In this episode of Turpentine Finance, Sasha sits down with Dan Fletcher, CFO of Planful. They discuss how CFOs can build trust with the CEO and the board, balancing growth and profitability across different company stages, the nuances of working with VC versus PE investors, and more. Dan also shares his perspective of working at Planful, building infrastructure for CFOs.
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LINKS:
https://planful.com/
X/SOCIAL:
Dan Fletcher on Linkedin: https://www.linkedin.com/in/danfletchersf/
@sashaorloff (Sasha's X)
TIMESTAMPS:
(00:00) The best advice for growth and profitability
(02:13) Meet Dan Fletcher: Navigating CFO challenges
(02:57) Stakeholder management for CFOs
(04:22) Building trust with the CEO
(08:30) Growth vs. profitability: A balanced approach
(17:28) Navigating M&A discussions
(20:43) Preparing for board meetings
(25:08) Common questions CFOs face
(25:45) The importance of knowing your business
(26:24) The role of the CFO in board meetings
(27:22) Differences between venture-backed and private equity-backed boards
(29:00) Career path to CFO: CPA vs. corporate finance
(33:53) Essential skills for aspiring CFOs
(35:04) The role of the controller in strategic finance
(37:07) Planful's success and CFO insights
(43:02) Future of AI in financial planning
(45:28) Conclusion and final thoughts
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech 