CFO Weekly

Whether it's sharing ideas, persuading stakeholders, or driving action, clear and engaging communication is crucial. Storytelling is the tool financial professionals need to master to enhance their communication. To better explore the power of financial storytelling, its impact on driving action, and how it can improve communication in the financial industry, we speak to Soufyan Hamid.Soufyan is an experienced FP&A expert based in Belgium who founded SouFBP to offer specialized support to businesses looking for temporary or independent financial management solutions. Before that, he held the roles of Finance Business Partner at Proximus and Manager at Deloitte Belgium.In this episode, we discuss:The power of financial storytellingWhy financial professionals need to nail storytellingWhat skills do you need to be a good financial storytellerHow to transform financial reality into great storiesDesigning engaging financial presentationsLearn more about Soufyan:Soufyan Hamid on LinkedInSouFPB WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Embedded finance, finance business partnering, and collaboration between CFOs and product teams - a trio every business must fully grasp and master to succeed in the complex financial landscape of the 21st century. To learn more about them, we spoke to Daniel Yubi, the CEO of Payable.Daniel holds the prestigious Tier 1 Exceptional Talent Visa, a distinction conferred upon only 200 global tech innovators by TechNation in collaboration with the UK Home Office. Before Payable, Daniel's career trajectory included his participation in the On Deck Fintech Fellowship, a tenure as Senior Product Manager at Checkout.com, and a role as Product Manager at Curve.In this episode, we discuss:The role of embedded financeThe potential of finance business partneringCollaboration between CFOs and product teamsKey compliance strategies for marketplace financial operationsLearn more about Daniel:Daniel Yubi on LinkedInPayable WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In recent years, the landscape of financial services has experienced a profound transformation, primarily driven by the rise of Fintech. The industry has expanded beyond the traditional borders of banking and lending, paving the way for innovative players in the market, such as Upgrade. Today, we speak with the company's VP and Head of Financial Institutions about how Upgrade leverages Fintech to deliver a seamless digital experience that outshines the offerings of classic banks and credit unions.Rebecca Bacon serves as the VP and Head of Financial Institutions at Upgrade, where she leads the company's nationwide engagement with various financial entities, ranging from smaller credit unions with assets of $30 million to major banks with assets up to $200 billion. Under her leadership, Rebecca's team has recently expanded its services to include deposit liquidity solutions for its network of over 200 partners, providing match-funding solutions for financial institutions with deposit pressure.In this episode, we discuss:How fintech disrupts the financial industryWhat is a flow program?Frictionless digital experiencesThe role of AI in FintechThe future of Fintech in financial servicesLearn more about Rebecca:Rebecca Bacon on LinkedInUpgrade WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero.Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees.In this episode, we discuss:How Equals reinvents spreadsheetsThe importance of high-level financial modelingEntrepreneurship and FinanceThe power of learning SQL for financeLearn more about Bobby:Bobby Pinero on LinkedInEquals WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

If there's one thing we can be sure about technology, it's growing crazy fast, and it's impacting every industry. But we wanted to understand what changes the new wave of tech brought to the fintech sector. And we have found the right person for that, so please welcome Chermaine Hu.In her role at Episode Six, Chermaine oversees global finance and accounting operations, in addition to managing M&A and investor relations. Before this, she served as the CFO of Rêv Worldwide and worked as an M&A Banker with Morgan Stanley in both London and New York.In this episode, we discuss:Modernizing the payment technologyThe power of technology in financeBuilding a global fintech startupThe role of CFO in a fintech startupEmpowering women in fintechLearn more about Chermaine:Chermaine Hu on LinkedInEpisode Six WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat.Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE.In this episode, we discuss:The role of AI in financeLeveraging AI for efficient decision-makingThe evolving role of CFOs in the age of AIData privacy and cybersecurityLearn more about Ashwath:Ashwath Bhat on LinkedInFractal WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

