The CFO Playbook

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Recent Episodes

Be a Nimble CFO with Paul Cunningham, Partner and CFO at Helios Investment Partners

This episode of the CFO Playbook features an interview with Paul Cunningham, Partner and CFO at Helios Investment Partners, an Africa-focused private firm managing funds totalling $3.6 billion. With 34 years in the industry, Paul has an overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities.

October 13, 2022
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69 Start With a Commercial Story, Then Solve for Accounting with Chris Stefani, CFO at DWF

This episode of the CFO Playbook features an interview with Chris Stefani, CFO at DWF, a leading global provider of integrated legal and business services. He oversees all of DWF's financial operations in the UK and internationally, with a focus on enhancing revenue, improving profitability and driving working capital management to support the firm's growth. In this episode, Chris talks about pioneering clean data, how a CFO can prioritize the finance team for success with the right investments, and how that team utilizes new tech to expand their horizon in a novel market. Chris also discusses how to achieve balance during stress and lead courageously through challenging times.

September 29, 2022
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68 Building a Bank From Scratch with Alwyn Jones, Group CFO at Luno

This episode of the CFO Playbook features an interview with Alwyn Jones, Group CFO at Luno, a leading global cryptocurrency company with over 9 million customers in 43 countries that provides services for making it safe and easy to buy, store, and learn about cryptocurrencies. With more than 20 years of experience, Alwyn is a hands-on leader with a track record of delivery in financial and digital services. In this episode, Alwyn talks about the novel and evolving space of cryptocurrency and blockchain, explains what it is like to build a bank from scratch, and shares advice on retaining and hiring in a nascent industry.

September 15, 2022
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67 Searching for Fire in the Belly with Manish Sarin, CFO at Sprinklr

This episode of the CFO Playbook features an interview with Manish Sarin, CFO at Sprinklr, a leading enterprise company for all customer-facing functions. He is an experienced public company executive leading finance teams, investor relations, and corporate development. In this episode, Manish talks about how a CFO can impact businesses, why technology is important to the finance function, how to build and retain teams, and the best ways to navigate the current fintech market.

September 1, 2022
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66 Headhunting During the Great Resignation with Mark Freebairn, Head of Board Practice and CFO Practice at Odgers Berndtson

This episode of the CFO Playbook features an interview with Mark Freebairn, Partner, Head of the Board Practice, and the Financial Management Practice at Odgers Berndtson, a global executive search, interim management, talent assessment, and leadership development firm based in London. Mark talks about his current role as a CFO headhunter, his unique approach to solidifying his place as a knowledgeable expert in the finance area, and the importance of building relationships.

August 18, 2022
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65 Building Trust and Credibility with Chitra Balasubramanian, CFO at CircleCI

This episode of the CFO Playbook features an interview with Chitra Balasubramanian, CFO at CircleCI, a continuous integration and continuous delivery platform that can be used to implement DevOps practices in the cloud or on private infrustructures. With more than 20 years of experience accelerating business growth through data analysis, Chitra is best known for scaling technology startups.

July 28, 2022
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64 There’s Not One Way to be a CFO with Christopher Yoshida, President & Chief Financial Officer at Northern Data AG

This episode of the CFO Playbook features an interview with Christopher Yoshida, President & Chief Financial Officer at Northern Data AG, a company that combines intelligent and sustainable data centers, cutting-edge hardware, and self-developed software for various HPC applications such as bitcoin mining, blockchain, Artificial Intelligence, big data analytics, IoT, and graphics rendering. Christopher is an entrepreneurial executive that has more than 20 years of experience as a global financial leader. He is deeply invested in understanding financial markets, and has a passion for building dynamically successful teams.

July 7, 2022
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63 Collaboration is Key with Gemma Castle, CFO at Cult Wines

This episode of the CFO Playbook features an interview with Gemma Castle, CFO at Cult Wines, which blends heritage, expertise, and innovative technology to transform the fine wine industry for producers, wine enthusiasts, collectors, and investors alike. With over 20 years of experience, Gemma Castle is well versed in delivering nuanced and sophisticated financial strategies in the fast growth SME sector.

