CFO THOUGHT LEADER

The Future of Finance is Listening
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Jan 5, 2025 • 47min

1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy

When Emma Seymour arrived at Deputy in early 2022, she became focused on strengthening the company’s financial foundation. In the three years since, Deputy has achieved a historic milestone—reaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.Turning back the clock, Seymour tells us her initial focus was “runway optimization”—a disciplined approach to spending and resource allocation that helped the business thrive in uncertain market conditions.Seymour’s path to the CFO office was paved by a broad advisory background, where she honed her ability to identify “leaky taps” and champion data-driven decisions. At Deputy, she has sought to refine revenue models, implement robust metrics, and guide the firm through a series of pivotal fundraising conversations.The move to pursue strategic investments from major customers rather than relying solely on venture capital is now expected not only to deepen customer relationships but also to unlock new distribution channels for Deputy’s offerings.Looking back, Seymour tells us she has consistently applied a “storytelling through numbers” philosophy.Along the way, she understood that it was incumbent on finance leadership to make sense of raw data within companies—finance leaders must connect figures to overarching strategy in a way that resonates with board members, employees, and investors alike. This dual focus on clarity and collaboration allowed Deputy to pivot quickly when market conditions shifted, without sacrificing the company’s innovation agenda.
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7 snips
Jan 2, 2025 • 38min

From Misaligned Commissions to Unified Goals - A Planning Aces Episode

Three finance leaders tackle the challenge of aligning sales, operations, and finance for unified success. Orion's CFO shares how transparent metrics doubled profit margins. Jellyfish's CFO highlights the role of finance leaders as connectors in fast-scaling startups. Cribl's CFO introduces a framework focusing on precision, predictability, and performance to enhance company culture. Insights on developing organizational trust and strategic compensation models reveal paths to sustainable growth.
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Jan 1, 2025 • 58min

Bonus Replay: Where the Puck Is Headed | Michelle Hook, CFO, Portillo’s

It was late 2020 when Michelle Hook ended 17 years of fruitful career-building at Domino’s to accept a CFO appointment at fast casual restaurant chain Portillo’s.  “The two things that I was looking for were to be passionate about a new brand and to feel a culture fit,” recalls Hook, who adds that she had long imagined someday leaving Domino’s to join a smaller company that she could help to grow.“I just didn’t care about going to a bigger company or ‘X,’ ‘Y,’ or ‘Z,’” continues Hook, who tells us that she ultimately took a leap of faith with regard to there being a culture fit at Portillo’s.“I actually never stepped into our headquarters until my first day on the job and had met in person only with the CEO, since this was during COVID times and the rest of the hiring process had been done on Zoom,” comments Hook.Fast-forward 15 months to when the Omicron variant was still grabbing headlines and inflation had begun to rattle the economy—and Hook could not escape the notion that the traditional Portillo’s restaurant needed to change for the post-COVID world.“I thought to myself, I think that we’re overbuilding our restaurants—we need to think about where the puck is going,” remembers Hook, who notes that Portillo’s dine-in customers in today’s post-COVID environment account for only roughly 35 percent of the chain’s volume.“I had come from Domino’s, which didn’t have these big dining rooms and had built out a heavily digital business,” remarks Hook, who reports that Portillo’s digital business represents only 20 percent of overall sales.This subject soon surfaced at an executive strategy session at which Portillo’s CEO, Michael Osanloo, tasked Hook and Portillo’s head of marketing with leading an initiative dubbed “Restaurant of the Future.”   “I think that Michael knew that I’d take on the project by using a data-driven lens,” comments Hook, who points out that the project has involved “time and motion studies” involving specific restaurants and their conveyance activities within the kitchen.      “Getting the engine right in the car is super important to us,” she says. “This will bring benefits not only on the cost side of things but also for our team members, who will find it easier to complete their work.” –Jack Sweeney
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Dec 29, 2024 • 56min

Bonus Replay: The Lessons We Learn | Dev Ahuja, CFO, Novelis

Among the learnings that Dev Ahuja has gleaned from his three-decade-long, globe-hopping finance career, perhaps none has delivered a more enduring instruction than that which followed his very first hop.By his own account, after Ahuja had reached the summit of Novartis’s finance executive ranks in India, the drug giant invited him to occupy an office at its Basel, Switzerland, headquarters. Here, Ahuja was promised, he would be able to apply his flourishing financial acumen on a more global scale.  “I thought that I knew what it took—I came with a lot of confidence rather than in a mode of humbleness and wanting to learn,” comments Ahuja, who let us know that his first years at headquarters did not always go as planned.Ahuja reports: “The Swiss don’t mince words."Confronted with his shortcomings, Ahuja set out to get things back on track—beginning with a hefty dose of self-scrutiny.  “I had done a miserable job because I really had not made the effort to build relationships and take the time and make the effort to understand the cultural nuances,” remarks Ahuja, whose track change paid off with a Swiss stint in the roles of group controller and head of Basel’s finance operations that stretched to 5 years.Still, Ahuja’s Swiss experiences would prove to grow even more valuable in the years ahead, as he would come to occupy the CFO offices of Novartis Korea (3 years) and Novartis Japan (2 years).“Novartis was very active when it came to developing people across geographies, but my case—where I would end up living in five different countries—was not very normal,” observes Ahuja, whose fifth nation became the U.S. after the drugmaker’s $46 billion acquisition of Alcon opened the door to a number of opportunities for him.Announced in 2010, the Alcon deal was to present post-merger integration challenges that in part led Novartis to relocate Ahuja from Korea to Japan, where the Alcon integration tasks were more pressing.“We accomplished a lot in Japan in a short period of time, and it seems that Alcon U.S.—which was twice the size of Alcon Japan—was in need of some of what we had learned,” recalls Ahuja, who tells us that at the time, a son had recently relocated to the U.S. for studies.With little delay, it seems, Ahuja was headed to Fort Worth, Texas, to serve as CFO North America for the drug giant’s Alcon division—a business that years later would nab business headlines when Novartis opted to spin it off.According to Ahuja, he has been able to apply his Swiss “lessons” at each career move, including his change when he departed from Novartis in 2016 to accept the CFO position at aluminum products giant Novelis.It seems that regardless of whether a move has involved geographies or industries, Ahuja has been able to apply the benefits of his time in Switzerland.Says Ahuja: “When you fail, you must make up your mind to take every lesson from that failure and act on it.” –Jack Sweeney
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Dec 25, 2024 • 29min

