Run the Numbers

Simone Nardi, CFO of Globalization Partners, discusses how to expand teams abroad cost-effectively, including using Employer of Record services, budgeting for international workforces, staying compliant with regulations, and managing currency fluctuations. They also cover Globalization Partners' business model, revenue forecasting, and the importance of tracking metrics for success.

Guest Evan Fein, CFO of TextNow and Global Chairman of FSuite, shares insights on being acquired, including the freemium model, metrics for CFOs like ARPU, and managing due diligence. He discusses handling customer data, communicating with stakeholders, and mastering the art of being acquired.

Jim Caci, CFO of AvePoint, shares insights on transitioning to SaaS metrics, educating on SaaS basics, AI investments for CFOs, and avoiding buyer's remorse. He discusses challenges in moving to annual subscriptions, aligning key metrics across departments, sales compensation evolution, and benefits of multi-year contracts. Emphasizes diverse CFO backgrounds, transparency, and importance of learning from mistakes.

Interview with Dustin Pederson, CFO of Locus Robotics, discussing the Robot-as-a-Service model, supply chain management challenges, building ROI models, tracking unique metrics, and optimizing cash conversion cycles. Insights on market positioning, specialized ERPs, human-robot interactions, and negotiating tips for CFOs.

Huntress CFO Marcos Torres shares insights on career paths, adaptability, and clarity of vision. He discusses the survival of the fittest mentality, the CFO's role as a business leader, and the importance of strategic decision-making. Torres also announces an exciting fundraising update.

Former investment banker turned CFO, Paul Mulé from Arcadia, discusses the transition to an operational role, the scarcity of skilled CFOs in tech companies, and the importance of building the right team. He shares insights on M&A strategies, cross-selling post-acquisition, optimizing M&A with on-the-ground employees, and qualities that make a great CFO.

Alex Song, VP of Finance at Ramp, discusses the unique balance sheet considerations of payments companies, risk management in finance, and the value of customer relationships. He shares intriguing investment stories involving seismic ships, rough diamonds, rail cars, and Colombian litigation claims.

Nick Chammas, CFO of Eight Sleep, shares insights on transitioning from banking to operations, emphasizing sales skills, decision-making, and teamwork. He discusses the Google IPO process, challenges in tech operations, and the importance of building relationships for success. The podcast explores the balance between intuition and data analysis, humility in business, and anecdotes from Chammas's investment banking days.

Anna King, CFO of Mesh, discusses automation in finance, intertwining automation with storytelling, future of finance, physical credit cards, cash, and disrupting the finance ecosystem. She shares her experience during the mortgage crisis, fostering inclusion for women in finance, and combating imposter syndrome as a leader.

Rob Goldenberg, CFO of 6sense, discusses financial wisdom, tool consolidation, funding requests, decision-making, and the importance of doing nothing. Topics include alignment in company and finance teams, pitfalls of tool consolidation, managing spend, advice for taking advice, and the genius of Charlie Munger.