June 23, 2022
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62 Taking Stock of Your Priorities with Leigh Ramsden, CFO at Trulioo

This episode of the CFO Playbook features an interview with Leigh Ramsden, CFO at Trulioo, a leading global identity and business verification provider specializing in anti-money laundering and ‘know your customer’ compliance. With over 15 years in senior level finance, Leigh is accomplished in the leadership of finance teams while implementing strategies and managing effective business processes to achieve corporate goals and maximize growth in high-volume environments.

June 9, 2022
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61 Challenge the Status Quo with Kirstine Archer, CFO at Bam Boom Cloud

This episode of the CFO Playbook features an interview with Kirstine Archer, CFO at Bam Boom Cloud, a company that simplifies technology and makes it cost effective, so small and medium businesses can take advantage of the latest Microsoft Cloud solutions to help their business quickly grow strong. Although having been in finance for over 20 years, Kirstine says she fell into accountancy rather than making it a deliberate career move. Even though she may have taken a non-traditional path to CFO, Kirstine has a clear passion and expertise for helping small to midsize businesses by increasing their efficiency through advising and technology.

June 2, 2022
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60 Mingling Finance with Product with Mariana Lazaro, CFO Latin America at SumUp

This episode of the CFO Playbook features an interview with Mariana Lazaro, CFO Latin America at SumUp. Mariana has extensive experience in driving continuous financial and operational improvement, designing and implementing accounting processes and systems, developing and implementing strategic plans, and evaluating and executing mergers and acquisitions. From early in life, Mariana knew that she wanted to work in finance because it was important to her as a woman from an immigrant family to show she knew how to be an independent thinker that was able to own and manage finances. She thinks it is important for any CFO to be creative and nimble, building a finance tribe that invests in technology to be successful.

May 26, 2022
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59 Get Everything You Can Out of Technology with Ben Chrnelich, CFO at Symphony.com

This episode of the CFO Playbook features an interview with Ben Chrnelich, CFO at Symphony.com. Ben has a passion for Capital Markets Technology. He has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Always aspiring to become a CFO, Ben sees technology as a tool that can empower financial leaders to have an impact at organizations that previously was not possible because the volume of work was too much and too manual.

May 19, 2022
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58 Becoming an Accidental CFO with Navpreet Randhawa, CFO at Minna

With 7 years of leadership experience, Navpreet Randhawa has a passion for Enterprise SaaS businesses with focus on the financial technology sector. He found himself on the path to being a self-described “accidental CFO” by having a drive to help build companies and be successful. Navpreet has leaned into prioritizing what is best for his business through the help of using technical tools and outsourcing many traditional aspects of a company’s finance department. As CFO at Minna, he strives to be as efficient and effective as possible by being a strategic finance leader that is open to any options that may help the bottom line.

May 5, 2022
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57 Tapping into Technology with Bijan Moallemi, Co-Founder and CEO of Mosaic

Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Born out of their own experiences in finance, Bijan and his co-founders have built the Mosaic platform as a tool that combines big data and machine learning to provide powerful predictive reporting capabilities.

April 28, 2022
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56 How to be Successful, Happy, and Satisfied in your Role with Anthony Rawlinson, CFO at Papier

Anthony Rawlinson has more than 12 years of experience working in finance. He joined Papier as CFO four years ago, after serving as a consultant for the brand beforehand. Previously, Anthony worked in investment banking with Greenhill & Co. and PwC, providing generalist corporate finance advice. Since he started as the finance leader at Papier, the team has grown to 20 people. Not only does Anthony lead the finance operations at Papier, but he also oversees data at the company, emphasizing the importance of having synergy between the two functions to help better the organization.

April 21, 2022
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55 Promote Partnerships with Huw Slater, COO at TravelPerk

Huw Slater is hugely passionate about technology that facilitates innovation and enhances both people’s work and personal lives. Currently, he is COO at TravelPerk, a next-generation travel booking and management platform that is pioneering the future of corporate travel. Previously, Huw served as CFO at TravelPerk and Typeform, with a long career in finance, business, and technology. Huw has helped lead his company through the pandemic and into the new world of corporate collaboration and business travel. Through the use of strategic partnerships, TravelPerk is ensuring the future of travel is successfully supported by top-level technology.

