together. It’s not uncommon to feel stuck or unsure about your direction right now. And that tension matters: stay where you are too long, and you risk outgrowing your role; move too quickly, and you might step into something that doesn’t fit either. So what should you actually do when you feel stuck? Is it about making a bold leap, or refining your direction with intention and strategy? On this episode of Beyond the Ledger, hosted by Troy Ashby, the conversation dives deep into that very question. Joined by Andrea Carter, founder of Carter Growth, the episode explores how professionals can navigate career inflection points, align purpose with opportunity, and build momentum when progress feels stalled. What You’ll Learn… The 25-Year Career Question That Changed EverythingBuilding a Career at EYWhy Andrea Didn’t Plan to Become a PartnerTaking Risks and Changing Career PathsThe Inflection Point After 25 YearsStarting Carter Growth from ScratchThe Reality of Building a BusinessNetworking That Actually WorksCommon Organizational ChallengesWhy Strategy Fails Without ExecutionAI: From Ideas to ActionFinding Purpose in NonprofitsJoining the Center for Nonprofit ManagementAdvice for Career TransitionsAndrea Carter is a growth-focused executive and operator with more than 25 years of experience helping organizations turn vision into execution. She’s the founder of Carter Growth and has spent her career driving business transformation, operational efficiency, and scalable growth across private, nonprofit, and middle-market organizations. Andrea previously served as a Partner at EY, where she led high-impact initiatives across industries and helped generate over $50 million in new consulting revenue. She’s also taken on leadership roles as a fractional COO and now serves as Chief Operating Officer at the Center for Nonprofit Management, continuing her work supporting mission-driven organizations and community impact. Known for her ability to step into complex environments and create clarity, Andrea is passionate about building organizations that grow with purpose. Outside of work, she’s a proud mom of four, a dedicated St. Louis Cardinals fan, and makes time for a few trips to Napa each year.

    36 min
  2. How to Succeed After Getting Promoted: Seeking Feedback, Acting with Intention, and Leading with Perspective

    APR 16

    How to Succeed After Getting Promoted: Seeking Feedback, Acting with Intention, and Leading with Perspective

    Stepping into a leadership role today isn’t just a step up—it’s a shift into constant visibility, where expectations arrive immediately and the margin for error narrows. As organizations flatten structures and demand faster decisions, newly promoted leaders are expected to deliver impact from the outset, often without the space to fully adjust. According to leadership development research, 60% of new managers fail within their first two years, largely due to the gap between prior performance and the new demands of leadership. The stakes are clear: this transition can either accelerate long-term career growth or quietly derail it before momentum has a chance to build. What, then, does it really take to succeed after getting promoted—when the shift isn’t just in title, but in mindset, expectations, and the way decisions are made under pressure? Welcome to Beyond the Ledger, hosted by Troy Ashby. In the latest episode, Ashby sits down with Derek Alonzo, Controller at Valor Companies, to unpack the realities of rapid career progression. The conversation explores Derek’s journey from public accounting to a controller seat, and the mindset shifts, mentorship strategies, and leadership principles that shaped his path. What You’ll Learn… 00:00 – From Public Accounting to Controller 02:30 – The Role Mentorship Played in Career Decisions 06:00 – Lessons from Public Accounting 09:15 – Failing as a First-Time Senior 12:30 – Transitioning to Koch Industries 16:00 – Understanding Principle-Based Management (PBM) 20:10 – Taking a Leap into a High-Growth Company 24:00 – The Learning Curve of Becoming a Controller 27:30 – Why Slowing Down Matters in Leadership 30:00 – System Implementation & Scaling Challenges 33:30 – Turning Failures into “Tuition Payments” 36:00 – Advice for Future Controllers & Leaders Derek Alonzo is the Controller at Valor Companies LLC, where he focuses on building scalable financial processes that support long-term growth. He began his career in public accounting, developing a strong foundation in financial analysis, controls, and compliance before transitioning into industry to take on a more strategic role. A key part of Derek’s approach comes from his time at Koch Industries, where he was introduced to principle-based management, shaping how he thinks about leadership, incentives, and long-term value creation. Today, he partners closely with operations and leadership teams to deliver insights, improve clarity, and help drive better decision-making across the business. Derek is passionate about building strong teams and believes finance should be an enabler, not just a reporting function. He’s especially focused on developing people, fostering collaboration, and creating environments where individuals feel empowered to ask questions, grow, and contribute.

