The CFO Playbook

Tiziana Figliolia has more than 25 years experience in the technology industry leading a wide range of strategic, financial, and operational functions at billion-dollar global publicly traded companies. Currently, she is CFO at Hootsuite, the global leader in social media management. Having a passion for advancing diversity and inclusion initiatives in the workplace and in the community, she is also the co-founder of Full STEAM Forward, a non-profit whose mission is to tackle inequalities in education. To be a successful CFO, Tiziana believes you need to focus on having a growth mindset. To do this, she feels you need to be customer obsessed, provide the best employee experience, and always build for the long term financial sustainability of the company. Tiziana feels strongly that you need to look at the opportunities that you have in front of you and double down on the investments you have with your customers and partners. To help your organization become world-class as a CFO, you need to get your processes, policies, and systems right. You can help achieve this by supporting your employees, whether it be through building relationships, paying attention to health and wellness, ensuring equality, or providing opportunities for them to improve and grow. It’s also important that, as a CFO, you have a strong relationship with the CEO, with a cooperative commitment to each other to support long term financial success and create equity opportunities for your company. In this episode of The CFO Playbook, Tiziana talks about her experience working internationally in China and how it has prepared her to take on the tasks of running finance at Hootsuite, which impacts people and companies across the globe. She discusses the importance of relationships and partnerships within your company and with your customers, as well as the importance of implementing diversity, equity, and inclusion practices in any corporate environment. Tiziana also speaks about digital transformation and why it is important to push yourself to take on new challenges throughout your career.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Tiziana on LinkedIn.Connect with our host Ross on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Roling has 35 years of commercial and private equity experience, having served in board, CEO, COO, and CFO positions with a number of global public and private companies. Currently he is CFO at Coinme, a crypto financial services and blockchain technology company that is dedicated to helping the world gain access to virtual currency. A self proclaimed, ‘global nomad,’ Chris has worked across the world for many different companies and verticals. His vast experience in nearly every functional area of finance, and mindset of taking the path less traveled, has allowed Chris to successfully guide and help Coinme prosper as it scales quickly in an expanding industry.To be a successful CFO, Chris believes you need to take chances and get out of your comfort zone. At the same time, he encourages a philosophy of keeping it simple and not over-complicating things. He sees the role of a CFO as someone who provides a common sense approach to their company. Chris feels strongly that variety, networking, and international experiences are keys to learning and success for CFOs. He also views the CEO and CFO partnership as absolutely instrumental to a company’s success, requiring collaboration to focus on the success of the customer, investors, and overall company strategy. In this episode of The CFO Playbook, Chris talks about his vast experiences working with companies around the world. He provides insight into the state of the cryptocurrency and blockchain industry, and how the technology is connecting people and companies throughout the world. As Coinme quickly scales as the crypto industry grows, Chris discusses his approach to working as a CFO with a startup and how to ensure success through a new and emerging market. Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Chris on LinkedIn.Connect with our host Ross on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Sheriff, CFO at NewDay has over 25 years of experience in financial services organizations spanning banking, asset management and insurance. Paul is currently working as Chief Financial Officer for NewDay, a private equity backed consumer finance business providing branded and co-branded credit cards, including Amazon’s credit card in the UK. His specialities include, finance, operations, financial services, and change management. Paul’s vast experience with large corporations and smaller companies across the world have helped provide insight and expertise to have success in his role today.To be a successful CFO, Paul strongly believes that you need to take opportunities as they arise. He recommends that in doing so you always look forward and be one step ahead so you set up your company and leadership to always look good and be prepared. While technical abilities are very important, how you interact and communicate with others helps you to gain trust and confidence in your team, leadership, and clients.Paul believes that being a good CFO requires you to be level headed in moments of stress and crisis. Having broad access to the technical, business, and commercial sides will help you to build that comfort to lead through knowledge and experiences.In this episode of The CFO Playbook, Paul Sheriff, CFO at NewDay shares his vast experience across different companies and countries. He provides insight on how to approach your first 100 days as a CFO in a new job. Paul also talks about the impact of data and his philosophy on financial forecasting, technology, and progressive approaches to being a CFO.