April 7, 2022
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54 Driving for Diversity with Tiziana Figliolia, CFO at Hootsuite

Tiziana Figliolia has more than 25 years experience in the technology industry leading a wide range of strategic, financial, and operational functions at billion-dollar global publicly traded companies. Currently, she is CFO at Hootsuite, the global leader in social media management. Having a passion for advancing diversity and inclusion initiatives in the workplace and in the community, she is also the co-founder of Full STEAM Forward, a non-profit whose mission is to tackle inequalities in education. Tiziana focuses on a growth mindset in her work to be successful as a CFO. To do this, she feels you need to be customer obsessed, provide the best employee experience, and always build for the long term financial sustainability of the company.

March 31, 2022
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53 The Road to Success is Always Under Construction with Chris Roling, CFO at Coinme

Chris Roling has 35 years of commercial and private equity experience, having served in board, CEO, COO, and CFO positions with a number of global public and private companies. Currently he is CFO at Coinme, a crypto financial services and blockchain technology company that is dedicated to helping the world gain access to virtual currency. A self proclaimed, ‘global nomad,’ Chris has worked across the world for many different companies and verticals. His vast experience in nearly every functional area of finance and mindset of taking the path less traveled has allowed Chris to successfully guide and help Coinme prosper as it scales quickly in an expanding industry.

March 24, 2022
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52 Forecasting Finance Functions with Paul Sheriff, CFO at NewDay

Paul Sheriff, CFO at NewDay has over 25 years of experience in financial services organizations spanning banking, asset management and insurance. Paul is currently working as Chief Financial Officer for NewDay, a private equity backed consumer finance business providing branded and co-branded credit cards, including Amazon’s credit card in the UK. His specialities include, finance, operations, financial services, and change management. Paul’s vast experience with large corporations and smaller companies across the world have helped provide insight and expertise to have success in his role today.

March 17, 2022
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51 Taking Risks Brings Big Rewards with Charly Kevers, CFO at Carta

Charly Kevers, CFO at Carta, has more than 20 years of experience holding various roles in finance and strategy, including investor relations and corporate development in multiple countries across North America, Europe, and Asia. While he didn’t take a straight path to his current role, his breadth of experience in consulting and across the financial world has given him great exposure to different businesses and executives to prepare him to be a leader at Carta.

March 10, 2022
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50 Be Humble and Hungry with Nitesh Sharan, CFO at SoundHound

Nitesh Sharan, CFO at SoundHound, is a strategic finance executive with experience fueling growth and profitability in firms across the consumer, technology, and industrial sectors. His diverse background working in many different verticals across multiple industries allows Nitesh to be a great fit for the evolving and expanding role of the CFO in today’s business world.

March 3, 2022
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49 Create Options in Everything You Do, with Dynshaw Italia, CFO at Soldo

Dynshaw Italia, CFO at Soldo, is bringing 20 years of experience working and developing fast growing consumer brands to help Soldo in its efforts to light a brighter way for businesses to pay for advertising, software, travel expenses, online procurement, and more.

February 24, 2022
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48 How Great CFOs Hire & Retain Talent

It’s a candidate’s market: top talent is on the lookout for opportunities that will be a launchpad for their careers. Over the last few months on The CFO Playbook, we’ve spoken with CFOs to gather their best advice on hiring and retention, and we’ve compiled them for you.

February 17, 2022
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47 Leading a Transformation with Nick Rose, CFO at Enable

Nick Rose, CFO at Enable, is carrying forward his experiences with transformation to help steward big changes at the cloud-based rebate management platform as Enable triples its headcount and puts growth on hyper drive.