In the last ten to twenty years, the world of CFOs has changed quite a bit. It's not just number crunching and accounting anymore. Today's CFOs wear multiple hats, stepping up as key strategists and decision-makers in their organizations. Want to know what this dynamic role looks like up close? Let's dive deeper into the ever-evolving world of finance, strategy, and leadership in a friendly chat with Jenny Fuss, the Chief Financial Officer at Boart Longyear.Jenny is a senior executive with a track record of leading business turnarounds and growth at the C-level across Europe, Asia, and North America. She excels in dynamic business landscapes on the brink of significant transformations, rapidly achieving objectives across diverse business scenarios and cultures. With her expertise in unique business models, she has overseen various projects, services, and product manufacturing across multiple industries. In addition, Jenny holds positions as a Member and Mentor at the CFO Leadership Council and as a Member of the Coalition of Global Advisors at LifeHikes.In this episode, we discuss:Key qualities of a top-tier CFOBalancing finance, strategy, and leadershipThe power of CFOs in cross-functional collaborationTransitioning from pure finance leaders to people operations and strategy leadersHow can CFOs ensure that the finance function is agile and adaptable to the rapid evolution of technology?Learn more about Jenny:Jenny Fuss on LinkedInBoart Longyear WebsiteThe CFO Leadership Council WebsiteLifeHikes WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

Ozan Pamir, CFO at 180 Life Sciences, shares insights on the challenges faced by CFOs in the biotech industry. He discusses the modern CFO profile, qualities sought in team members, and how to navigate challenging economic times. Pamir also shares his experiences in investment banking, corporate strategy, and overseeing mergers. The podcast explores the innovations of 180 Life Sciences, their focus on inflammatory conditions, equity deals, and raising capital. Pamir offers advice for CFOs starting out in life sciences and discusses the impact of economic developments on innovative companies.

Whether it's the tug-of-war between generating long-term value and immediate cost-cutting, walking the tightrope of managing risk while driving groundbreaking change, or the evolving expectations that demand more than just traditional financial insight, the CFO role is loaded with paradoxes. Based on the eye-opening findings from the 2023 Global EY DNA of the CFO Survey, we're joined by Myles Corson to explore how CFOs can broaden their skills and build high-performing finance functions to successfully navigate this intricate landscape.As the Head of Strategy and Markets for EY Financial Accounting Advisory Services, both globally and in the Americas, Myles leads a customer-centric team committed to assisting international organizations in navigating the complexities of regulatory shifts and transformative changes in financial reporting. His expertise lies in guiding clients through significant transitional phases, equipping them to be future-ready. Additionally, Myles hosts the EY Better Finance podcast, where he delves into timely finance-related topics.In this episode, we discuss:EY’s 2023 Global DNA of the CFO Survey insightsBalancing long-term performance and short-term resultsThe paradoxes of the modern CFOThe human side of financeCFOs and economic uncertaintiesInnovation and technology in financeLearn more about Myles:Myles Corson on LinkedInEY WebsiteEY’s 2023 Global DNA of the CFO SurveyBetter Finance PodcastEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

It's true that with great power comes great responsibility, as well as challenges and opportunities. But when you're a high-growth startup, things really can change overnight. Navigating these swift transitions goes down to assembling a stellar finance team and mastering precise forecasting. To learn more about the topic, we’re joined by Chithra Rajagopalan, Head of Finance at Glue.Chithra is an outstanding finance leader with a passion for philanthropy. Her expertise is deeply rooted in leading operations for high-growth SaaS enterprises. With an impressive history of guiding start-ups, both as an internal figurehead and a consultant, Chithra has navigated companies through funding rounds, acquisitions, global expansions, and preparations for IPOs. Her illustrious career includes roles such as Director of Corporate Finance & Accounting at ClickUp, Director of Finance & Accounting at People.ai, and Accounting Manager at Kranz & Associates.In this episode, we discuss:Building efficient finance teamsFinance strategies for high-growth startupsData integrity and collaborationAligning sales, marketing, and productSix key steps for efficient forecasting in high-growth startupsPromoting diversity in the tech industryLearn more about Chithra:Chithra Rajagopalan on LinkedInGlue WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so