1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk

1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk

Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform a flat-growth, cash-bleeding medical device company and “ultimately take it public,” he tells us.

That conversation marked a shift from theory to ownership. After five years at McKinsey—based out of Tel Aviv, but spending “most of my time abroad,” he tells us—Hefer realized he was “a doer,” he tells us. He loved delivering “an amazing model” and “a very sophisticated framework,” he tells us, but not walking away before execution.

At Lumenis, execution became the point. A supply-chain initiative aimed to cut costs by 30%, he tells us; the team “managed to shave, save more than 40% cost,” he tells us. As the company prepared for a NASDAQ IPO in 2014, he tells us, his CFO pulled him closer—and Hefer had what he calls an “aha moment” where he “fell in love with finance,” he tells us, seeing how finance shapes decisions across fundraising, M&A, and expansion, he tells us.

Years later, after a second IPO chapter at Hippo Insurance in 2021, he tells us, Hefer chose the CFO path at Perk. There, late 2022 fundraising forced a fork: accept “highly dilutive” capital or pivot toward profitability to become “default alive,” he tells us. For Hefer, that’s the job: frame options early, build trust “brick by brick,” he tells us, and let the best decision make itself.

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

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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 Juni 47min

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

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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 Juni 41min

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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 Juni 49min

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

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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 Juni 51min

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

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10 Juni 38min

1190: Fixing What Growth Tries to Hide | Jaylene Kunze, LegitScript

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When Jaylene Kunze was asked to help rebuild a struggling subsidiary in the United Kingdom, she packed up her family and moved overseas with her nine-month-old daughter. The assignment was one more ex...

7 Juni 49min

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