Money at Work | Your Guide to Scaling Financial Operations Payable

In this episode of the Money at Work podcast, we had the pleasure of speaking with Robbie, head of finance at Humaans, a Series A startup offering a B2B SaaS HRIS platform. Robbie shared his insights on the evolving role of finance in the tech industry, the importance of data, and the architecture of financial systems.

In this episode, we had the pleasure of speaking with Charles, the founder, and CEO of TextMine (formerly known as Legislate), about the journey of his company and the critical aspects of legal and financial management in startups. We discuss why and how bad financial and legal hygiene can affect fundraising and your business valuation.

In this episode, Daniel Yubi interviews Dan Dizon, the VP of FP&A at Pipedrive. They discuss Dan's transition from engineering to finance, the role of FP&A in organisations, and the future of FP&A with AI. Dan shares insights on the value of integrity and the need for strategic conversations around cost-cutting.

Businesses gearing up for expansion are increasingly turning to hiring specialists for fractional roles to establish intricate and complex operational processes, especially in finance. In this episode, Oliver Wimshurst from RORA joins the Money at Work podcast to discuss the importance of integrating finance functions with the rest of the business. He emphasises the need for startups to plan their fundraising early and not leave it to the last minute. Oliver also shares his experience working with startups and how he found more meaning in his job by helping entrepreneurs. Tune in to learn more about the role of finance teams in startups and the impact they can make.

We often hear an IPO announcement when the company enters the public market, but not often do we hear about the journey and strain on the finance team of actually getting there. 

In this episode, Dhruv, the CFO of Nansen, shares his journey from being a controller to an accidental CFO and the challenges of scaling a finance team. He discusses his experience at Wise, where he witnessed the company's growth from 300 to over 3,000 employees, and what they did when preparing for Wise IPO in 2021.

Finance and sales teams are not the most obvious partners, but as accountability and accuracy are more important than ever. When reporting back to the board or investors, revenue and finance teams need to find a way to marry the aspirations of a forecast to the reality of the market. 

In this episode, the Parker Crockford (Chief Revenue Officer (CRO) of Qover) explains the role and responsibilities of a CRO in a B2B framework. He discussed the importance of working with finance teams to build reliable forecasting models and how finance team helps revenue teams stay on track to build sustainable business.