LevelUp Podcast

Nick Araco
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This is the LevelUp Podcast—where finance leaders share real stories, insights, and the connections that move them forward. Tune in to learn, sharpen your edge, and level up together.

  1. APR 21

    The Human Edge in an AI World With Phoebe Bishop

    Phoebe Bishop is CFO at ROBRADY design, an innovative firm specializing in product design, engineering, and prototyping. She also serves as Managing Partner at Sarasota Growth Ventures, a venture capital firm supporting early-stage startups. With over two decades of experience, she is known for her hands-on, execution-focused approach and her ability to navigate complex growth and operational challenges. Phoebe brings a creative and adaptable mindset shaped by her background in art history and fine arts, and was recognized as a 2023 CFO of the Year Honoree by the Tampa Bay Business Journal. In this episode… In a world racing toward automation, it's tempting to believe technology will do the heavy lifting for us. But when the data is instant, and the answers are easy, what actually sets great leaders apart? For Phoebe Bishop, the key lies in judgment and ambiguity. Drawing from her experience navigating fast-moving, imperfect environments, she explains that leadership today isn't about waiting for perfect data — it's about making confident decisions in the gray areas and moving forward anyway. That mindset shifts finance leaders from observers to active operators, shaping outcomes rather than just reporting on them. In this episode of the Level Up, Nick Araco is joined by Phoebe Bishop, CFO at ROBRADY design, to discuss thriving as a finance leader in an AI-driven world. They explore making decisions without perfect data, the evolving role of CFOs into strategic operators, and why human relationships matter more than ever. Phoebe also shares advice on staying creative and avoiding analysis paralysis.

    43 min

  2. MAR 12

    Turning Data Into Decisions That Matter With Valerie Martin

    Valerie Martin is a Silicon Valley finance operator and strategic business partner who has guided high-growth technology companies through complex scaling, transformation, and change. She is a hands-on leader at the intersection of growth, revenue, and decision-making, partnering closely with CEOs, boards, and investors to turn strategy into results and drive sustainable impact. Known for her curiosity, storytelling acumen, and talent for building modern finance functions, Valerie brings operational rigor, critical thinking, and a passion for culture transformation to every team she leads. In this episode… Data has never been more abundant, yet many organizations still struggle to turn it into clear decisions. When every dashboard is full, and every report is accurate, leaders can still find themselves asking, 'What should we do next?' For Valerie Martin, the answer lies in curiosity and interpretation. Drawing from her experience as a finance leader who operates at the crossroads of strategy and operations, she believes numbers are only the starting point. Finance leaders must transform raw data into a narrative that reveals what matters, what decisions are needed, and where the business should go next. When finance teams master that storytelling layer, they move beyond reporting and become catalysts for faster, smarter action across the company. In this episode of the Level Up, Nick Araco is joined by Valerie Martin to discuss how finance leaders can turn data into decisions that drive real business impact. They explore the role curiosity plays in strategic finance, why storytelling is becoming a critical skill for CFOs, and how modern finance teams interpret data across functions. Valerie also shares advice on building courageous, adaptable teams that thrive in a fast-changing, AI-driven world.

    41 min

  3. FEB 12

    Where Agile Finance Meets Real-World Execution With Justin Norton

    Justin Norton, CPA, MAcc, is the Chief Financial Officer at Brekhus Tile & Stone, a Denver-based commercial and residential construction company specializing in high-quality tile and stone installations. Under his financial leadership, the company has strengthened operational discipline and driven meaningful process improvement. He is known for transforming complex accounting environments into scalable, efficient systems that support execution and growth. Justin brings a rare combination of deep technical expertise and hands-on operational experience, honed in construction and other project-based businesses. In this episode… Change is accelerating rapidly, but most finance teams were designed for a slower, more predictable world. When volatility is the norm and expectations keep rising, what actually allows a finance organization to stay agile without breaking under pressure? For Justin Norton, the key lies in finance stepping out of its silo and into the real work of the business. Drawing from his experience as a hands-on finance operator, he explains that resilience comes from clean data, strong judgment, and deep trust with operations, not from building more reports. When finance becomes the connective tissue across teams, it stops reacting to change and starts shaping smarter decisions before problems escalate. In this episode of the Level Up, Nick Araco is joined by Justin Norton, Chief Financial Officer at Brekhus Tile & Stone, to discuss building agile and resilient finance teams in a rapidly changing world. They explore why finance must act as the tip of the spear across the organization, how judgment and prioritization matter more than dashboards, and what it takes to turn messy data into actionable insight.