February 10, 2022
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46 Laying the Groundwork for Growth with Ross Tennenbaum, CFO at Avalara

Ross Tennenbaum, CFO at Avalara, is applying what he learned from years in banking to understand the business and its strategic opportunities, invest in technology, and build an engaged finance team that doesn’t need to look outside the company for career fulfillment.

February 3, 2022
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45 Mentoring Future CFOs with Craig Foster, CFO at Picsart

Craig Foster, CFO at Picsart, is a big believer in the kind of hands-on leadership that enables his finance team to take initiative and pursue growth opportunities. With over 25 years of management experience, Craig is paying all he’s learned forward to build and nurture a dynamic team that’s only made better with technology.

January 27, 2022
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44 The Latest CFO Trends with Steve Gallucci, Global & US CFO Program Leader at Deloitte

Steve Gallucci, Global & US National Managing Partner for the CFO Program at Deloitte, has his fingers on the pulse of pressing issues for CFOs. He shares key insights from the 4Q21 CFO Signals survey, his insights on transition planning for CFOs, and what it takes to be a top finance leader today.

January 20, 2022
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43 Be an Intentional Leader with Jared Poff, EVP CFO at Designer Brands

Jared Poff, EVP & CFO at Designer Brands, shares his experience navigating a retail business during the ups and downs of the pandemic. He draws on lessons learned from adapting during other turbulent moments in his career in corporate finance and voices his confidence in coming out on the other side.

January 13, 2022
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42 Best Career Advice for Aspiring CFOs

As we kick off a new year, we’re sharing wisdom from top CFOs to help all the aspiring CFOs out there plot their course for 2022 and beyond.

January 6, 2022
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41 Investing in Automation with Francis Trudeau, CFO at BrainBox AI

Francis Trudeau, CFO at BrainBox AI, shares his experience going from CFO at a mature company to taking on the first-ever CFO role at a tech scaleup working to fight the climate crisis. While it’s a mountain of work building a finance department from the ground up, Francis is up to the challenge.

December 16, 2021
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40 Think Like an Adviser with David Harutian, VP of Finance @ Qualified

David Harutian, VP of Finance at Qualified, brings his experiences as an adviser in investment banking and corporate development to building a finance team for a hypergrowth tech startup. While his time working on the advisory side was invaluable, David shares the satisfaction of working in-house, embracing an entrepreneurial mindset and building a foundation for success.

December 9, 2021
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39 Leveraging Real-Time Data with Christian Lee, CFO of Transfix

Christian Lee, CFO at Transfix, knows a thing or two about leveraging data to address long-standing industry problems that have been brought to the surface during the pandemic. The key is to prioritize, keep a long eye, and hold fast to developing solutions even after the storm has passed.

December 2, 2021
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38 Top Automation Lessons From Finance Leaders

Great CFOs know that automation isn’t just a necessity for sales and marketing. Leveraging real-time data and technology is key to scaling the finance side of any business. As we head into the holiday season and look forward to ringing in the New Year, we’re sharing some of the best advice on technology we’ve received from recent guests here on The CFO Playbook.

November 25, 2021
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37 Balancing Speed and Discipline when Scaling with Tony Russo, CFO of Imply

With over 20 years of experience scaling B2B SaaS and enterprise software companies, Tony Russo has a knack for evaluating opportunities as a CFO. At Imply, Tony exercises discipline and an operational mindset in partnering with the CEO and the rest of the executive team to grow the company.

November 18, 2021
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36 Leading with Curiosity: Mark Nasiff, CFO & COO of Lookout

Mark Nasiff believes in leading with curiosity and harnessing the power of data to drive insights that move the business forward. At Lookout, the finance team is integrated into different sides of the company to cultivate cross-communication and knowledge-sharing.

November 11, 2021
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35 Scaling Sustainably with Jim Buckle, CFO of Gousto

Jim Buckle knows you don’t have to sacrifice rapid growth when building a business that prioritizes what’s best for people and planet. At Gousto, the finance team helps to drive the business forward while embracing a sustainability mindset.

