Intro

This chapter explores the evolution of analytics in the financial sector, highlighting the transition from diagnosis to solution prescription for financial challenges. It underscores the critical role of CFOs in leveraging data for strategic optimization and discusses tools like RightRev and Brex that facilitate modern financial operations.

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Episode notes

CJ delves deep into the world of analytics in this interview with Jesper Sorensen, the CFO of Mambu, a leading fintech and banking platform in Europe valued at over $5 billion. Jesper, who has authored three books on analytics, introduces the Analytics Escalator—a framework for unlocking real value through descriptive, diagnostic, predictive, and prescriptive analytics. In the discussion, Jesper covers everything from getting started with analytics and deciding where it should sit within an organization to identifying key opportunities, building a solid BI tech stack, and understanding the role of analytics tools and data lakes. He outlines the journey to creating a high-impact analytics function within a company, emphasizing the critical interplay between people, processes, and systems in fostering a thriving analytics culture—and shares practical advice on how to achieve it.

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SPONSORS:

RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.

Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Brex makes it easy to control spend before it happens, automate annoying tasks, and optimize your finances. Find out how Brex can help you make every dollar count at brex.com/metrics.

Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.

Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.

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@cjgustafson222 (CJ)

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TIMESTAMPS:

(00:00) Preview and Intro

(02:01) Sponsor – RightRev | Brex

(04:53) Jesper’s Pre-CFO Career

(06:50) The Huge Success of Mambu

(10:40) Understanding What Analytics Is

(13:56) Sponsor – Planful | Vanta

(16:02) Where Analytics Should Sit in the Org

(20:12) Model for Serving a Team’s BI Needs Internally