    40 min

  4. JAN 8

    Mastering Leadership in Finance Amidst Disruption With Andrew D. Platt

    Andrew D. Platt is the Chief Financial Officer at Freed Associates, a healthcare consulting firm specializing in strategic advisory and operational improvement for healthcare organizations. With over 20 years of finance and business experience, he helps organizations bring order to complexity and build strong financial discipline. During his career, he has worked across consulting, e-commerce, logistics, and business-to-business service industries. Andrew holds an MBA from the R.H. Smith School of Business at the University of Maryland, a BA in history and politics from Oberlin College, and a certificate in financial accounting from Harvard Business School. In this episode… Leadership in finance has never been louder or more crowded with opinions. With new tools, new risks, and constant disruption pulling attention in every direction, how do leaders decide what actually matters when the pressure is on? According to Andrew D. Platt, a seasoned finance leader shaped by time in the trenches, the answer is staying anchored to fundamentals. He believes real leadership isn't about chasing every new trend but about creating value with imperfect data and having the credibility to challenge assumptions. By focusing on what he calls the "big fish below the surface," leaders can cut through noise and guide their teams with clarity when uncertainty is highest. In this episode of the Level Up, Nick Araco is joined by Andrew D. Platt, Chief Financial Officer at Freed Associates, to discuss mastering leadership in finance amid disruption. They explore how CFOs make decisions without perfect information, why legitimacy comes from real operational experience, and how leaders balance speed with discipline. Andrew also shares advice on building resilient teams and preparing finance organizations for an AI-driven future.

    48 min

  5. 12/04/2025

    Building Clarity and Strategic Value in the Finance Function With Daniel Nelson

    Daniel Nelson is a Fractional CFO and Partner at Tech Brainstorm, where he helps founders and growth-stage companies bring order, strategy, and speed to their finance functions. Tech Brainstorm specializes in building investor-ready financial models and scalable operations for innovative businesses. Over his 15+ year career, Daniel has supported more than 40 startups and high-growth companies, helping them raise capital, navigate M&A, and design finance teams that drive strategic outcomes. He is also an active educator, teaching Startup Economics 101 to help entrepreneurs understand the power of finance in scaling their businesses. In this episode… Sometimes, the finance function feels like the last place anyone goes looking for clarity. Data pours in from every direction, systems pile on top of one another, and leaders are expected to somehow make sense of it all. But what if clarity isn't a luxury, but rather the real strategic advantage that finance leaders can create? And what happens when the job isn't just reporting what happened but shaping what happens next? According to Daniel Nelson, a seasoned guide for founders navigating financial chaos, the answer starts with making the complex useful. He believes that finance earns its power when it helps people understand their business, not just measure it. Drawing on years of experience transforming early-stage companies, he explains how the right structures, tools, and conversations can transform scattered data into meaningful decision points. In his view, the real value of the finance leader lies in their ability to connect dots across people, processes, and systems, enabling teams to move forward with confidence. In this episode of the Level Up, Nick Araco is joined by Daniel Nelson, Fractional CFO and Partner at Tech Brainstorm, to discuss how finance leaders can build clarity and strategic value in fast-moving companies. They explore what it takes to modernize finance operations, how to turn KPIs into practical growth tools, and why real-time data only matters if teams know how to use it. Daniel also gives advice on navigating founder–finance tension and building trust that enables better decision-making.

    45 min

  6. 11/20/2025

    The Transformative Power of Authentic Leadership in Finance and Operations With Rho Lind

    Rho Lind is the CFO & COO at Mood.com, an online retailer specializing in federally legal hemp-derived cannabis products. He is a finance and operations executive specializing in leading both startups and established companies through transformative growth. Prior to joining Mood, Rho served as Senior Vice President of Finance & Operations at ONE Jeanswear Group and as Senior Director of Financial Planning & Analytics at Polo Ralph Lauren. Throughout his career, he has led capital raises, streamlined global operations, and fostered strong cultures that support organizations during periods of rapid change. In this episode… Some leaders rise by pushing harder, but others rise by letting go. It is surprising how often real influence comes from being open rather than being in control. What happens when a finance leader decides that vulnerability is not a weakness but the starting point for genuine impact? Rho Lind believes the first move is changing your mental framework. Drawing from his experience as a seasoned strategic leader, he explains that leadership starts with the courage to stop pretending you have all the answers. From there, he builds a team of people who are smarter than he is, encourages them to challenge him, and keeps his focus on thinking ahead rather than getting lost in the day-to-day. He views leadership as a blend of learning and teaching, rooted in humility and a willingness to acknowledge mistakes. For Rho, authenticity is what inspires people to grow and face uncertainty with confidence. In this episode of Level Up, Nick Araco is joined by Rho Lind, CFO and COO at Mood.com, to discuss how authenticity transforms modern finance leadership. They explore why leaders must surround themselves with smarter people, how to operate with foresight instead of reactivity, and what it takes to lead through volatility with clarity. Rho also shares advice on balancing data with intuition to make stronger decisions.

