How to Build an Operating Plan for Your Company

Building a finance team means investing in processes, tools, and people. But, making all three segments successful can be time-consuming and requires having a CFO ready to look outside the box and build partnerships with every department within an organization.

That's easier said than done, but fortunately, there are success stories that prove it is possible.

In this episode of The Role Forward, our host Joe Michalowski welcomes Russ Jones, the former CFO of Shopify. The two discuss what it was like growing a finance team in a company such as Shopify, the challenges and lessons learned, and the importance of developing a partnership between finance and other departments. 

Guest-at-a-Glance

💡 Name: Russell Jones

💡 What he does: Russ was the CFO of Shopify from 2011 to 2018

💡 Company: Shopify

💡 Noteworthy: Throughout his 40-year career, Russell has been on a mission to help finance people evolve. Currently, he is on the advisory board of a prominent Canadian VC and is helping them build their finance community.

💡 Where to find Russell: LinkedIn