    41 min
  3. From Starting Over In A New Country To Reaching The C-Suite: A CFO’s Career Comeback

    MAR 25

    From Starting Over In A New Country To Reaching The C-Suite: A CFO’s Career Comeback

    Global mobility is reshaping the modern workforce, with millions of professionals relocating each year in pursuit of opportunity, stability, or growth. Yet behind the headlines of talent migration lies a quieter, more difficult truth: restarting a career from scratch—even after years of success—is far more common than people expect. In fact, many skilled immigrants face underemployment in their first years abroad, making reinvention not just a choice, but a necessity. So what does it really take to rebuild your professional identity in a completely new environment—and turn that reset into long-term success? Welcome to Beyond the Ledger. In the latest episode, host Troy Ashby sits down with Jaco van Rensburg, Chief Financial Officer at Aerwave, to unpack the realities of starting over after immigrating. From cultural adaptation to career humility and leadership growth, the conversation explores how Jaco rebuilt his trajectory from entry-level roles back to the C-suite—and what others can learn from that journey. What You’ll Learn: Rebuilding From Career ResetShifting From Status To GrowthAdapting To New Cultures QuicklyThriving Without A Safety NetTurning Setbacks Into Stepping StonesLeveraging Experience At Any LevelKnowing When To Pivot Or PersistBuilding Skills That Compound Over TimeNavigating Corporate Vs. Private EnvironmentsLeading Through Influence And AdaptabilityDeveloping Teams Through Trust And MentorshipJaco van Rensburg is a seasoned financial executive with over 20 years of leadership experience. He specializes in financial transformation, operational efficiency, and scaling businesses through strong financial strategy, ERP implementation, and streamlined accounting processes. Prior to Aerwave, Jaco was Global Vice President of Finance at Zadara, where he led financial planning and operations across multiple global regions. Throughout his career, he’s held executive roles at companies like Experian, ConvergeOne, and TruClear Global, contributing to M&A, financial strategy, and business optimization in both high-growth and complex environments. Jaco holds an Honors Degree in Accounting from the University of Stellenbosch and is both a CPA and a Chartered Accountant. He is based in Lucas, Texas, where he enjoys spending time with his family and staying active on the tennis court.

    29 min
  4. Stop Chasing Titles, Build a Career That Matters: A CAO’s Advice on Long-Term Success

    MAR 11

    Stop Chasing Titles, Build a Career That Matters: A CAO’s Advice on Long-Term Success

    Career advice in finance and accounting often centers around promotions, titles, and compensation. But in an era where professionals frequently change jobs every few years—the average American worker now stays in a role for less than four years—industries are facing growing talent shortages and reevaluating what long-term career success looks like. The question many professionals are asking today isn’t just how to move up, but how to build a career that is both meaningful and sustainable. So what does it look like to build a long-term, fulfilling career in accounting without chasing every title or pay bump along the way? On this episode of Beyond the Ledger, host Troy Ashby sits down with Sandra Fendley, Executive Vice President and Chief Accounting Officer at Vaquero Midstream, to discuss career longevity, leadership, and the power of investing in people. Drawing from more than two decades in the energy industry, Fendley shares how focusing on quality work, strong relationships, and curiosity helped shape a career that includes building accounting organizations from the ground up. What You’ll Learn… Why Leadership Is About Investing in PeopleSandra’s Non-Traditional Start in AccountingDiscovering Accounting Later in LifeBuilding a Career Through Reputation and RelationshipsLessons from 15 Years at TXUMoving Into Highly Technical Accounting RolesThe Importance of Mentoring and Teaching TeamsWhy Leaders Must Have Hard ConversationsBuilding an Accounting Function From ScratchWhy Chasing Titles Isn’t the AnswerThe Power of Curiosity in Career GrowthSandra Fendley is a seasoned finance leader with more than 30 years of experience in the energy industry. She currently serves as Executive Vice President and Chief Accounting Officer at Vaquero Midstream, where she’s known for building strong accounting teams and simplifying complex financial processes. Sandra began her career at TXU, where she first worked with Troy, and has spent decades helping organizations navigate growth, change, and evolving business environments — including the transition from publicly traded companies to private equity–backed organizations. A CPA with an MBA, Sandra combines deep financial expertise with a genuine passion for people and mentorship. Outside of work, Sandra is an avid reader who goes through nearly 100 books a year. She also loves traveling, hiking, and getting creative with crafts. She’s a proud wife, mom of two sons, and grandmother to one very special granddaughter, and she’s deeply committed to her faith and serving others.

