Run the Numbers E9: Why You Should Say Yes More as a CFO, with Envoy CFO Sinohe Terrero
Jan 3, 2024
47:43
Sinohe Terrero, CFO of Envoy, sits down with CJ in episode nine of Run the Numbers to discuss why CFOs should actually say "yes" more, and be known as an enabler, not a blocker, to your organization. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics
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SPONSORS:
NetSuite provides financial software for all your business needs. More than thirty-six thousand 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 ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months.
Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. 🌴 Visit www.tropicapp.io/metrics to learn how.
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RECOMMENDED PODCAST:
The HR industry is at a crossroads. What will it take to construct the next generation of incredible businesses – and where can people leaders have the most business impact? Hosts Nolan Church and Kelli Dragovich have been through it all, the highs and the lows – IPOs, layoffs, executive turnover, board meetings, culture changes, and more. With a lineup of industry vets and experts, Nolan and Kelli break down the nitty-gritty details, trade offs, and dynamics of constructing high performing companies. Through unfiltered conversations that can only happen between seasoned practitioners, Kelli and Nolan dive deep into the kind of leadership-level strategy that often happens behind closed doors. Check out the first episode with the architect of Netflix’s culture deck Patty McCord.
https://link.chtbl.com/hrheretics
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X / TWITTER:
@sinohe (Sinohe)
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Episode Preview
(00:50) SEGMENT: CJ's opening “Off the Books” monologue - the Butter and Knife approach
(02:59) Start of interview
(03:42) On the CFO as the enabler of the organization
(06:11) How to say "yes" more: Butter and Knife framework
(09:22) Examples of unblocking / enabling in Sinohe's career
(12:17) How to lead your BI team to success
(16:00) Sponsor: NetSuite
(19:51) Why you should re-define terms in your board deck
(23:40) How to prioritize the right questions for your BI team
(28:23) How to bucket / segment data within your org
(33:30) The story of Envoy and Covid
(38:50) Qualities that separate a good CFO from a great CFO
(40:39) SEGMENT: Long-ass Lightning Round
(44:15) SEGMENT: Rep Yo Stack - Sponsored by Tropic
(46:08) Craziest expense attempt Sinohe has seen
Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
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SPONSORS:
NetSuite provides financial software for all your business needs. More than thirty-six thousand 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 ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months.
Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. 🌴 Visit www.tropicapp.io/metrics to learn how.
---
RECOMMENDED PODCAST:
The HR industry is at a crossroads. What will it take to construct the next generation of incredible businesses – and where can people leaders have the most business impact? Hosts Nolan Church and Kelli Dragovich have been through it all, the highs and the lows – IPOs, layoffs, executive turnover, board meetings, culture changes, and more. With a lineup of industry vets and experts, Nolan and Kelli break down the nitty-gritty details, trade offs, and dynamics of constructing high performing companies. Through unfiltered conversations that can only happen between seasoned practitioners, Kelli and Nolan dive deep into the kind of leadership-level strategy that often happens behind closed doors. Check out the first episode with the architect of Netflix’s culture deck Patty McCord.
https://link.chtbl.com/hrheretics
---
X / TWITTER:
@sinohe (Sinohe)
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
---
TIMESTAMPS:
(00:00) Episode Preview
(00:50) SEGMENT: CJ's opening “Off the Books” monologue - the Butter and Knife approach
(02:59) Start of interview
(03:42) On the CFO as the enabler of the organization
(06:11) How to say "yes" more: Butter and Knife framework
(09:22) Examples of unblocking / enabling in Sinohe's career
(12:17) How to lead your BI team to success
(16:00) Sponsor: NetSuite
(19:51) Why you should re-define terms in your board deck
(23:40) How to prioritize the right questions for your BI team
(28:23) How to bucket / segment data within your org
(33:30) The story of Envoy and Covid
(38:50) Qualities that separate a good CFO from a great CFO
(40:39) SEGMENT: Long-ass Lightning Round
(44:15) SEGMENT: Rep Yo Stack - Sponsored by Tropic
(46:08) Craziest expense attempt Sinohe has seen
Get full access to Mostly metrics at www.mostlymetrics.com/subscribe