The CFO Playbook

When Tom Fencl joined the Pricefx team in late 2017, the global SaaS startup had about 70 employees. Fast forward and they now have close to 400 employees stationed all over the world and have raised more than $131 million in funding. It’s safe to say Tom has played a key role in this growth.“As a CFO, it is your responsibility to make sure data, which is clearly one of the hidden resources of every company, is managed well, and that means centralization and consistency and some sort of hygiene around that,” he says.In this episode of The CFO Playbook, Tom touches on the challenges he has confronted as the CFO of such a fast-growing company, including learning how to develop a team and navigate the global landscape. He also dives deep into what data he uses to track the company’s financials, his unique approach to the reporting process, and how he teaches his team to approach these numbers (hint: It’s with skepticism and a good old-fashioned pen and paper).Connect with Tom on LinkedIn.Connect with our host Rob on LinkedIn.Full show notes and resources from this episode can be found here.If you want a better way to track and control your team’s spend, checkout Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

What exactly is behind the skyward trajectory of a fast-growing software company? Turns out that it’s more than just growth.In this episode of The CFO Playbook, host Rob Norman sits down with Kevin Jacobson, CFO and COO of LogicGate, which develops cloud software solutions for automating governance, risk, and compliance processes. As the first business operations employee hired in the company’s early years, Kevin keeps his eyes not only on LogicGate’s rapid annual growth but also on efficiency and — perhaps most importantly — customer retention.In October 2020, Kevin joined the growing ranks of executives worldwide who combine the roles of CFO and COO. He discusses how his dual role invites him to bring a finance lens to customer service operations, and he shares his insight into slicing the data to learn the most from a company’s financial indicators.Connect with Kevin on LinkedIn.Connect with our host Rob on LinkedIn.Full show notes and resources from this episode can be found here.If you want a better way to track and control your team’s spend, checkout Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seemed profitable, but Patrick, who has been a CFO for 25+ years, took it upon himself to financially transform the company and focus on cash — not revenue and profit.The company generated between $70 million and $80 million in cash. How? A whole lot of change.But getting your team — and an entire company — to buy into change isn’t always easy. Patrick leaned on leadership principles he calls the 5 C’s: Context, Commitment, Clarity, Connections and Compassion.On the premiere episode of The CFO Playbook, Patrick dives deep and explains his strategy for repositioning Capita for growth, how he got buy-in from his team (with a little help from the 5 C’s) and some smart ways to become a better CFO.Full show notes and resources from this episode can be found here!Connect with Patrick on LinkedIn.Connect with our host Rob on LinkedIn.If you want a better way to track and control your team’s spend, checkout Soldo.com. Learn more about your ad choices. Visit megaphone.fm/adchoices