

CFO Weekly
Personiv
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters.
CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.
CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.
Episodes
Mentioned books

Oct 17, 2023 • 42min
How AI Is Changing the CFO Playbook with Ashwath Bhat
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

Oct 10, 2023 • 32min
Mastering the CFO Trifecta with Jenny Fuss
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

Oct 3, 2023 • 33min
The Growing Impact of CFOs in Biotech Innovation with Ozan Pamir
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.

Sep 26, 2023 • 29min
The Changing DNA of the CFO: 2023 EY Survey with Myles Corson
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

Sep 19, 2023 • 35min
The Anatomy of High-Growth Startups’ Finance with Chithra Rajagopalan
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

Sep 12, 2023 • 31min
Crafting Agile Finance Teams: Insights from Gaurav Gupta
Change is a constant across all sectors and industries. For CFOs, agility and swift adaptability to shifting market dynamics are essential. As the landscape of finance and accounting transforms, CFOs need to cultivate resilient teams adept at navigating uncertainties and spearheading strategic expansion. And today, Gaurav Gupta educates us on precisely this subject.Gaurav is an outstanding change leadership consultant, acclaimed author, and dedicated researcher. Serving as the Managing Director at Kotter International, he seamlessly integrates his vast global expertise in strategy execution with the latest insights from the evolving science of change. In collaboration with John Kotter, Gaurav co-authored Change: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times. Besides his prolific career at Kotter, Gaurav is a co-founder of Ka Partners and holds the position of CEO at US Medic to Medic.In this episode, we discuss:Building agile finance departments:How CFOs can adapt in uncertain timesDriving change in finance and accountingHow to foster agility and adaptability in organizationsThe science behind creating change-capable organizationsLearn more about Gaurav:Gaurav Gupta on LinkedInKotter WebsiteKa Partners WebsiteMedic to Medic WebsiteChange: How Organizations Achieve Hard-to-Imagine Results in Uncertain and Volatile Times BookEpisode 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

Sep 5, 2023 • 55min
The CFO's New Playbook in the Age of Technology with Beatty D'Alessandro
The past and present of the CFO role look significantly different. Once primarily considered as the steward of a company's financial well-being, the CFO today is instrumental in charting the organization's strategic course and leveraging technological advancements for growth. But what catalyzed this shift? Join us as we delve into the change of the CFO role, tracing its origins in accounting and understanding its present-day nexus with strategy and technology in a conversation with Beatty D'Alessandro.Beatty served as the Chief Financial Officer for three premier companies up until mid-2018. At Merchants Metals, an Atlanta-based spin-off from Oldcastle and North America's second-largest chain link fence manufacturer, he oversaw finance, accounting, technology, and manufacturing. In 2015, Beatty finished his tenure as the Executive Vice President and Chief Financial Officer of Univar, a global chemical distributor valued at $10 billion. Before this, he held the position of Senior Vice President and Chief Financial Officer at Graybar, a company worth $5 billion.In this episode, we discuss:The evolution of the CFO from accounting to strategic leadershipThe strategic path to CFO successHow a CFO should evaluate and leverage risks and opportunitiesThe CFO role in a large public organization versus smaller, non-public companiesAI and Modern FinanceLearn more about Beatty:Beatty D'Alessandro on LinkedInGeorgia State University WebsiteUnivar WebsiteMcCracken 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

Aug 29, 2023 • 27min
How Top Financial Leaders Stay Ahead in Today's Economy with Adam Ante
The power of financial leadership cannot be overstated in driving an organization's success and expansion. However, it goes beyond mere fiscal management. True financial leadership involves strategic foresight and the growth of a passionate team ethos. Who else better to talk to us about building competitive teams and executing formidable financial strategies than Adam Ante.Adam has over eighteen years of expertise in the SaaS HCM and payments sectors, having served in high-growth public and private equity entities. He is the CFO of Paycor, a cutting-edge human capital management platform that revolutionizes aspects of people management — from recruitment and onboarding to payroll, career advancement, and retention.In this episode, we discuss:The state of today's economic environmentManaging financial risksHow to build better finance teamsUnderstanding business operationsEvolving strategies to keep businesses competitiveLearn more about Adam:Adam Ante on LinkedInPaycor’s 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

Aug 22, 2023 • 25min
The Future of Finance: Data, Analytics, and Automation with Anna King
Data analytics is essential to financial success. The ability to collect, analyze, and interpret data can provide valuable insights that drive informed decision-making and improve overall financial performance. As a CFO with years of experience in the finance industry, Anna King can vouch for the transformative power of data and analytics.Anna brings more than a decade of expertise in data and analytics to drive financial precision and spearhead strategic projects. At Mesh Payments, she leverages this depth of experience to empower finance teams with real-time insights into their expenses. Before joining Mesh, Anna held CFO positions at EverC, Joyance Partners, Social Starts, and Transactis.In this episode, we discuss:The power of finance automationDriving financial control with data and analyticsHow to become a data-driven organizationThe potential of business intelligenceCrafting a streamlined real-time data strategyLearn more about Anna:Anna King on LinkedInMesh Payments’ 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

Aug 15, 2023 • 27min
Balancing the Books and People with Derrek Gafford
The realm of financial management extends far beyond numerical analysis. It has exceeded its traditional role of closing books. A successful CFO must now juggle operational efficiency, business strategy, and the satisfaction of customers and employees. Achieving this balance is key to overall success. To help us with that, we turn to the expertise of Derrek Gafford.Derrek has served as the Executive Vice President and Chief Financial Officer of Trueblue since 2006, where he is responsible for the company's strategy, corporate finance, FP&A, accounting, order-to-cash, risk management, and internal audit functions. Before joining Trueblue, Derrek was the CFO of Metropolitan Market and held various management positions with Deloitte & Touche LLP and Albertsons.In this episode, we discuss:Employment trends and financial measurementAligning finance and HR metricsCustomer satisfaction as a critical financial metricDriving growth through acquisitions and digital transformationLearn more about Derrek:Derrek Gafford on LinkedInTrueblue’s 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