Secrets of a Tech-Savvy CFO with Aaron Levine, CFO at Prophix

Jan 14, 2025

Aaron Levine, Chief Financial Officer at Prophix, brings extensive experience from high-growth tech companies to the discussion. He sheds light on the evolving role of CFOs, emphasizing the importance of data stewardship in a tech-driven landscape. Tune in as he highlights how advanced tools, like Prophix, transform financial management and enhance collaboration across departments. Aaron also shares insights on the necessary skills for future finance leaders, focusing on analytical thinking and the integration of emerging technologies like AI.

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ANECDOTE

Career Path

Aaron Levine's career began traditionally in public accounting and auditing.
He transitioned to finance roles, including FP&A and multiple CFO positions, primarily in software companies across various industries.

ADVICE

Work-Life Balance

Start your day with a walk to connect with loved ones and exercise.
Take vacation time to disengage from work and recharge, even if you occasionally check in.

INSIGHT

Dual Role Insight

Being a CFO for a company selling CFO software provides a unique user perspective.
This allows for valuable insights into product development and go-to-market strategies, directly impacting the roadmap and sales efforts.

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In this episode of CFO Weekly, Aaron Levine, Chief Financial Officer at Prophix, joins Megan Weis to discuss the challenges and opportunities of being a CFO at a company whose technology is made for CFOs. Aaron shares insights on the evolving role of the CFO in today's tech-driven landscape, the importance of data stewardship, and how innovative financial solutions can enhance collaboration across teams.

Aaron is a seasoned financial executive with vast experience in high-growth venture capital and private equity-backed technology companies. With a career that began in public accounting and transitioned through various roles, he has developed a robust skill set in business analysis, investor relations, budgeting, and P&L management. Before Prophix, Aaron held financial leadership roles at companies such as ChurnZero, EveryAction, BluVector, Fishbowl, and more.

In this episode, we discuss:

The importance of technology integration to improve decision-making
How Prophix's technology impacts decision-making and collaboration within finance teams
The growing demand for tech-savvy finance professionals
What skills future financial leaders must possess to succeed

Learn more about Aaron:

Aaron Levine on LinkedIn
Prophix Website

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Personiv on LinkedIn
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Personiv on Twitter

If you enjoyed this episode, then please either:

Follow, rate, and review on Apple Podcasts
Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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