
777: A CFO's Unfinished Business | Isaac Ro, CFO, Sema4
After spending 16 years as an equity analyst (the last nine of which at Goldman Sachs), Isaac Ro could not escape the fact that he was busy and bored. The same work that had once challenged his every ...
20 Helmi 202244min

The Move to Better - A Planning Aces Episode
Steve and Jack discuss how the goal of planning teams and organizations should always be moving beyond the accepted practices or tools to something better. Featuring commentary and FP&A insights from ...
18 Helmi 202248min

776: Assessing Risks Beyond the Numbers | Nipun Soni, CFO, BillionToONe
When Nipun Soni tells us that he spent 5 years at Oracle Corp., during which time he helped to perform due diligence on some 40-plus M&A transactions, we can’t resist asking about the “big” deals that...
16 Helmi 202248min

775: Back to the Future | Joan Hilson, CFO, Signet Jewelers Limited
Of all the CFO career routes that our finance leader guests have shared with us, very few have have rendered a path as circuitous as the one blazed by Joan Hilson, CFO of Signet Jewelers Limited, the ...
13 Helmi 202252min

774: When How You Tell It Matters | Heather Dixon, CFO, Everside Health
It was a moment of insight that Heather Dixon remembers having not once but twice during the untold number of hours she has spent in examining how divisional numbers were being “rolled up” to be repor...
9 Helmi 202244min

773: Serving an Organization of Proactive Decision Makers | Darrell Cox, CFO, Vena
For many organizations, capturing real-time data is no longer a goal but now a reality. However, for those firms determined to accumulate these real-time bits and digital details, the old adage about ...
6 Helmi 202241min

772: Inside the M&A Quarry | Andy Watts, CFO, Brown & Brown
Asked to highlight his experience in mergers and acquisitions, Andy Watts doesn’t need to weigh and measure the many deals that he has helped to execute over his three-decade-long finance career. Inst...
2 Helmi 202247min

771: Embracing Change | Brian Kinion, CFO, MX
Twenty-four hours after Brian Kinion’s first earnings call as a CFO of a publicly-traded frim, his aspirations as a finance chief quickly became deflated as Vista Equity Partners made clear its intent...
30 Tammi 202242min



