    28 min
  5. From Public Accounting to CFO: The Leadership Wake-Up Call

    FEB 25

    From Public Accounting to CFO: The Leadership Wake-Up Call

    The CFO seat is being rewritten in real time. Today’s finance leaders are expected to drive growth, lead enterprise-wide systems transformations, and shape AI strategy—while still keeping the close, controls, and capital story airtight. Gartner reports that 59% of finance leaders are already using AI in the finance function, underscoring how rapidly the role is expanding beyond traditional reporting. And the stakes are steep: McKinsey estimates that roughly 70% of large-scale transformations fail, meaning CFOs aren’t just participating in change—they’re accountable for whether it succeeds. So what happens when a high-performing audit partner steps into industry and realizes the job isn’t just “finance leadership,” it’s people leadership, operating leadership, and change leadership—all at once? That’s the core question behind this episode: How do you make the leap from public accounting success to CFO effectiveness—without getting blindsided by what you don’t know you don’t know? In this episode of Beyond the Ledger, host Troy Ashby sits down with Melinda Lawrence, a former audit partner turned growth-focused CFO, to unpack the real transition: from managing project-based audit teams to running an enduring finance organization, leading across the business, and building the leadership habits that make (or break) a CFO’s first year. What you’ll learn… The Comp Plan Moment That Changed EverythingHow one early CFO meeting exposed the gap between public accounting success and operational leadership—and why saying “I don’t know” is a strength. From EY Partner to First-Time CFOWhat really changes when you move from advising businesses to running one. You Don’t Know What You Don’t KnowWhy the biggest leadership risks aren’t technical—they’re the blind spots you haven’t yet encountered. Leading Departments vs. Audit TeamsThe critical shift from managing project-based sprints to building and sustaining high-performing teams. Hiring the Right Leaders (And Checking References)How intentional reference checks and patience in hiring protect your culture and performance. Building a Strong Onboarding PlanWhy every leader should personally own onboarding—and what great first 90 days look like. Why Feedback Shouldn’t Be FormalHow real-time, everyday feedback drives growth better than annual reviews. Burnout, Self-Awareness & C-Suite PressureThe hidden emotional demands of executive leadership—and why awareness is the first defense. Moving to Paris and Doing Hard ThingsHow an international leap during industry upheaval built resilience and perspective. The Importance of Community in LeadershipWhy CFOs need trusted peer networks—and how community reduces isolation at the top. Melinda Lawrence is a growth-focused CFO known for leading organizations through transformation while maintaining a steady, people-first leadership style. She began her career in public accounting, spending two decades at Andersen and EY — including time in both Chicago and Paris — before becoming an audit partner in EY’s Dallas office. Over the past 13 years, Melinda has held senior leadership roles across private equity, venture-backed, and founder-led companies, guiding organizations through M&A, system transformations, capital raises, and international expansion. She’s especially proud of building high-performing teams, developing strong professional networks, and stepping into leadership roles where she was often the first — or only — woman in the room. Outside of work, Melinda is deeply involved in community leadership, serves on multiple advisory boards, and is a proud Horned Frogs fan. She and her spouse, Stacey, live in Richardson with their three kids and two rescue dogs, and love traveling, staying active, and spending time outdoors together.

