Shows
Inside the CFO OfficeInside The CFO Office | Ep17 | Finance Leadership at High-Growth SaaS Firms | Josh RappoportThis episode features Josh Rappoport, VP of Finance at Acumatica – a finance leader with a career that spans private equity, venture capital, SaaS, fintech, and strategic advisory.Josh brings a rare blend of investor mindset and operator experience – having worked with firms like Summit Partners, Microsoft, BillGO, and now leading FP&A at Acumatica, one of the top cloud ERP providers in the world.In this episode, Finance Leadership at High-Growth SaaS Firms, we explore:🔹 The 3 priorities for any finance leader in SaaS: GTM efficiency, resourcing, and the new cost dynamics of delivery🔹...2025-07-0139 min
Inside the CFO OfficeInside The CFO Office | Ep16 | Finance Ops Leadership in the Digital World | Jason WootenThis episode features Jason Wooten, Head of Finance Operations at ClickUp - a finance leader who has truly lived the evolution of Finance Ops.With a career that spans business development, procurement, collections, deal desk, and enterprise transformations, Jason brings a unique cross-functional view to finance that’s rooted in operational grit and strategic thinking.In this episode, "Finance Ops Leadership in a Digital World", we unpack:🔹 Jason’s unconventional journey from cold-calling sales rep to leading Finance Ops at one of the most innovative SaaS companies🔹...2025-06-2342 min
Inside the CFO OfficeInside The CFO Office | Ep15 | Controllers as Finance Leaders | Alex MacGillivrayThis episode features Alex MacGillivray, VP Finance at Clio - one of the leading cloud-based legal tech firms globally. With a career spanning Deloitte, Easy Markit, and Clio, Alex’s journey is a masterclass in evolving from compliance to strategic leadership.Since joining Clio in 2018, Alex has helped scale the finance org from 5 to 60+ people, led multiple acquisitions, and played a pivotal role in Clio’s record-breaking $900M Series F funding - the largest private tech financing in Canadian history.In this episode, titled “Controllers as Finance Leaders,” we explore how modern Controllers are becoming architects of strategy...2025-06-1329 min
Inside the CFO OfficeInside The CFO Office | Ep14 | CFOs as Co-Pilots to CEOs | Jeff PollackThis episode features Jeff Pollack - a finance veteran whose career spans investment banking, capital markets, and blockchain innovation. Former CFO of IOHK and now Strategic Advisor to the Hoskinson Family Office, Jeff brings a rare blend of traditional financial discipline and future-facing tech insight.In this episode titled “CFOs as Co-Pilots to CEOs,” we explore the evolving expectations from CFOs - from being the financial conscience to strategic business partners at the leadership table.Key Highlights:1️⃣ From Analyst to Advisor – Jeff’s journey from Wall Street to blockchai...2025-05-2139 min
Inside the CFO OfficeInside The CFO Office | Ep 13 | The Fine Balance of a CFO between Finance & Operations | Alexander J. FreemanThis episode features Alexander J. Freeman, CFO at Wursta, and a global finance leader with 20+ years of experience across American Express, Visa, Dell Technologies, HID Global, and Diebold Nixdorf.Alex has led finance transformations across markets - from New York and Moscow to Dubai and Austin. In this episode titled "The Fine Balance of a CFO Between Finance & Operations," we unpack the real-world realities of scaling finance in high-growth companies.Here’s what we explore:1️⃣ From Risk to Strategy - How Alex’s path from con...2025-05-1343 min
Inside the CFO OfficeInside The CFO Office | Ep 12 | Getting Finance Transformation Right: A CFO’s View | Scott MeyersEpisode 12 features Scott Meyers, CFO & Corporate Secretary at Plurilock, a publicly listed cybersecurity firm. He is a seasoned finance leader with over 20 years of experience across cybersecurity, gaming, energy, and tech—and has a proven track record of leading transformations that deliver results, like achieving $2M in cost savings within 90 days. In this episode, ‘Getting Financial Transformation Right: A CFO’s Perspective,’ we dive into:1️⃣ CFO Transformation: What real transformation looks like from the CFO’s seat2️⃣ Modern CFOTech: What today’s CFOs look for in a modern CFOTech stack...2025-04-2535 min
