The company has been growing at a rate of more than 20% per year. It was founded in 2007 and is now worth over $1 billion. Its products are distributed through about 800 community banks and credit unions, almost like you might have a local jeweler with roll exes on the shelves.
Play episode from 09:33
chevron_right
Transcript
chevron_right
Transcript
Episode notes
Jeremy Foster is an unusual CFO, he isn’t an accountant and doesn’t have a finance background. His origins are in sales and marketing. He changed course following an MBA at Notre Dame and has subsequently become a highly successful finance leader with strong strategic capabilities and significant M&A experience. Jeremy has been instrumental in multiple equity rounds, debt recaps, and a 9-digit platform sale to PE.
Jeremy’s main interest is working with an organisation that wants to drive massive growth. He will typically be brought on board by a CEO who wants a co-pilot to go on that journey. In this episode, we talk about how Jeremy is currently doing that at Talroo and how that differs from his approach at previous companies Homeward and Kasasa. He explains how he operates as a strategic partner to the CEO and gives us some great insights to the thought process a CFO needs in helping build and drive strategy.
We explore some of the key KPIs you need to understand when investing in customer acquisition, and we talk about the theory of constraints. Jeremy shows how the skills he learned as a marketing director are extremely valuable to a CFO too.
