The CFO Playbook

With 7 years of leadership experience, Navpreet Randhawa has a passion for Enterprise SaaS businesses with focus on the financial technology sector. He found himself on the path to being a self-described “accidental CFO” by having a drive to help build companies and be successful. Navpreet has leaned into prioritizing what is best for his business through the help of using technical tools and outsourcing many traditional aspects of a company’s finance department. As CFO at Minna, he strives to be as efficient and effective as possible by being a strategic finance leader that is open to any options that may help the bottom line.To be a successful CFO, Navpreet feels you need to be practical and honest with your time and responsibilities. If you are stretching yourself too thin, then you need to reassess how your role is functioning. He thinks it is important to be open to using outside resources to make your job easier and better supported, searching out the best specialists to handle tasks. This means you need to admit to what you are and are not good at to help you face and solve problems to ensure growth at your company and in your role.Navpreet believes it is important to be willing to rediscover and reinvent the wheel for how finance functions have been run in the past. He thinks you need to try avoiding feeling insecure. If you work hard and continue to educate yourself then you won’t ever fail, you will just be able to learn new things and apply those to new opportunities.In this episode of The CFO Playbook, Navpreet talks about why it is important to crawl before you walk and walk before you run. He provides insight on his path from accounting to founding a company, and ultimately taking the learnings he gained from those experiences to be a forward thinking and open minded CFO. Navpreet explains the importance of prioritization, outsourcing, and why always being driven to achieve success are keys to being a great financial leader.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 Navpreet on LinkedIn.Connect with our host Ross on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bijan Moallemi, Co-Founder and CEO of Mosaic, discusses the importance of automation and freeing up time for strategic tasks in finance. He emphasizes the significance of scenario planning in uncertain times and the transition from finance professional to CEO. The challenges of communication and collaboration in a remote-first environment are highlighted, along with advice for aspiring CFOs on building relationships and developing technical skills.

Anthony Rawlinson has more than 12 years of experience working in finance. He joined Papier as CFO four years ago, after serving as a consultant for the brand beforehand. Previously, Anthony worked in investment banking with Greenhill & Co. and PwC, providing generalist corporate finance advice. Since he started  as the finance leader at Papier, the team has grown to 20 people. Not only does Anthony lead the finance operations at Papier, but he also oversees Data at the company. He believes it is important to have synergy between the two functions to help better the organization.To be a successful CFO, Anthony feels you need to challenge yourself to take a holistic approach to business and be as forward thinking as possible. In business it is important to not just think about if you can do things faster, but what are the best ways to accomplish your goals and make sure you’re spending your time efficiently. He stresses that however you solve challenges today, it also needs to be done in a way that helps you achieve whatever is being planned for the future. Anthony believes chemistry within your finance team and organization at large is very important. Having an alignment of mission and vision is fundamental to help you lead effectively.  With the finance team, he has adopted a hybrid decentralized approach model to how it focuses on different aspects of the company. The finance team functions as business partners with different areas within the organization to benefit accuracy and efficiency. Anthony thinks you need to go above and beyond and challenge yourself to encourage continued team engagement, being cognizant of culture and experimenting with ways to find the right balance for your team. In this episode of The CFO Playbook, Anthony talks about how his path to CFO was led by his interests and passions for the product and autonomy that comes with working for a startup. He explains the importance of having a centralized source of truth for data. This allows the company to have a standard reporting function that sets up the organization for success by focusing on insights and action. Anthony also stresses the important traits that every CFO needs to help them learn and grow personally, drive the company to prosper now and in the future, and how to maintain a content and capable support 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 Anthony on LinkedIn.Connect with our host Ross on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Huw Slater is hugely passionate about technology that facilitates innovation and enhances both people’s work and personal lives. Currently, he is COO at TravelPerk, a next-generation travel booking and management platform that is pioneering the future of corporate travel. Previously, Huw served as CFO at TravelPerk and Typeform, with a long career in finance, business, and technology. Huw has helped lead his company through the pandemic and into the new world of corporate collaboration and business travel. Through the use of strategic partnerships, TravelPerk is ensuring the future of travel is successfully supported by top-level technology. To be a successful CFO, Huw feels you need to do whatever you can to remove friction and extra effort when driving towards success. This requires that you bring in modern tools to help free up your team and employ people that can be creative and don’t just follow standard processes. You need to be someone who over-indexes on being a leader, focusing on the company’s goals first, and finding ways for your finance team to be as supportive as possible. Huw believes the job of any leader, and specifically the CFO, needs to be focused on gaining a return on investments. He says you need to run towards the flames and not stand back in the face of adversity. You should always strive to raise the bar, help set the direction, and ensure speed and efficiency. In this episode of The CFO Playbook, Huw talks about how over-communicating and transparency have benefited him as a leader. He explains why taking on hard tasks and surrounding yourself with great people will help you to be successful. In addition, he provides insight on his career path, navigating a company focused on travel when that was limited due to the pandemic, and how partnerships make companies strong and provide better services to customers. 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 Huw on LinkedIn.Connect with our host Ross on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

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