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CFO Advisory Services
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CFO THOUGHT LEADER
1096: Why Usage Beats Revenue in Video SaaS | Gillian Munson, CFO, Vimeo
When Gillian Munson pictures a Vimeo customer, she doesn’t start with a filmmaker, she imagines an insurance company executive or a corner grocery store owner uploading a training clip into Vimeo’s ever thirsty player, and hitting publish without ever surrendering control—or ad space—to a third‑party network. That simple embed workflow, she tells us, explains why “eight of the ten largest healthcare companies” and a widening roster of retailers, insurers and media giants now trust Vimeo to keep their footage private.Munson’s goal, stated plainly, is to build “the most trusted private video platform in th...
2025-05-12
49 min
CFO THOUGHT LEADER
1095: Turning Volatility into Cross‑Border Opportunity | Bea Ordonez, CFO, Payoneer
Bea Ordonez still recalls the whirlwind of her first CFO post: a raw fintech start‑up where, in two short years, she recruited “over a hundred people,” built the processes they would follow and decided what kind of culture would bind them, she tells us. Immersing herself in every workflow taught her that finance leadership begins on the frontline—listening, questioning, then turning messy reality into structure. Read MoreThat builder’s reflex shapes her playbook at Payoneer today. After a decade as a global COO and a stint as Chief Innovation Officer, Ordonez now sits in the public‑c...
2025-05-07
47 min
CFO THOUGHT LEADER
1094: Mapping Revenue Levers for Next‑Gen Data Businesses | Dilip Upmanyu, CFO, Cloudera
Back in the 1990s, Dilip Upmanyu sat in a room filled with servers as he pieced together a homegrown database of costs and SKUs. His employer at the time couldn’t tell which products paid the bills; by dawn, the young financial analyst could. That improvised profitability model, he tells us, still informs his investment mindset today. Upmanyu never mistook rows of numbers for the whole story. Later joining IBM, he moved from product analytics to revenue accounting in a single year, then volunteered to face Wall Street. Preparing earnings decks, he practiced fielding questions until he coul...
2025-05-05
41 min
CFO THOUGHT LEADER
1093: Anime Economics: Serving Fans, Driving Returns | Travis Page, CFO, Crunchyroll
A little more than a decade ago, Travis Page was hauling gear off a tour bus, criss-crossing the country with indie bands. One late night, sweat-soaked and exhausted, he noticed fans waiting in the rain simply to glimpse their favourite artist. Passion like that ought to power a business, he thought. That backstage epiphany still guides him as CFO of Crunchyroll, the world’s largest anime platform.After the music industry’s 2007 crash, Page hit reset—trading road cases for a Wharton MBA and, soon after, a seat at Barclays Capital. Covering entertainment firms during the Lehman-to-Barclays transi...
2025-04-30
35 min
CFO THOUGHT LEADER
1091: Making Finance the Force Multiplier | Chris Greiner, CFO, Zeta Global
It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled but intrigued, Greiner went along—only to discover the traffic patterns had shifted. “They repainted the lines,” the driver told him with a grin. The same bridge, same road—just used differently.Read MoreGreiner never forgot the lesson. As CFO of Zeta Gl...
2025-04-23
38 min
CFO THOUGHT LEADER
1090: Broadening the Field: Turning Risk into Reach | Jerome Upton, CFO, Genworth
Jerome Upton still remembers the silence that descends just before a game begins. As captain of a college team, he’d scan the huddle, gauge nerves, and ask, “What does winning look like today?” “That’s where I learned the power of shared goals,” Upton tells us. Years later, the Genworth Financial CFO opens staff meetings similarly—then gives teammates room to execute.Read MoreThe first bold play of his career came soon after graduation. At a small insurer, Upton stunned mentors by jumping to KPMG. “I needed wider fields,” he explains. Eight years of audits sharpened his techn...
2025-04-21
46 min
The CFO Edge
The CFO Playbook: Recession-Proof Your Startup Now
Recession talk isn’t just media noise—it’s a wake-up call for founders to get their financial house in order. In this episode, I share The CFO Playbook for recession-proofing your startup from the inside out.🔥 We’ll dive into the principles of sustainable growth, managing cash reserves, and shifting your metrics mindset during downturns.💡 This isn’t fear-based advice—it’s proactive strategy from someone who’s guided companies through uncertainty with intention and success.🛠 Want the tools to future-proof your business? Connect with me for 1:1 Fractional CFO support.Thanks for listening...
2025-04-16
06 min
The CFO Edge
Think Like a CFO: The Key Mindset Shift to Scale Your Startup
What really separates a visionary CEO from a strategic CFO? And more importantly — how can founders tap into both mindsets to scale smarter?In this episode of The CFO Edge, Carol breaks down the key differences between the CEO and CFO lens — and why switching gears between the two is crucial as your business grows. You’ll hear how to balance bold bets with disciplined decision-making, and why thinking like a CFO doesn’t mean playing it safe — it means playing to win with your numbers in check.You’ll learn...
2025-04-15
04 min
The CFO Edge
Welcome to The CFO Edge – Your Finance Game-Changer!
Welcome to The CFO Edge! 🎙️ If you're a startup founder, small business owner, or finance professional, this podcast is your go-to source for practical CFO insights to scale your business.In this quick intro, I’ll share:✅ What The CFO Edge is all about ✅ Who this podcast is for ✅ What you can expect from upcoming episodes💡 Ready to sharpen your financial edge? Hit Subscribe and join the journey!🎯 Follow me on LinkedIn for more insights: https://www.linkedin.com/in/zcb/ 📩 Have a topic you wan...
2025-03-26
02 min
ROOSARTIG - Der Unternehmerpodcast von deinem personal CFO
From Zero to CFO – Wer ist Jörg Roos?!
CFO wird man nur mit einem perfekten Lebenslauf und einem klaren Karriereplan? Falsch! Mein Weg war alles andere als geradlinig – und genau das hat mich dahin gebracht, wo ich heute bin. In dieser Folge erfährst du: ✅ Warum ich ursprünglich GAR NICHT studieren wollte. ✅ Wie ich es trotzdem in die Finanzwelt geschafft habe. ✅ Die unerwarteten Wendungen, die meine Karriere geprägt haben. ✅ Welche Entscheidungen mich vom Angestellten zum Personal CFO gemacht haben. 👇 Buche dein kostenloses Zahlengespräch und bring Klarheit in deine Finanzen: https://joerg-roos.com/zahlengespraech Mein Buch: "Finanzen Einfach Machen" – Dein Praxisleitfade...
2025-03-05
14 min
Your Money, Your Rules | Financial Freedom, Scarcity Mindset, Budgeting, Financial Planning, Online Business
83 | 3 Essential Money Tips for Female Entrepreneurs with Lisa Marie Robinson, Fractional CFO
Got a question? Send me a text.Are you making these common financial mistakes in your business without even realizing it? Join me as I interview Lisa Marie, fractional CFO and host of The Cash and Sass Podcast. This episode explores the importance of understanding your numbers as a female entrepreneur. Key topics covered include:How to develop a healthy relationship with money through gratitude and mindset workThe importance of knowing your numbers and creating financial safety in your businessWhat a Fractional CFO does and how they can help scale your bus...
2025-02-06
50 min