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. HACE 1 DÍA

    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 min
  2. 11 NOV

    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 min
  3. 28 OCT

    Profitability vs Growth: A CFO’s Balancing Act (& Lessons Across Industries), with Cameron Kinloch

    What happens when a finance leader who learned discipline in the consumer goods industry steps into the fast, unpredictable worlds of SaaS and AI? In this episode of The Growth-Minded CFO, hosts Alex Louisy and Lauren Pearl speak with Cameron Kinloch, an advisor to boards, CFOs and CEOs through her company True Vantage Partners. Cameron shares lessons from her journey — from Wall Street to Silicon Valley — and what it takes to lead finance across radically different industries. She explains how each stage of her career built a new “muscle”: the precision of fintech, the discipline of CPG, and the strategic bets of enterprise software. Together, the hosts and Cameron unpack what makes a great operator CFO — one who’s trusted by the CEO, grounded in data, and unafraid to get close to the business.Chapters 01:09 Meet Cameron Kinloch03:06 Key Career Moments03:23 Transitioning from Wall Street to Silicon Valley09:35 The CFO Role Across Industries12:31 Balancing Growth and Profitability19:37 The Importance of Process in Startups29:44 Building Relationships with CEOs35:36 Conclusion and Final Thoughts Key Takeaways Every CFO role builds a different muscle. Cameron shares how CPG taught discipline, enterprise software honed strategic bets, and fintech demanded precision and trust.Operator mindset over reporting mindset. Modern CFOs don’t just deliver numbers — they build systems, visibility, and speed for the business.Profitability and growth can coexist. Cameron explains how process and data, done right, actually accelerate execution rather than slow it down.Trust is the foundation of CFO–CEO alignment. The best partnerships thrive on cadence, transparency, and shared accountability.EQ matters as much as IQ. Today’s CFOs succeed not only through financial mastery but through empathy, communication, and leadership that inspires confidence. 📺 Subscribe for more episodes with founders, CFOs, and finance leaders.LINKS & RESOURCES Try Upflow FRM (Financial Relationship Management) – get paid faster and keep customers happy: https://upflow.ioWatch the full interview on YouTube: https://youtu.be/QeNKdBab1I8?si=63Iv3I7eUrcD2bE5👉 SUBSCRIBE for more real-talk with modern finance leaders.👉 SHARE this episode with a CFO or operator who needs to hear this. The Growth-Minded CFO podcast aims to challenge the status-quo and explore 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. 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

    39 min
  4. 15 OCT

    Season 2 Recap — What Today’s Best CFOs Actually Do

    Hosts Alex Louisy (CEO, Upflow) and Lauren Pearl (Fractional CFO) unpack the sharpest insights from Season 2 of The Growth-Minded CFO - from AI (without the hype) and executional finance to storytelling, EQ, and when to hire fractional vs. full-time. It’s your highlight reel to operate smarter, lead better, and move faster. What you’ll learn 1. Clean data before clever AI — hygiene first; tools and agents second 2. Storytelling that moves decisions — narratives that align teams and unlock action 3. The rise of the executional CFO — architect systems, not just measure them 4. Stage-fit team building — when to hire full-time vs. bring in fractional expertise Episodes mentioned Jeffrey Fidelman — The Modern CFO: Fundraising, AI, and Starting Smart in 2025: https://upflow.io/growthmindedcfo/modern-cfo-fundraising-ai-2025 Jon Gross (RepeatMD) — From Banker to Builder: Hands-On CFO Lessons for SaaS: https://upflow.io/growthmindedcfo/banker-to-builder-cfo-lessons-for-saas-jon-gross Nicolas Kopp (Rillet) — Rewiring Finance: AI, ERP, and the Rise of the Executional CFO: https://upflow.io/growthmindedcfo/rewiring-finance-ai-erp-rise-of-the-executional-cfo Erik Nakamura — From Spreadsheets to Storytelling: Communication & EQ Tips for CFOs: https://upflow.io/growthmindedcfo/spreadsheets-to-storytelling-communication-tips-for-cfos Anne Samak de la Cerda (FLG Partners) — Rise of the Fractional CFO – Your Next Career Move? (& When and Why to Hire One): https://upflow.io/growthmindedcfo/rise-of-the-fractional-cfo Dav Masaon (Zanda) — What Makes a Great CFO in 2025? Insights from the Frontlines of CFO Hiring: https://upflow.io/growthmindedcfo/cfo-hiring-dav-masaon Nicolas Boucher — AI in Finance: From Buzz to Business Value: https://upflow.io/growthmindedcfo/ai-myths-finance-2025-nicolas-boucher Kate Gulliver (Wayfair CFO & CAO) — The CFO Leading Talent, Operations & Corporate Communication Too: https://upflow.io/growthmindedcfo/talent-to-finance-wayfair-kate-gulliver Carla Cooper (Contentful CFO) — Wall Street to SaaS CFO: Lessons from IPOs, Acquisitions & Growth: https://upflow.io/growthmindedcfo/ipos-acquisitions-growth-carla-cooper Gabi Steele (Preql) — Clean data, clear insights: AI for finance & building the right foundation: https://upflow.io/growthmindedcfo/building-a-structured-foundation-for-ai-with-gabi-steele Ilana Esterrich (Planned Parenthood CFO) — The CFO as Leader: Mastering Management: https://upflow.io/growthmindedcfo/cfo-as-leader-mastering-management-ilana-esterrich Try Upflow FRM (Financial Relationship Management) – get paid faster and keep customers happy: https://upflow.io Like this episode if it helped you level-up your finance game.Follow/Subscribe for more real-talk with modern finance leaders.Share it with a CFO or operator who needs to hear this. 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, Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO, Y Combinator graduate) talk with inspiring finance and business leaders who share playbooks for building high-performing organizations. This podcast is powered by Upflow — a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth. Questions or guest ideas? Email our producer: joseph.sweeney@upflow.io

