1079: Staying Ahead of Growth: How Finance Powers Proactive Scaling | Brandon Sullivan, CFO, 2X

1079: Staying Ahead of Growth: How Finance Powers Proactive Scaling | Brandon Sullivan, CFO, 2X

The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. “There’s gonna be a press release,” he remembers thinking. “Our new PE partners will open up a treasure chest of relationships for us—we need to be ready.”

In anticipation, Sullivan and his team ramped up hiring, ensuring 2X had the supply of talent needed to meet the expected surge in demand. But in the six months spent navigating investment negotiations, pipeline oversight had faltered. Revenue didn’t spike as expected. Instead, churn crept up. “We had holes we hadn’t paid attention to,” Sullivan tells us. “And the benefits we thought would be immediate weren’t—they needed time to take root.”

The result? A painful lesson in timing. They had staffed up, but business momentum had stalled, sending gross margin percentages downward month after month. The wake-up call came swiftly—a tough conversation with the PE board. “It was needed,” he admits. “The realization hit: Monthly reporting was too infrequent for a dynamic business like ours.”

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Episoder(1196)

1197: The CFO Who Learned Finance by Owning Sales | Sinohe Terrero, CFO, Envoy

1197: The CFO Who Learned Finance by Owning Sales | Sinohe Terrero, CFO, Envoy

Sinohe Terrero still remembers the timing. He joined Envoy in January, only to see the workplace transformed just two months later as offices around the world shut down because of COVID. The company h...

5 Jul 45min

Inside the IPO: Three CFOs, Three Perspectives

Inside the IPO: Three CFOs, Three Perspectives

Taking a Company Public: What CFOs KnowWhat does it really take to prepare a company for life as a public company?In this special CFO Thought Leader compilation, we revisit three conversations with fi...

1 Jul 59min

1196: Your Next Finance Hire Should Think Like a Founder | Martino Cadoni, CFO, DeepL

1196: Your Next Finance Hire Should Think Like a Founder | Martino Cadoni, CFO, DeepL

When Martino Cadoni joined DeepL, he arrived with an unusual perspective—he already knew the company’s product firsthand. Earlier in his career at Klarna, he had helped introduce DeepL as a translatio...

28 Jun 52min

1195: When Finance is at the Center of the AI Code Revolution | Jean Compeau, CFO, Sonar

1195: When Finance is at the Center of the AI Code Revolution | Jean Compeau, CFO, Sonar

When Jean Compeau joined Sonar as CFO in March 2025, AI coding was not yet dominating industry conversations. By the summer and fall that followed, however, the landscape had shifted dramatically. Tod...

24 Jun 47min

1194: Why Curiosity Creates Better Finance Leaders | Stacey Jenkins, CFO, Aerotek

1194: Why Curiosity Creates Better Finance Leaders | Stacey Jenkins, CFO, Aerotek

Each day, Stacey Jenkins watches a different set of indicators than the quarterly financial results that eventually appear on a report. Candidate applications, recruiter activity, and other throughput...

21 Jun 41min

1193: Building Finance Functions That Shape Outcomes | Jesse Waldron, CFO, Thyme Care

1193: Building Finance Functions That Shape Outcomes | Jesse Waldron, CFO, Thyme Care

When Jesse Waldron describes Thyme Care’s work, he begins with the patient experience. Cancer patients, he explains, are often thrust into a healthcare system that can feel overwhelming both financial...

17 Jun 49min

1192: Building Through Disruption | Christina Spade, CFO, Catalant

1192: Building Through Disruption | Christina Spade, CFO, Catalant

Five weeks into her role as CFO of Catalant, Christina Spade is helping guide a company that she believes is positioned for a different era of consulting.Catalant was founded out of Harvard Business S...

14 Jun 51min

1191: From Complexity to Clarity: Building Operational Maturity | David Forlizzi, CFO, Salsify

1191: From Complexity to Clarity: Building Operational Maturity | David Forlizzi, CFO, Salsify

When David Forlizzi describes Salsify, he begins with a simple observation: “We all use it every day.” Unlike some of the highly technical software businesses where he previously spent his career, Sal...

10 Jun 38min

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