November 4, 2021
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34 Know Enough to Be Dangerous: How to Be a Well-rounded CFO with Jeannie De Guzman, CFO of 1Password

Jeannie De Guzman sees the role of finance evolving far beyond the traditionally siloed functions of accounting and bookkeeping. At 1Password, finance is a strategic advisor to leadership and a vital business partner to the rest of the organization.

October 28, 2021
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33 Raising Over $480M in 18 Months with Lena Loiberg, VP of Finance at Melio

Lena Loiberg, VP of Finance at Melio, discusses the importance of automation and integrated tech tools for finance teams, how Covid accelerated the digitization of payments across industries, and the unique joys of working inside the finance department at a growing FinTech company.

October 21, 2021
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32 Illumio | With Anup Singh, CFO

Anup Singh sees his job as CFO of cybersecurity company Illumio as more than just crunching the numbers. He takes the time to help develop the business and his team.

October 14, 2021
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31 Nuvemshop | With Tatiana Rezende, CFO

Tatiana Rezende is the CFO of Brazil-based Nuvemshop, the leading e-commerce platform in Latin America. As a member of the LGBTQIA+ community, Tatiana is outspoken on the issue of creating inclusive workplaces.

October 7, 2021
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30 Corelight | With Russ Keefe, VP of Finance and Operations

When Russ Keefe became CFO of cybersecurity firm Corelight, he studied up on the history of the industry. He believes that the best finance executives are the ones with a deep understanding of their business.

September 30, 2021
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29 Elder HQ | With Kevin Fleming, Chief Financial Officer

Kevin Fleming, the CFO at Elder HQ, explains why finance needs to be at the heart of a well-running business with a strong value system.

September 23, 2021
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28 Ada | With Long Dinh, VP of Finance

Long Dinh, VP of Finance at AI chatbot startup Ada, built a world-class finance team from scratch. He says the only way to grow is to preemptively build the systems and processes for where you expect the company to be two or three years from now.

September 9, 2021
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27 Luko | With Margaux Gregoir VP Finance

Margaux Gregoir, the Vice President of Finance at Luko, talks about her unique experience building a startup finance team during the pandemic.

September 2, 2021
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26 Snyk | With Ken MacAskill, CFO

Ken MacAskill, CFO of Snyk, explains how spending time moving beyond the numbers to learn the business has helped him get out of the way of growth and become a more valuable CFO.

August 26, 2021
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25 Lyst | With Joel Stephens, VP of Finance

Joel Stephens, VP2 of Finance at fashion shopping app and website Lyst, shares his experience of leading the financial element of the company’s $85 million pre-IPO funding round, while dealing with the challenges of a global pandemic.

August 19, 2021
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24 Moglix | With Rahul Goel, VP of Finance

Rahul Goel, Vice President of Finance for Moglix, has helped the B2B e-commerce startup attract funding from investors like Tiger Global and Sequoia Capital. The company sells oxygen concentrators and PPE. Providing tools to fight the pandemic was a motivator for Rahul and his team amidst the uncertainty of the COVID-19 pandemic.

August 12, 2021
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23 Legendary Entertainment | With Ronald Hohauser, CFO

Ronald Hohauser, the CFO of Legendary Entertainment, talks about the importance of building a strong team, and how he learned to stop worrying and ride the highs and lows of a temperamental industry.

August 5, 2021
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22 GoCardless | With Catherine Birkett, CFO

Catherine Birkett, the CFO of GoCardless, talks about pushing through career hardships and becoming a confident leader.

July 29, 2021
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21 Genesys | With Sharon Virag, CAO

Sharon Virag, the Chief Accounting Officer at customer service software company Genesys, has built an extensive career in finance by constantly looking for opportunities to learn and grow as a leader.

July 22, 2021
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20 Bevy | With Maddy Devine, VP of Finance

Maddy Devine traded consulting with multinational corporations for building startup finance teams from the ground up. As VP of Finance at virtual conference software company Bevy, she wants to work with people who look beyond the numbers to see business opportunities.

July 15, 2021
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19 Hillspire | With Ken Goldman, President

President of Hillspire and former CFO of Yahoo, Ken Goldman’s unique path has many lessons for current and future CFOs.