    43 min
  5. 23 JUL

    Fundraising, AI, and Starting Smart in 2025, with Jeffrey Fidelman

    In this episode of The Growth-Minded CFO, we sit down with Jeff Fidelman—Founder and Managing Partner at Fidelman & Co.—to talk about how startup fundraising has shifted, what VCs actually want to hear, and why today’s CFOs need more than spreadsheets to lead. Chapters: 02:00 - Why Fidelman & Co. Was Born from a Market Gap 06:00 - Broken Incentives in Startup Fundraising 09:00 - How the Fundraising Game Changed Since 2021 13:00 - Why Founders Must Talk Like Operators 16:00 - The Role of Financial Models (and How to Build Them Right) 21:00 - Why Top-Down Models Alone Don’t Cut It 25:00 - AI: Useful Tool, Not Magic Bullet 29:00 - AI Use Case: Building an Internal CRM for $300 34:30 - Fundraising Tips for Finance Leaders 37:00 - CFOs as Process Owners During a Raise 38:00 - The Two Types of CFOs (and Why It Matters) 41:00 - Final Reflections on Strategic Thinking and Belief📌 Key takeaways: Fundraising now takes 6–9 months—build relationships earlyVCs invest in operators, not just visionsThe best financial models are built with founders, not for themAI is best used to get hands-on, not to replace human thinkingStrategic CFOs do more than books—they pitch, plan, and believe. Connect with Jeff ➡️ https://www.linkedin.com/in/jeffreyfidelman/ Connect with Alex ➡️ https://www.linkedin.com/in/alexlouisy/ Connect with Lauren ➡️ https://www.linkedin.com/in/laurenepearl/ Also available on YouTube: https://youtu.be/q-J8Ot3ecjQ?si=Pmfbug0McFB4AEmV Subscribe for more episodes with founders, CFOs, and finance leaders. The Growth-Minded CFO podcast aims to challenge the status-quo and explore 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. 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

    45 min
  6. 24 JUN

    From Banker to Builder: Hands-On CFO Lessons for SaaS, with Jon Gross

    Startups don’t need spreadsheet CFOs—they need operators who can think like owners. That’s the core message in this episode of The Growth-Minded CFO as hosts Alex Louisy (CEO, Upflow) and Lauren Pearl sit down with Jon Gross, CFO of RepeatMD. In this conversation you’ll learn: 👉 “Three-level CFO” playbook – how Jon shifts from board-level strategy to ground-floor execution without missing a beat. 👉 Why empathy for sales, product & customers is a super-power for finance leaders. 👉 The art of balancing professionalising a business without killing the scrappy magic that made it special. 👉 How your cap-table incentives should shape growth targets and risk tolerance. 👉 Jon’s method for carving out time to write, share and build in public—and why more CFOs should do it 👉 Practical tips for turning finance into an enablement function (not the department of “no”) About our guest: Jon Gross is CFO at RepeatMD, a Houston-based SaaS platform helping aesthetics, med-spa and wellness clinics drive repeat business through rewards and financing tools. A former investment banker, PE operator and chief-of-staff, Jon brings rare range—from capital markets to zero-to-one execution. Connect with Jon ➡️ https://www.linkedin.com/in/jon-gross10/ Connect with Alex ➡️ https://www.linkedin.com/in/alexlouisy/ Connect with Lauren ➡️ https://www.linkedin.com/in/laurenepearl/ 00:00 Intro & the “operator” mindset03:10 What a “three-level CFO” really does09:15 From spreadsheets to real-world execution14:40 Wearing multiple hats without losing focus23:30 Risk-taking in a CFO seat (NetSuite, AI & more)28:05 Partnering with founders: enabling, not blocking32:15 Why CFOs should write and share publicly36:40 Rapid-fire: habits, inspiration & growth hacks38:30 Wrap-up & how to subscribe Watch the full video version of this episode on YouTube: https://youtu.be/bmHXjDPnQe0?si=bODFdQU02rsQnTbz The Growth-Minded CFO podcast aims to challenge the status-quo and explore 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. 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