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Paul on LinkedIn.Connect with our host Ross on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charly Kevers, CFO at Carta, has more than 20 years of experience holding various roles in finance and strategy, including investor relations and corporate development in multiple countries across North America, Europe, and Asia. While he didn’t take a straight path to his current role, his breadth of experience in consulting and the financial world has given him great exposure to different businesses and executives to help prepare him to be a leader at Carta. To be a successful CFO, Charly strongly believes in trying out different roles and opportunities, including learning about mergers and acquisitions and investor relations. This will help you as a CFO to gain an understanding of how investors approach their investments, and how to better communicate with them. Carta takes a unique and transparent approach to their business, being open with employees and investors. While at first, this was a bit jarring for Charly, he has embraced how being open and honest about the business can greatly improve a company’s culture and be a driver for growth. Charly believes that being a good CFO requires you to be as objective as possible and try to not be defensive, no matter if you’re dealing with good or bad situations. It is important to be very clear in explaining your thoughts and processes, reinforcing that you’re trying things in an effort to grow and prosper. He feels that if you aren’t constantly trying new things, then you won’t be able to properly build and expand your business.  In this episode of The CFO Playbook, Charly Kevers, CFO at Carta shares his thoughts on how transparency can build trust and confidence with your employees and investors. He explains why it is important to take risks and try new things. Charly also talks about the importance of embracing technology and how he approaches recruiting and retention for his team.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Charly on LinkedIn.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Nitesh Sharan, CFO at SoundHound, is a strategic finance executive with experience fueling growth and profitability in firms across the consumer, technology and industrial sectors. His diverse background working in many different verticals across multiple industries allows Nitesh to be a great fit for the evolving and expanding role of CFO in today’s business world. He also has a passion for development, diversity, inclusivity, and sustainability for his company and team. Anchored by a variety of experiences in industries throughout the world, Nitesh’s desire to grow and try new things is an asset to SoundHound; an organization that believes every brand should have a voice and every person should be able to interact naturally with the products around them, by simply talking. Nitesh sees the role of a CFO as one that is constantly changing and adapting to a new world of business. He thinks today’s CFO needs to be in tune and involved with many parts of their company. That includes as an advisor to the CEO, encouraging stakeholder success, having a vision for the company’s long term success and near term sustainability, as well as being open to innovation, and helping to set a strong culture within the organization. An important part of supporting that is building a diverse, agile, and innovative team with a range of knowledge and diverse perspectives that have a drive to continually learn and grow. In this episode of The CFO Playbook, Nitesh Sharan, CFO at SoundHound, shares why you can’t stay stale and need to continually innovate and update the way your company does business. This ranges in everything from organizational goals and a willingness to utilize new technologies, to being open to who your workforce is, how to encourage their success, and to allow for flexibility in where they accomplish their work. Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Nitesh on LinkedIn.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dynshaw Italia, CFO at Soldo, brings 20 years of experience working and developing fast growing consumer brands to navigate change and growth. At Soldo, he is using his ability as an adaptable leader to help their mission of lighting a brighter way for businesses to pay for advertising, software, travel expenses, online procurement, and more. Soldo believes businesses deserve better than painful, slow, and costly spending, and is providing a solution that is smarter, faster, and more connected to build an entirely new financial architecture for them.When Dynshaw joined Soldo, he brought with him years of experience working in various disciplines and companies of all sizes. He is using that experience as an asset to help drive financial stability and success for the company. He believes that a CFO should never stand still to be successful - need to have a desire to improve and a willingness to adapt to whatever situations come about. A key to that is pushing for more efficiency and encouraging a mindset of betterment towards profitability within the organization. Attracted to companies with a common thread of entrepreneurial goals, Dynshaw has brought his strategic agility, desire to continually improve, love of technology, and emphasis on building trust amongst his leadership team and employees to provide a vision and roadmap to continued financial success and growth. Dynshaw believes being successful requires a CFO to be involved and understand all areas of the business, serving as a visionary that helps prepare the company for varying competitive environments. He says, “if you fail, fail fast, and move on.” That way, you can quickly define success up front and move on towards improvement. In this episode of The CFO Playbook, Dynshaw Italia, CFO at Soldo, shares that trust and accountability is the most important mindset to start with when developing a cohesive, supportive, and successful culture. Flexibility and openness to financial transformations and a willingness to adopt new tools is inherent to improving oneself and the company as a whole.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Dynshaw on LinkedIn.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The CFO Playbook, we share some of the best advice for hiring and retaining top-tier talent that we’ve received from finance leaders who have been guests on the show.Lessons we cover in this episode:The trends don’t lie: What CFOs are looking for from their candidates (and vice versa). CFOs are looking for technical fluency more than ever, and want candidates that have an understanding of multiple aspects both within the finance domain and beyond. The days of siloed roles are coming to an end.   