Bonus Episode: Three Leaders

In this enlightening discussion, Scott Healy, CFO of Fortera, shares how his father's support and his deaf brother's tenacity shaped his leadership style. Svai Sanford, CFO of Ronnie Therapeutics, recounts his inspiring journey from war-torn Laos to financial success in the U.S., driven by the love of caring foster parents. The conversation highlights the profound influence of personal backgrounds on leadership, emphasizing themes of resilience, determination, and the importance of meaningful connections that inspire growth and gratitude.
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7 snips
Dec 22, 2024 • 50min

1059: Future-Proofing Finance: Essential CFO Priorities for 2025 | Eliran Glazer, CFO, Monday.com

Eliran Glazer, CFO of Monday.com and a leader in work management solutions, shares crucial strategies for CFOs to thrive in 2025. He emphasizes the importance of long-term efficiency over short-term gains, advocating for scenario planning to navigate economic uncertainties. Technology emerges as a vital tool for CFOs, enabling unified data systems to eliminate inefficiencies. Glazer also highlights the necessity for real-time, data-driven insights to make informed decisions amid volatility, positioning CFOs as central figures in fostering innovation and resilience.
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Dec 18, 2024 • 56min

1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek

Brian Registe’s path to the future began in Dominica before relocating to Alaska with his industrious father. He launched his finance career in Alaska’s telecom sector, where a mentorship with a female CFO was pivotal. Serving eight years in the US Army, Brian specialized in finance, accounting, and procurement, including a tour in South Korea. Transitioning to the nonprofit sector with Heartland Alliance for a decade, he honed his leadership skills. He then led finance at Midhouse Engineering, a minority-owned firm in Chicago, before joining Questek. Brian’s diverse experiences across military, nonprofit, and engineering sectors uniquely shaped his path to the CFO role.
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Dec 15, 2024 • 55min

1057: Building Strategic Value: Inside the Finance Engine Room | Georgy Egorov, CFO, ZeroAvia

Georgy Egorov, CFO of ZeroAvia and a former investment banker at Goldman Sachs and UBS, shares insights from his diverse finance journey. He discusses strategic pivots in biotech startups and the transition from banking to climate tech, emphasizing the vital role of mentorship. Georgy highlights ZeroAvia's groundbreaking hydrogen electric engines and the finance team's evolution into a strategic partner. He also reflects on historical influences and impactful literature that shape his leadership style, blending innovation with personal growth.
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Dec 13, 2024 • 47min

Controllers Classified: Host Erik Zhou welcomes Jake Jones, Contoller at FinQuery

Jake Jones, Controller at FinQuery, shares his fascinating journey from a decade in auditing to navigating the client side of finance. He delves into the critical role of automation in streamlining accounting processes and building a resilient team. Jake emphasizes the importance of networking within the accounting community and discusses the challenges of aligning financial reporting with audit standards. With a blend of humor and practical insights, he highlights how collaboration and technology can elevate efficiency in financial operations.
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Dec 11, 2024 • 44min

1056: The Three Ps: A Data-Driven Approach to Sustainable Growth | Zach Johnson, CFO, Cribl

Ask any business manager about the “three Ps in business” and they will likely say People, Process, and Product. However, ask any finance team member at Cribl that question, and you’ll likely hear a different answer: Precision, Predictability, and Performance. These are the three Ps that guide CFO Zach Johnson’s data-driven approach to financial leadership.Johnson’s career journey provides the context for this unique framework. At Splunk, he witnessed firsthand how a company could grow from roughly $40 million in revenue and 130 employees to more than $1.5 billion and nearly 2,000 employees, he tells us. During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. That experience taught Johnson how to deconstruct challenges into measurable components that teams could understand and act upon.Now, at Cribl, Johnson applies his three Ps to ensure a sustainable, value-driven path forward. “Precision” involves rigorous financial processes—clean audits, timely closes, and granular understanding of key metrics. “Predictability” means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making. “Performance” emerges naturally once the first two Ps are in place—improved unit economics, stable revenue growth, and a roadmap toward greater shareholder value, he tells us.But numbers alone don’t drive results. Johnson emphasizes building strong teams and fostering a learning culture. By ensuring every team member aligns with the broader vision, he creates an environment where the three Ps define not only what finance does, but helps others understand why it matters.

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