Inside the CFO OfficeInside The CFO Office | Ep 11 | CFO Leadership at Public Firms: Strategy, Scale & AI | Gary LuThe Episode 11 podcast with Gary Lu, CFO, Biomerica focuses on ‘CFO Leadership at Public Firms: Strategy, Scale & AI’. We explore how CFOs aren’t just responsible for numbers—they’re managing investor expectations, navigating compliance, and embracing AI and automation to stay ahead. 🚀 Key takeaways from the episode:1️⃣ CFOs as Strategic Leaders – The modern CFO’s role goes far beyond financial reporting. Gary shares how today’s finance leaders must balance growth, compliance, and operational efficiency, while also driving technology adoption and business strategy.2️⃣ Public vs. Startup Finance...2025-03-2036 min
Inside the CFO OfficeInside The CFO Office | Ep 10 | Evolving role of CFOs in FinTech firms | Subodh KarnadIn Episode 10 – The Evolving Role of CFOs in Fintech Firms, we explored how CFOs navigate financial strategy across different environments—startups vs. enterprises—and what the future of finance tech holds. If you're curious about the evolving CFO role and the next wave of financial innovation, this episode is packed with insights.A few key takeaways:1️⃣ CFOs as Strategic Co-Pilots – The modern CFO isn’t just a numbers person. Subodh shared how CFOs must balance growth ambitions with financial sustainability and risk, acting as key advisors to the CEO and driving long-term business succe...2025-03-1333 min
Inside the CFO OfficeInside The CFO Office | Ep 9 | CFO Leadership at a Global Tech Major | Marc SteifmanIf you’ve ever wondered what it takes to lead finance at a global AI-first tech giant (or how to pivot from investment banking to CFO!), this podcast episode is packed with golden nuggets.A few highlights from the episode:1️⃣ The “CFO evolution”: Marc shared how the role has shifted from being a “numbers guardian” to a strategic co-pilot, especially in hyper-growth tech. Spoiler: It’s less about spreadsheets and more about strategic thinking, cross-functional alignment, and anticipating market shifts before they happen.2️⃣ AI in finance – more th...2025-02-1234 min
Inside the CFO OfficeInside The CFO Office | Ep 8 | The Role of a CFO in growth beyond Series A | Jon GrossJon Gross, CFO at RepeatMD, with over 15 years of experience in finance and operations leadership has an impressive career that spans across industries like healthcare, technology, and venture-backed startups. From driving financial strategy at Mile High Labs to leading operational excellence at Keen and Redesign Health, Jon has consistently demonstrated expertise in scaling businesses, optimizing processes, and delivering impactful results.
In this episode, Jon shares insights that will resonate with every finance professional, including:
🔹 His journey from intern to CFO and the turning points along the way
🔹 Two of the biggest challenges he's faced in his finance career
🔹 The evolving...2025-01-2237 min
Inside the CFO OfficeInside The CFO Office | Ep 7 | The Future of Accounting from a CFO’s POV | Chris McCourtChris McCourt, CFO at Bergmeyer, brings over two decades of finance leadership across industries like technology, advertising, and real estate. He’s known for driving strategic growth, mastering P&L, M&A, and optimizing cash flow. His experience leading firms like Digilant, VaultLogix, and others highlights his expertise in financial transparency, risk management, and team performance.
In this episode, Chris shares his incredible journey from Staff Accountant to CFO, the challenges he’s overcome, and his vision for the future of accounting.
Here’s a sneak peek into what you can witness on this episode:
🔹 Key moments and turning points in...2025-01-1033 min
Inside the CFO OfficeInside The CFO Office | Ep 6 | How can CFOs unify AR, AP, FP&A & Controllership? | Alyssa ShadingerAlyssa brings more than a decade of experience in finance, accounting, and audit across companies of diverse shapes and sizes. She currently serves as the CFO of Sisense, and prior to this, she held finance leadership roles at Akamai Technologies, Linode, Deloitte, and several other firms. She has also led major mergers and acquisitions, playing a pivotal role in some significant deals. Her deep expertise spans business finance, AR, AP, FP&A, and controllership, offering valuable insights for finance professionals navigating today’s dynamic financial landscape.
