Standardize, Streamline & Scale - A Planning Aces Episode

Standardize, Streamline & Scale - A Planning Aces Episode

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within complex mergers. His experience at Coca-Cola highlighted the necessity of predictable revenue streams and balanced incentives for long-term investment. Karen Williams brought a fresh perspective on utilizing data. She stressed the need for a proactive approach in gathering and analyzing diverse data sources, alongside encouraging self-sufficiency within teams using different technology tools. Her focus on customer feedback underscores the value of real-time insights in shaping business strategies. Tony Querciagrossa reflected on his entrepreneurial journey, underlining the benefits of working in smaller companies where exposure to various business aspects is inevitable. His pivotal moment at Medline illustrated the significance of aligning financial support with organizational needs, fostering a collaborative environment to solve broader business problems. Hosts, Sweeney and Knowles, highlight the shared themes of data curiosity, the evolving role of finance in operational decisions, and the importance of cross-functional competencies.

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Avsnitt(1197)

Inside the CFO Mindset Before the Deal

Inside the CFO Mindset Before the Deal

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

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1 Juli 59min

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

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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 Juni 52min

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

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 Juni 41min

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

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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

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 Juni 51min

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