CFO THOUGHT LEADER

1,006: Finance and Strategy: A Dual Approach | Jorge Stevenson, CFO, Yuvo Health

Jun 5, 2024

CFO Jorge Stevenson, with experience at Goldman Sachs and an MBA from Duke University, discusses his career journey and emphasizes the importance of finance in business success. Topics include his strategic financial management approach, Uvo Health's mission and expansion plans, and prioritizing essential tasks for career growth.

40:24

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Episode guests

Jorge Stevenson

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Episode notes

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Quick takeaways

Finance education and leadership influence key for CFO success.

Community health-focused strategy at Uvo Health prioritizes outcomes over service quantity.

Strategic shift from numbers focus to understanding rationale enhances CFO capabilities.

Deep dives

Career Journey to CFO Role

Jorge Stevenson, CFO of Uvo Health, shares his journey from growing up in Chile to enrolling in business school at Duke, gaining valuable experience at Bestow and Prudential, and eventually joining Uvo Health. His background in mergers and acquisitions, financial planning, and strategy set the foundation for his CFO role.

Intro

5min

Career Journey: From Sales to Finance to Teaching and Strategic Finance

13min

Uvo Health's Mission and Expansion Plans

8min

Strategic Financial Management and Career Development

7min

Prioritizing Essential Tasks for Career and Business Success

3min

Unexpected Background and CFO Priorities

4min

Announcement of The CFO 500 Book Release

3min

CFO Jorge Stevenson’s finance career journey begins in Santiago, Chile, where both his parents were leaders within the business community and instilled in him the importance of finance when it comes to achieving business success.

Jorge’s formal business education began with an MBA from Duke University, where he honed his finance. His professional journey includes pivotal roles at a number of different organizations. At Goldman Sachs, he gained exposure to mergers and acquisitions, financial planning, and board-level responsibilities. His tenure at Prudential further solidified his strategic thinking capabilities, working on mergers and acquisitions across Latin America, Europe, and Africa.