    40 min
  7. 10 JUN

    Rewiring Finance: AI, ERP, and the Rise of the Executional CFO, with Nicolas Kopp (Rillet)

    Finance is evolving—and so is the CFO. In this episode of The Growth-Minded CFO, Rillet CEO Nicolas Kopp joins hosts Alex Louisy and Lauren Pearl to talk about what’s next for finance leaders. Fresh off a $25M Series A, Nicolas shares why Rillet is rebuilding the general ledger from the ground up with AI at the core. 00:19 Meet Nicolas Kopp: CEO of Rillet01:23 The Vision Behind Rillet03:19 Challenges and Opportunities in ERP03:48 Building a Better General Ledger05:01 Understanding ERP and Its Scope08:43 Growth-Minded CFOs and New Tech15:29 The Role of AI in Modern Finance22:05 Exploring the Concept of Headless ERP25:39 The Future of Finance Teams and Automation33:24 The Role of AI in Finance37:14 Fundraising Success and Future Plans Don’t forget to like, subscribe, and hit the notification bell for more episodes of The Growth-Minded CFO. Watch this episode on YouTube → https://youtu.be/jmD1uUvum1E?si=Lh9MvOm0fjHeQDDI Connect with Nicolas on LinkedIn: https://www.linkedin.com/in/nicolas-kopp/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore 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. 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/ Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    42 min
  8. 27 MAY

    Spreadsheets to Storytelling: Communication & EQ Tips for CFOs, with Erik Nakamura

    Being great with numbers may open the door—but it’s your emotional intelligence that keeps you in the room. In this episode, Erik Nakamura—CFO of Journal Technologies—joins hosts Lauren Pearl and Alex Louisy to explore how emotional intelligence (EQ) is transforming the modern CFO role from number cruncher to strategic business partner. With 25+ years of experience across startups, public companies, IPOs, and CFO consulting, Erik shares real-world insights on how today’s finance leaders can lead with empathy, drive culture, and communicate with clarity. In this episode, you’ll learn: Erik’s three pillars for choosing the right company as a CFO.Why EQ matters more than IQ in building high-performing teams.How CFOs can become trusted communicators, not just financial enforcers.Why Erik says CFO should also mean Chief Feelings Officer.How coaching his kids in sports shaped his leadership style.The value of mentorship, humility, and curiosity in finance. “You want to treat people how they want to be treated. That takes emotional intelligence. That’s how you build trust—and trust is everything.” — Erik Nakamura Whether you're hiring your first CFO, leading a finance team, or just exploring how to grow your leadership skills, this episode is packed with tactical advice and human-first leadership insights. Chapters: 00:53 Meet Erik Nakamura: A Journey Through Finance01:21 Erik's Career Highlights and Lessons Learned03:27 The Three Pillars of Choosing the Right Company07:43 Assessing Company Culture and Leadership12:07 The Importance of Emotional Intelligence (EQ)16:28 The Evolving Role of the CFO18:52 The Importance of Storytelling in Finance19:30 Adapting Communication for Different Audiences20:23 Coaching and Mentorship in Leadership22:34 The Role of EQ in a CFO's Daily Practice24:15 Building Relationships and Culture in Finance26:37 The Journey to Confidence and EQ Mastery31:19 The Impact of Coaching on Professional Growth Watch this episode on YouTube → https://youtu.be/lYktfwG2w44?si=Sz3CdbO-anAITqTr Connect with Erik on LinkedIn: https://www.linkedin.com/in/eriknakamura/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore 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. 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/ Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

    38 min

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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.

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