Talent benefits from an empathetic leader who will provide a clear career path for the finance team member, and this is increasingly becoming a requirement for CFOs. Hiring tips to build a dynamic team of business partners, risk-takers, and those looking for a challenge.  EQ is key when you’re hiring a finance team member who will engage with and partner with other lines of business.  Be transparent and observant throughout the hiring process to ensure the candidate is a good fit. Expand your talent pool if your company is set up for remote work. Hire a mix of experienced finance experts and green talent with potential. As CFO it’s important to have a balanced team of talent you can nurture and talent that can help you fill in the gaps of your knowledge base. Regardless of experience level, you need to show up as a mentor and leader for your team to help them reach their full potential. Hire for technology Technology literacy is as important as technical finance skills. Hiring for automation has the downstream impact of opening up opportunities for your team and making them happier at their jobs. Once you’ve built your team, incentivize them to stick around. Cultivate an employee-first work culture. Make sure your company goals are clear, and that you’ve laid out identifiable career paths for your finance team members so they know what they’re working towards. Tune in to the full episode to get all the best insights on hiring and retention.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

In his role of CFO at Enable, Nick Rose is carrying forward what he enjoyed most working on business transformation projects at Travis Perkins, and is driven by the change he’s able to make happen at a small but quickly growing company.When Nick first joined Enable, he went from having 24,000 colleagues to 70. But headcount is rising fast, and Nick describes the company’s evolution as “a constant state of change” as Enable has gone through two rounds of funding and expanded to three different countries since he arrived. Nick credits his experience in business transformation to help him to shift to a fast moving environment; in fact, he embraces the change that’s necessary to achieve Enable’s ambitious goals.Whether evaluating automation opportunities to layer on top of Enable’s ERP system, or assessing whether a prospective hire is the right fit for his team, Nick takes a forward-thinking approach to his decision making. To help guide these decisions in the present, he and his team rely on measuring objectives and key results (OKRs) on a quarterly basis. As a result, Nick is confident that the finance department and beyond are aligned on the overarching goals of the company and how they’ll work together to achieve them.On this episode of The CFO Playbook, Nick Rose, CFO at Enable, shares how he brings a transformation mindset to his role, describes the ways in which he’s building a team that runs towards business challenges, and illustrates why adaptability is such an important quality in a CFO.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Nick on LinkedIn.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ross Tennenbaum loved working in investment banking, so it took the right opportunity for him to make the jump into his first role as CFO at Avalara, a SAAS company building cloud-based tax compliance solutions to handle every transaction in the world.While in investment banking, Ross learned not only about capital markets and mergers and acquisitions, but about the strategy of the companies he advised on. Ross brought that mindset to Avalara, asking all kinds of questions to drive Avalara’s business forward.Ross is laying the groundwork at Avalara to help match the fast growth of today, as well as tomorrow. He’s doing this by investing in the right technology to help optimize finance operations, and hiring finance team members who have experience implementing automation. As he builds out the finance team in a competitive environment, he’s intentional about facilitating a fulfilling work environment with clear paths of success for the company as well as individual team members. On this episode of The CFO Playbook, Ross Tennenbaum, CFO at Avalara, describes why he left investment banking for the lure of CFO, outlines the key components of a high performing finance team, and shares the automation priorities he's focused on for the year ahead.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Ross on LinkedIn.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Foster not only has over 25 years of management experience in finance, he’s also worked on 35 different IPOs over the course of his career. He brings that expertise and more to his role today as CFO at Picsart. Early in his career, Craig was working in an advisory role at a Big 4 public accounting firm when he was approached by one of their rapid-scale clients, LoudCloud, to come in house. The leaders of the company, Marc Andreessen and Ben Horowitz, were key players in the dot com boom and took a hands-on approach to leadership training. The “school” of LoudCloud was formative to how Craig would approach his management positions going forward. Being both a mentor and a mentee is important to Craig. Whether working in house or during his time as an adviser, he’s built a network to help increase his learning. When Craig made the decision to transition to CFO for his first tenure at Ubiquiti Networks in 2013, that network helped him stay supported. And today at Picsart, Craig mentors his finance team with a forward-thinking approach and is always looking for ways to maximize their potential through technology.On this episode of The CFO Playbook, Craig Foster, CFO at Picsart, talks about coming up under Marc Andreessen and Ben Horowitz during the dot com boom, shares his philosophy on mentoring future CFOs, and outlines how he is always on the lookout for the right technology to execute finance goals.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with Craig on LinkedIn.Connect with our host Ross on LinkedIn.If you want a better way to track and control your team’s spend, check out Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices