The Role Forward: A Strategic Finance Podcast

Mosaic Tech
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The Role Forward: A Strategic Finance Podcast

The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.

  1. Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics

    27/11/2023

    Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics

    In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...

    46 phút
  2. Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management

    13/11/2023

    Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management

    In the latest episode of The Role Forward podcast, host Joe Michalowski sits down with Kristian Marquez, founder of FinStrat Management. Kristian shares his diverse journey in the finance sector, highlighting his experiences from being part of a billion-dollar IPO to the challenges faced in a telemedicine startup.The duo dives deep into the evolving landscape of startup profitability, especially for VC-backed ventures. They discuss the shifting paradigms from a growth-centric mindset to a mor...

    46 phút
  3. Exploring AI in Finance with Todd Spartz, CFO of LinkLive

    02/10/2023

    Exploring AI in Finance with Todd Spartz, CFO of LinkLive

    In the latest episode of The Role Forward, Joe Michalowski welcomes Todd Spartz, the CFO at LinkLive. Todd dives deep into his rich background in the tech world. From semiconductor equipment manufacturing to networking, and from web analytics to web advertising, Todd's journey is vast. As he transitioned to enterprise SaaS, he shares the insights and challenges faced, especially around the newest hottest topic - AI.For anyone keen on understanding the intricacies of the tech world and the jou...

    48 phút
  4. Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners

    18/09/2023

    Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners

    In this episode of The Role Forward, Joe and Scot dive into the world of fractional CFO services and the transition to in-house teams. They discuss the inflection points where companies outgrow fractional CFO services and the economic factors that drive the decision to hire in-house. The complexity of business activities and the need for a 24/7 finance team are key considerations.The conversation shifts to data infrastructure and the challenges early-stage companies face in building and track...

    48 phút
  5. The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

    28/08/2023

    The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

    In this episode of The Role Forward, Joe Michalowski hosts Zack McCarty, Director of FP&A at Qwick. McCarty shares insights on the importance of collaborative planning and stakeholder buy-in in the food and beverage industry. He emphasizes the transformative power of basic financial information in driving valuable change within a company.McCarty discusses the challenges and strategies of planning for Qwick, a two-sided marketplace for on-demand staffing. He highlights the necessity of bal...

    50 phút
  6. The State of Strategic Finance in Q3 2023

    14/08/2023

    The State of Strategic Finance in Q3 2023

    In this episode of The Role Forward, Joe Michalowski hosts a deep dive into strategic finance with Bijan Moallemi and Joe Garafalo, co-founders of Mosaic. The trio unpacks the evolving landscape of business and the increasing complexity that demands more from finance professionals.Joe emphasizes the importance of investing in finance functions, especially in today's economy. He illustrates how strategic finance operates in real time, allowing businesses to know exactly where they stand and wh...

    42 phút
  7. The State of Venture Funding in 2023 with OMERS Ventures

    31/07/2023

    The State of Venture Funding in 2023 with OMERS Ventures

    In this episode of The Role Forward, Joe Michalowski hosts a deep dive into the world of venture funding. The guests — Joe Garafalo, Marissa Moore, and Eugene Lee — share their insights and experiences. The conversation revolves around the importance of good financial modeling practices, the current state of venture funding, and the future outlook. The guests also discuss the importance of understanding the customer base, assessing risks, and the role of metrics in investor conversations.The ...

    49 phút
  8. Board and Investor Communications Q&A with XYZ Capital, Spiff, and Mosaic

    17/07/2023

    Board and Investor Communications Q&A with XYZ Capital, Spiff, and Mosaic

    In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron Paul, CEO of Spiff. The conversation revolves around board management, investor communications, and effective strategies for keeping the board up to speed.The panelists delve into the intricacies of board meetings, emphasizing the importance of sto...

    55 phút
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Giới Thiệu

The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.

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