1147: From Investor Lens to Operator Seat | Cristina Kim, CFO, Octaura
In her second week as CFO, Cristina Kim sat with Octaura’s leadership team reviewing a three-year strategy and ambitious 2026 targets, she tells us. As the numbers appeared on the screen, her instinct...
3 Dec 202551min
1146: Building a Finance Org That Thinks Before It Counts | Aneal Vallurupalli, CFO, Drata
The morning after Airbase’s sale closed, Aneal Vallurupalli woke up to a very different org chart. Before the deal, roughly a third to almost half of the company reported to him, including onboarding,...
30 Nov 202546min
Encore Episode: From Black Box to Control Tower | Stuart Leung, CFO, Flexport
Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company’s growing margin pressures stemmed not from a single root cause but from...
26 Nov 202556min
Inside the Driver’s Seat: Finance Leadership in the Auto Sector
In this special retrospective episode, we revisit three standout conversations from our archives to explore how automotive CFOs have long shaped strategy inside some of the industry’s most complex bus...
23 Nov 202523min
1145: Creative Capital, Tough Cuts, and the Power of “Why” | Jayme Brooks, CFO, Limbach
The email with the term sheet arrived first, then the bottle of champagne from the CEO, Jayme Brooks tells us. The lender had agreed to a nontraditional structure that allowed Capstone to borrow again...
19 Nov 202538min
1144: Rewiring Finance for AI, Data, and Business Impact | Michael Bourque, CFO & EVP, , Convera
Jack Welch’s binder hit the floor before Michael Bourque had time to react. At just 23, he sat in a Honeywell acquisition review meeting as the “keeper of the numbers,” rifling through a binder he kne...
16 Nov 202554min
Discipline at the Heart of Innovation - A Planning Aces Episode
In this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon (Cint). Each shares h...
15 Nov 202535min
1143: Building a Transformation-Ready Finance Function | Troy Anderson, CFO, Kelly Services
When Troy Anderson accepted the CFO seat at Kelly Services in 2024, he stepped into an organization that, as he tells us, “had done a number of acquisitions … and really invested in the business.” The...
12 Nov 202552min
