CFO THOUGHT LEADER10 Heinä 2024

1,015: Aligning Investor Narratives with Operational Strategy | Mark Khavkin, CFO, MinIO

Mark Khavkin tells us that from the very beginning of his career journey—a 2008 role as an investment professional with a European private equity firm—he was able to gain experience in board strategy, investor relations, and entrepreneurial exploration. This foundation allowed him to read boardroom dynamics from very early on and prepared him to anticipate a variety of operational perspectives that would set the stage for his path forward.

Transitioning to Silicon Valley, Khavkin joined eBay’s corporate development team, where he learned to align acquisition opportunities with the strategic goals of business units and technology leaders—experience that deepened his understanding of operational management and strategic planning.

A pivotal moment came when a former eBay divisional CFO who had served as a mentor invited Khavkin to join oDesk (later Upwork) as FP&A lead. This role allowed him to influence company culture and drive change from within the finance function. At Upwork, Khavkin tells us he sharpened his ability to integrate investor narratives with internal strategies, from marketing to product development. His ability to present a cohesive story from market opportunities to long-term strategy proved instrumental during the early milestones of Upwork’s IPO journey.

Throughout his career, Khavkin has come to pursue experiences that would require a unique blend of investment acumen, strategic insight, and leadership impact. His journey highlights the importance of understanding both investor perspectives and operational realities, while crafting a narrative that demonstrates insight into both.

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2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

At Zapier, the rise of AI is changing more than the automation products customers build. It is reshaping how the company organizes, invests, prices its offerings, and thinks about its next stage of gr...

20 Syys 49min

When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting

AI is rapidly changing not only what finance technology can do, but how CFOs should think about the technology stack itself.In this bonus episode of CFO Thought Leader, David Den Boer, CEO of Column F...

18 Syys 28min

1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade

At Aledade, CFO Jessica Somers is helping finance navigate a business where investment decisions can take years to fully reveal their value.The technology-driven, physician-led company works with more...

16 Syys 49min

1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri

For Jack Gordon, the CFO role at Harri increasingly extends beyond finance—and into the mechanics of how an AI-powered business scales.Harri, a workforce operating system focused on hospitality, has e...

13 Syys 56min

1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge

When Martin Uhrik compared the margins of two visual-effects brands at Technicolor, one appeared far more profitable than the other. Uhrik tells us the reported difference prompted him to investigate....

9 Syys 54min

1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti

Shortly after Dan Barzily became CFO of Tipalti, a go-to-market transformation altered the company’s working-capital profile. One quarter later, Barzily tells us, the company missed its forecast acros...

6 Syys 36min

1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

Jonathan Ma recalls being at his parents’ home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter Health. After nearly 15 years, the mentor belie...

2 Syys 39min

1210: The Best Trade May Be the One You Don’t Make | Shiv Verma, CFO, Robinhood

Six weeks before Lehman Brothers went under, Shiv Verma tells us, he joined a hedge fund as the world felt like it was falling apart. After building structured-credit and CLO models at J.P. Morgan fro...

30 Elo 53min