    42 min
  6. Spiral Growth: The Career Strategy That Builds Real Leaders

    FEB 11

    Spiral Growth: The Career Strategy That Builds Real Leaders

    Leadership pipelines are under pressure. Companies are moving faster, roles are becoming more cross-functional, and high-potential talent is expected to deliver beyond narrow job descriptions earlier in their careers. At the same time, the World Economic Forum estimates that 39% of workers’ core skills will need to evolve by 2030 to keep pace with business change—raising the stakes for how organizations develop leaders from within. In that environment, career growth can’t just be vertical; it has to be adaptive. So what does it actually look like to build leadership readiness before the promotion, not after it? Welcome to Beyond the Ledger. In the latest episode, host Troy Ashby sits down with Brent Asavamonchai, Director of Analytics, Revenue Strategy and Pricing at Southwest Airlines, to unpack “spiral growth”—a development model where professionals keep excellence in their core role while intentionally expanding into adjacent responsibilities. The conversation spans Brent’s path across major travel and airline brands, lessons from M&A integrations, and how to coach emerging leaders through real-world stretch opportunities. What you’ll learn… What Is Spiral Growth?Spiral growth means staying excellent in your core role while deliberately taking on adjacent responsibilities that expand your skills and leadership range over time. Growing Without Changing TitlesBrent emphasizes that some of the most valuable career growth is often invisible on job titles because real development happens in stretch assignments, not just promotions. Building Relationships That Create OpportunityHe credits much of his impact to intentionally building cross-functional relationships early, so collaboration and influence are in place before major projects begin. Learning Leadership Through RotationRotating across functions like supply chain, sales, marketing, and revenue management gave him a broader business lens that made him a stronger, more empathetic leader. Leading Through M&A and ChangeBrent’s M&A experience taught him that successful transformation requires aligning technology, process, strategy, and people—not just integrating systems. Developing Leaders EarlyHis view is that leadership development starts long before a manager title by giving people ownership of cross-functional work and mentoring opportunities now. Why Feedback Fuels GrowthBrent sees direct, honest feedback as essential because even when it’s uncomfortable, it creates the self-awareness and course correction leaders need to improve. Building a Startup Inside a Big CompanyWhile launching Getaways by Southwest, he found that startup-style agility inside an enterprise works best when teams stay anchored to a clear long-term vision and short-term milestones. Leadership, Family, and Long-Term FulfillmentLooking back, he believes sustainable success comes from balancing work with a meaningful life outside it, because career achievement alone is not enough for long-term fulfillment. Brent Asavamonchai has built his career by leaning into growth — even when it’s uncomfortable. His path hasn’t been linear. Sometimes that meant stepping into entirely new roles and learning fast. Other times, it meant expanding roles he was already strong in by layering on new responsibilities and stretch opportunities. Both approaches pushed his career forward in meaningful ways. Brent has extensive experience leading through post-acquisition change, including integrating multiple vacation brands — CheapCaribbean, Southwest Airlines Vacations, and United Vacations — following the merger of Apple Leisure Group and Mark Travel. His work focused on evolving revenue strategy, aligning technology, and reshaping team skills to meet changing business needs. He also played a key role in rolling out the Getaways by Southwest product. A core part of Brent’s leadership philosophy is developing people. He believes in starting small, giving team members ownership of projects, creating mentorship opportunities, and using stretch and rotational assignments to build broader skill sets. He’s also candid about early career mistakes, especially around communication, and how those lessons shaped him as a leader. Brent has worked with three of the five largest U.S. airlines and brings a thoughtful, practical perspective on growth, leadership, and navigating change.

    32 min
  7. Why Treating Everyone the Same Is Hurting Your Team

    JAN 28

    Why Treating Everyone the Same Is Hurting Your Team

    For years, management best practices emphasized uniformity: standard processes, standardized expectations, and treating everyone the same in the name of fairness. But today’s workforce looks very different than it did in the late 1990s and early 2000s. With multi-generational teams, shifting attitudes toward work-life balance, and an increased focus on emotional intelligence, leaders are being forced to rethink what “fair” actually means. Research consistently shows that employees who feel understood and supported as individuals are more engaged, more productive, and more likely to stay. So here’s the real question leaders are grappling with now: how do you lead people equitably without managing everyone identically—and why does managing people the same way often backfire? That’s the focus of this episode of Beyond the Ledger, hosted by Troy Ashby. In this conversation, Troy sits down with Krysta Gaither, Chief Financial Officer of Plyler Construction, to explore how modern leadership has evolved and why individualized management has become a competitive advantage. Drawing from decades of experience across manufacturing, real estate, and construction—from Fortune 500 companies to family-owned businesses—Krysta shares how trust-based, human-centered leadership delivers stronger teams without lowering standards. What You’ll Learn… Why Treating Everyone the Same Falls ShortKrysta’s Path Into AccountingLearning Leadership from Good and Bad ManagersTrust, Open Doors & Emotional IntelligenceManaging Individuals, Not SystemsFrom Fortune 500 to Family-Owned BusinessStorytelling Financials for Non-AccountantsWork-Life Boundaries & BurnoutAddressing Toxic or Disruptive BehaviorFinal Leadership LessonsKrysta Gaither is a management accounting professional with experience across real estate, manufacturing, and commercial construction. She’s worked in national markets, led cross-functional initiatives, and been hands-on with accounting systems and ERP integrations. While she holds an MBA, she’ll tell you her most valuable lessons came from solving real problems alongside great teams. Krysta thrives in collaborative, complex environments. From coordinating treasury, IT, and field teams at CBRE to managing multiple revenue streams at Plyler Construction, she’s built a career around problem-solving and bringing people together. She believes strong teams are formed by working toward a shared goal. Outside of work, Krysta is a competitive cheer mom, loves gardening at her family farm, and has bungee jumped more than once — with skydiving still on the list.