In this episode, we'll delve into:
🔹 Alyssa's journey as a CFO, leading finance acros...2025-01-1033 min
Inside the CFO OfficeInside The CFO Office | Ep 5 | Need for CFO Leadership at Small & Mid-sized Firms | Darren FarryDarren brings over 25 years of experience across diverse firms. He currently serves as the CEO of The Thoughtful CFO and has been the CFO at ElectricPuppets. He has worked in finance leadership roles at firms like Unitron Global and Descartes Systems Group.
In this podcast episode, we will explore his journey in leading finance functions at multiple firms and culminating in his current role as a Fractional CFO. We will also cover the biggest challenges he has faced, his experience with his customers, his take on the finance technology landscape, and his valuable advice for finance professionals.
Stay tuned...2025-01-0938 min
Inside the CFO OfficeInside The CFO Office | Ep 4 | Bridging the gaps between finance, revenue & operations | Ruchi KasliwalIn our 4th episode - Bridging the gaps between finance, revenue & operations, we're honored to feature Ruchi Kasliwal, who currently serves in the Advisory Board for Doublefin and advises Klarity on Product and GTM Strategy.
Ruchi brings over 20 years of stellar experience with a proven history of expertise in finance, operations & strategy, as well as assembling and empowering teams to navigate rapid growth within the SaaS, Subscription, and Enterprise Software sectors. She has held Finance Leadership positions at multiple Telenav, Confluent, MongoDB, & Singularity University.
In the podcast, Ruchi shares about her exciting professional journey, challenges she has faced, her...2025-01-0942 min
Inside the CFO OfficeInside The CFO Office | Ep 3 | Scaling Finance Functions at High Growth Software Companies | Josh TroyIn our 3nd episode - Building & scaling finance functions at high growth software companies, we're honored to feature Josh Troy, who is currently the CFO at PatchRx. Before this, he was the co-founder at Urbint.
Josh brings over 15 years of distinguished experience in leading business and finance teams across a variety of industries, including real estate, advertising, AI, and health tech. Throughout his career, he has been instrumental in driving multiple growth stories and overseeing significant acquisitions.
In the podcast episode, we will be delving into his journey, challenges he has faced as a finance leaders, his insights into...2025-01-0944 min
Inside the CFO OfficeInside The CFO Office | Ep 2 | Navigating the Finance, Sales & Strategy Conundrum | Dustin WalstedIn our 2nd episode - Navigating the Finance, Sales & Strategy Conundrum, we're honored to feature Dustin Walsted, who has 15+ years of chequered experience across diverse industries like education, bank, railroad, real estate and marketing services. Dustin currently serves as the VP of Finance, Technology, Strategy & HR at Smart City Apartment Locating & Smart City Digital and has help key leadership roles at BNSF, Apple & more.
In the podcast, Dustin shares amazing insights and perspectives from his diverse career of working across functions, and shares a glimpse into the inner workings of the CFO office.
Stay tuned to know more about:
🔹 Dus...2025-01-0842 min
Inside the CFO OfficeInside The CFO Office | Episode 1 | Journey Beyond Balance Sheets | Rachel CamarilloIn our inaugural episode - Journey beyond Balance Sheets, we're honored to feature Rachel Camarillo, a seasoned finance leader with over 25 years of experience in leading and managing finance functions across industries in the US. Bringing with her a wealth of knowledge, expertise and learnings, Rachel serves as the Head of Finance and Accounting at Filson, and has held key leadership roles at firms like Erin Air, Northstar Ice Equipment and others.
In the podcast, Rachel shares amazing insights and perspectives from her illustrious career, and shares a glimpse into the inner workings of the CFO office.
Stay tuned...2025-01-0842 min