July 8, 2021
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18 Connect Ventures | With Mark Pettit, CFO

Mark Pettit joined Connect Ventures as the one-man finance team. As CFO, he’s helped the venture capital firm streamline its data analysis, workflow, and more.

July 1, 2021
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17 DataStax | With Don Dixon, CFO

DataStax CFO Don Dixon says that in his 20+ years in finance, he’s learned that rising to the CFO position requires understanding something much more complicated than numbers: people.

June 24, 2021
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16 Johnson Matthey | With Malcolm Finn, Director of Finance - Global Operations and Control

Malcolm Finn followed his conscience to chemicals company Johnson Matthey, where he’s helping transition its business model to producing clean energy sources.

June 17, 2021
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15 dotdigital | With Paraag Amin, CFO

Paraag Amin’s route to becoming CFO of omnichannel digital marketing company dotdigital isn’t conventional — but it set him up for success.

June 10, 2021
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14 Quantilope | With Andreas Melzer, Associate Director of Finance

Andreas Melzer is the Associate Director of Finance at consumer research company Quantilope where he’s helping the company define KPIs while seeking investment, and scaling finance operations.

June 3, 2021
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13 Awin | With Virpy Richter, CFO

Virpy Richter, CFO of affiliate marketing network Awin, has never been the kind of finance professional who hides in a corner with her spreadsheets.

May 27, 2021
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08 Alpha Medical | With Kelly Battles, Acting CFO

With 30 years of experience, Kelly Battles believes CFOs need to find the balance between being a champion and a firewall. Pulling that off requires streamlined data and human communication.

April 8, 2021
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07 Vena Solutions | With Darrell Cox, CFO

Darrell Cox is the CFO of Vena Solutions, a fast-growing provider of cloud-based financial planning and analysis software. As CFO, Darrell leans into “Agile CFO” methodology to ensure he can lead a team that iterates and serves the business’ changing needs.

April 1, 2021
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06 BMW Group Financial Services | With Talita Ferreira, Former CFO

Talita is the founder and CEO of Authentic Change Solutions, where she helps individuals to become better, more effective leaders. Prior to launching her own venture, she spent more than 11 years with BMW Group Financial Services, where she worked her way up to CFO before the age of 35.

March 25, 2021
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05 Business Partnering Institute | With Anders Liu-Lindberg, co-founder, CMO and COO

In this episode, Anders Liu-Lindberg (former business partner for the Europe and Middle East region for Maesrk) makes the case for promoting business partners to the CFO position and explains why good business partners don’t send reports.

March 18, 2021
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04 Dawn Capital | With Raxita Kapashi, CFO

Raxita Kapashi oversees a $1 billion investment portfolio as CFO of Europe’s largest venture capital firm for B2B software, Dawn Capital. She shares the process of working on an IPO, her daily leadership framework, the challenges faced by portfolio companies and the metrics and KPIs she tracks.

March 11, 2021
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03 Pricefx | With Tom Fencl, CFO

In late 2017, when Tom Fencl joined the Pricefx team as the CFO, the global SaaS startup had about 70 employees. Fast forward and they now have close to 400 employees stationed around the world and have raised more than $131 million in funding. It’s safe to say Tom has played a key role in this growth. In this episode of The CFO Playbook, Tom touches on the challenges he has confronted as the CFO of such a fast-growing company, including learning how to develop a team and navigate the global landscape. He also dives deep into what data he uses to track the company’s financial growth, his unique approach to the reporting process, and how he teaches his team to approach these numbers (hint: It’s with skepticism and a good old-fashioned pen and paper).

March 4, 2021
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02 LogicGate | With Kevin Jacobson, CFO/COO

Kevin Jacobson is leading LogicGate with a dual role as CFO & COO, which allows him to help guide all facets of the company’s rapid annual growth.

February 25, 2021
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01 Capita | With Patrick Butcher, Former CFO

When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seemed profitable, but Patrick, who has been a CFO for 25+ years, took it upon himself to financially transform the company and focus on cash — not revenue and profit.

February 18, 2021
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