    41 min

  7. 11/06/2025

    Staying Grounded and Authentic While Scaling Through Uncertainty With Tracie Williams

    Tracie Williams is the President & CEO of SONGWON International Americas, Inc., part of SONGWON Industrial Group, where she oversees operations across North and South America. SONGWON is the world's second-largest manufacturer of polymer stabilizers and a global leader in specialty chemicals. She specializes in global strategy, planning, risk management, and financial control to drive revenue and profitability. Tracie began her career as an art teacher before transitioning into finance, a journey that shaped her people-focused leadership style and commitment to empowering teams and transforming culture. In this episode… In times of rapid change and relentless uncertainty, even the most seasoned leaders can struggle to stay centered. As organizations grow and the pace of innovation accelerates, how do leaders maintain their authenticity, remain people-focused, and continue to lead with heart instead of reaction? Tracie Williams, a former art teacher and now a finance executive, believes the essential factor is remaining true to both your team and your mission. She emphasizes that growth and transformation begin not with technology or automation but with trust, connection, and clarity. By leading with intention, Tracie believes leaders can transform chaos into clarity and empower their teams to adapt with confidence. Her approach, rooted in empathy and presence, reveals how authentic leadership creates alignment and lasting impact even amid disruption. In this episode of Level Up, Nick Araco sits down with Tracie Williams, President & CEO of SONGWON International Americas, Inc., to discuss staying grounded and authentic while navigating uncertainty. They discuss how to lead with intention in times of change, why people (not technology) drive real transformation, and how to build clarity from chaos. Tracie also shares how her creative roots continue to shape her leadership philosophy today.

    41 min

  8. 10/23/2025

    Reimagining Finance Leadership in a Disrupted, Tech-Driven World With Sam Levy

    Sam Levy is Senior Vice President at Oracle NetSuite, the world's leading provider of AI-powered cloud ERP solutions for growing and finance-led companies. Under his leadership, NetSuite has grown to serve thousands of organizations globally and is recognized as the #1 AI Cloud ERP, with a vibrant community including over 1,500 CFO Alliance member enterprises. With over 25 years of experience in enterprise software, he has also held leadership roles at Epicor, Infor, and other technology firms. In this episode… The finance world is undergoing a massive shift. Once defined by reporting and control, today's finance leaders must steer organizations through constant disruption, volatile markets, and rapid technological change. The question is: how can modern CFOs evolve from financial stewards into true growth partners who drive strategy, innovation, and performance? According to Sam Levy, a veteran finance and technology leader, the key lies in operational fluency and connected decision-making. He explains that today's most effective CFOs don't just interpret the numbers; they shape what happens next by linking financial metrics to operational drivers and business outcomes. Sam highlights how leading finance teams are using real-time data and targeted AI tools to streamline forecasting, optimize cash flow, and strengthen cross-functional planning. The result is faster, smarter decisions and a new era of finance leadership grounded in clarity, confidence, and capital efficiency. In this episode of the Level Up, Nick Araco speaks with Sam Levy, Senior Vice President at Oracle NetSuite, to discuss how CFOs can thrive in a disrupted, tech-driven world. Sam discusses the evolution of the CFO from reporter to strategist, practical applications of AI and automation that deliver measurable ROI, and how to balance growth with discipline in today's capital-constrained environment. Sam also shares why mastering operational fluency is the defining skill for the next generation of finance leaders.

    31 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

This is the LevelUp Podcast—where finance leaders share real stories, insights, and the connections that move them forward. Tune in to learn, sharpen your edge, and level up together.

Information

  • Creator
    Nick Araco
  • Years Active
    2020 - 2026
  • Episodes
    75
  • Rating
    Explicit
  • Show Website
    LevelUp Podcast