    39 min
  8. Supporting Parents Is a Business Strategy: A CFO’s Perspective on Retention, Trust, and Long-Term Growth

    JAN 14

    Supporting Parents Is a Business Strategy: A CFO’s Perspective on Retention, Trust, and Long-Term Growth

    Workplace flexibility has shifted from a culture debate to a retention lever—especially as more professionals are becoming parents later, right when they’re stepping into mid-management and executive-track roles. Childcare and caregiving logistics don’t just strain families; they strain talent pipelines, and the companies that treat parenting as a “personal issue” are often the same ones wondering why their best people keep leaving. In industries like construction, where long-term demand is tied to population growth and workforce continuity, the stakes are even higher. The question isn’t whether employees value support—it’s whether businesses can afford not to build it into how they operate. So, what does it look like to treat support for parents as a business strategy—one rooted in trust, performance, and long-term workforce planning rather than one-size-fits-all perks? That’s the focus of this episode of Beyond the Ledger, hosted by Troy Ashby, featuring Jessica Greiner, Chief Financial Officer at Talley Riggins Construction Group. Their conversation moves from Jessica’s unconventional path into finance leadership (and what she learned building investor relations from the ground up) to what talent attraction looks like now, why “flexibility” only works when it’s paired with accountability, and how parenting reshapes leadership perspective. Along the way, they dig into generational expectations at work, how employees can advocate for themselves without burning trust, and what future leaders should do early to stand out. What You’ll Learn… Why Supporting Parents Matters to BusinessJessica’s Career Path into Finance LeadershipBuilding Investor Relations from the Ground UpTransitioning into the CFO RoleAttracting & Retaining Talent in Today’s MarketFlexibility, Trust & PerformanceParenting, Leadership & PerspectiveGenerational Differences in the WorkplaceAdvocating for Yourself at WorkAdvice for Future CFOs & LeadersJessica Greiner is a finance leader, executive voice, and working parent navigating the realities of today’s blended workforce. She believes we’re at a critical inflection point where career growth, middle management pressure, and family responsibilities collide — and that flexible work needs to be rethought as a real operating strategy, not a perk chosen once a month. Jessica has built a high-profile corporate career while raising four children, including triplet sons and a daughter. She’s led organizations through major strategy and management changes, shepherding public credibility and investor confidence — including helping raise a company’s trading multiple following its first-ever Investor Day. In 2024, she was named CFO of DFW’s fastest-growing middle-market company, stepping into a role that demands both conviction and accountability. One of her greatest professional challenges has been building consensus around bold strategies — and then standing behind those decisions publicly. Outside of work, Jessica is California-born, Alaska-raised, Hawaii-tested, Texas-rooted, and a lifelong sports fan.

    47 min

Ratings & Reviews

5
out of 5
6 Ratings

About

Beyond the Ledger, hosted by Troy Ashby — President at Benchmark Search, shines a light on the people, ideas, and stories shaping today’s accounting and finance industry. Each episode features in-depth conversations with leaders, innovators, and professionals who share their journeys, insights, and strategies for success. From career growth and leadership lessons to industry trends and challenges, the podcast explores what it really takes to thrive beyond the numbers. Whether you’re an experienced professional or just starting out, Beyond the Ledger offers inspiration and practical wisdom for the road ahead.