Navigating Operational Tools and Expense Management

This chapter explores the essential tools used by the team, including NetSuite and UKG, to boost operational efficiency. It also highlights the transition to new expense management software, integrating bilingual support and sharing amusing stories about spending habits.

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While companies often go public, not many CFOs have taken a company private. In this episode, CJ interviews Navaid Mansuri, the CFO of Dialogue Health, a Canadian health tech company, that went from private to public to private again in less than five years. The discussion covers Navaid's career journey, including his experience negotiating broadcast rights at Rogers, his involvement in a joint venture with VICE Media, and his role in Dialogue's significant business transitions including being acquired by Sun Life. Navaid shares insights into the challenges and strategies of managing a company's financial health and P&L through these stages and breaks down the differences between the roles of public and private CFOs. He also highlights the importance of adaptability and credibility for CFOs and the unique aspects of operating a healthcare business in Canada.

If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.

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SPONSORS:

Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.

Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.

Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at operators-guild.com.

Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages. 🚀 Request a demo at www.maxio.com/runthenumbers for 10% off your first year.

Leapfin is accounting automation software that automatically prepares and posts reliable journal entries. High-growth businesses like Reddit, Canva, and Seat Geek choose Leapfin to eliminate manual tasks, accelerate month-end close, and enable accounting leaders to provide faster insights to help their companies grow. To automatically standardize your revenue data with measurable business impact, check out leapfin.com today.

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@cjgustafson222 (CJ)

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TIMESTAMPS:

(00:00) Preview and Intro

(01:59) Sponsor – Mercury | NetSuite

(04:14) Navaid’s Career Negotiating Broadcast Rights

(09:26) Navaid’s Joint Venture with VICE Media

(11:15) Going from Private to Public to Private at Dialogue

(14:37) Sponsor – Operators Guild | Maxio | Leapfin

(18:09) Joining a Company at an Inflexion Point

(19:56) The Differences Between the US & Canadian IPO Markets