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Jack Sweeney Speaks To Cfos About Driving Change Middle Market Media public
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Best Jack Sweeney Speaks To Cfos About Driving Change Middle Market Media podcasts we could find (updated January 2020)
Best Jack Sweeney Speaks To Cfos About Driving Change Middle Market Media podcasts we could find
Updated January 2020
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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
 
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Tannenbaum: At Brex, pretty early on, I was kind of familiar with the banking landscape from when I had been in investment banking. The group that I had been in actually served regional banks, so I did a lot of regional bank mergers and acquisitions. Then, at SoFi, I had built a lot of relationships with regional banks. I think that when you start …
 
CFOTL: Having splitout from GE- we would imagine there were certain business processes already in place at Synchrony, while others processes had to be reestablished or developed. Wenzel: The processes that have been developed are probably the core part of our business. We had to build everything from scratch. Even the processes for things like very…
 
It was back in 2002, Stephen Grist says, when he first punched through a surface of rigid assumptions to grasp the innovative levers that would propel him into the ranks of strategic CFOs. At the time, Grist was the CFO of Viatel, a technology company whose management and sales teams were eagerly seeking to reestablish the company’s footing along a…
 
Asked to reflect on those experiences that she feels prepared her for a finance leadership role, a cash flow statement quickly comes to mind for Anna Brunelle, CFO of Kinestral Technologies. Only months into her first industry finance job, Brunelle was tasked with preparing her company’s cash flow statement, and she didn’t like some of what she dis…
 
Ten years or so ago, the expression “never waste a downturn” became a popular maxim among business leaders who viewed the economy’s downward spiral as an opportunity to trim waste and restructure portions of their businesses. The expression also summed up the mind-set of a unique class of executives who, despite a bleak hiring environment, viewed t…
 
Years from now, if Silicon Valley’s glitterati were ever to gather to celebrate the opening of a National Cloud Computing Museum, CFO Raman Kapur would make an excellent tour guide for the facility’s finance wing. In fact, he could just chart the trajectory of his career from the dot-com bubble forward to help the world at large to better grasp how…
 
Perhaps, unlike most of her professional peers, when Bea Ordonez first interviewed for a CFO role, she got the job. At the time, perhaps no one was more surprised than Ordonez, whose finance resume—while impressive for a 26-year-old—still lacked a number of C-suite prerequisites. Twenty years later, she still resides in the C-Suite, having filled a…
 
CFOTL: What metrics are top of mind for you? ERTEL: Largely defined, most of Vizient's revenue is—I'm going to put it in air quotes—"subscription-oriented." Some of it is literal subscriptions, whether SaaS or other offerings, but much of it is driven by multiyear contracts that operate as subscription services, such as for clinical data or for a g…
 
CFOTL: What are the numbers or metrics that are always top of mind for you? Shelly: Ninety-five percent of our revenue is driven by the volume that we clear, settle, and risk-manage every day, which is something that we don't control. We charge a clearing fee for our services, and as a low-cost service provider, I can't just charge any old amount. …
 
Few megadeals within the past decade have received as many recurring kudos as the acquisition of Genzyme, of Cambridge, MA by France’s biggest pharmaceutical company, Sanofi. The marriage of Sanofi and Genzyme appears to have exceeded expectations, allowing all of those involved in minting the newly merged entity to rightfully keep a feather in the…
 
Among the many lessons that David Moss has learned along the trajectory of his 25-year finance career, the one to which he refers simply as “the $3 million sweatshirt” is perhaps the most enduring. Even after 20 years, Moss can’t help but mention the sweatshirt bearing the logo of Pets.com, which he kept as a souvenir from an earlier career chapter…
 
Ravi Chopra has built his career inside finance functions designed to serve growth-minded management. Such was the case in the late ’90s when Chopra joined Cisco Systems, which at the time was experiencing 50% growth annually. Jump forward 10 years, and you’ll find him busy leading the FP&A function for growth-driven Juniper Networks. Asked to refl…
 
Had Valerie Burman entered the CFO office a decade ago, you wonder whether the role would be as good a match for the accomplished finance executive as it appears to be today. Back in 2007, after working nearly a decade in M&A as an investment banker, Burman exited a banking career to take on a corporate development role at Business Objects, a Frenc…
 
When Chris Sands accepted an investor relations position at a midsize health care firm, he did so with the understanding that he would be permitted to occasionally sink his teeth into some of the firm’s growing FP&A challenges. Having a resume rich with investment banking experience, Sands was now determined to add some FP&A, a tour of duty that he…
 
For every top sales leader who confides to friends that he or she is really a numbers freak at heart, there’s an Andrew Hicks, who, as CFO of Advanced, would be just as apt to boast about a sales funnel innovation as he would about the adoption of a new accounting rule. In fact, it would probably not surprise Hicks’s past and present business colle…
 
As is the case with many finance leader resumes, Cort Townsend’s reveals a repetition of professional advancement and achievement that allows casual readers to quickly validate his CFO credentials. However, like those of many, Townsend self-tale is only a shorthand rendering of a career path filled with twists, turns, and high-stakes industry drama…
 
CFOTL: What are your top of mind metrics? Karnes: I think about metrics sort of under three rubrics. The first is what I would think of as a customer-centric layer. Then there's the financial performance one that we all think about as CFOs, and then there's a very distinct operational layer. On the customer-centric layer, we think about things like…
 
When asked what sets BioXcel Therapeutics apart from other clinical-stage biopharmaceutical companies, CFO Richard Steinhart doesn’t mention a specific drug or therapy. Instead, he describes a system that the company developed to advance the speed with which drugs are commercialized. According to Steinhart, the biotech company’s system uses artific…
 
The way Ken Stillwell tells it, his career as a CFO can be divided into two distinct worlds: the world before ARR and the world after ARR. ARR, of course, is the acronymic identifier for the widely used SaaS metric known as annual recurring revenue. Stillwell prefers to put his own twist on the acronym by declaring its actual meaning to be annual r…
 
Few finance leaders have boiled down the take-aways from their career journeys into as many palatable, bite-size portions as John Pokorney, CFO of LeTip International. Having found his original finance door of entry at Intel Corp. in the early 1990s, Pokorney credits the chipmaker’s collaborative culture for prodding him to speak the language of ot…
 
After years of careful finance career–building within the healthcare sector, Paul Willson came upon an opportunity inside Austin’s energetic technology start-up community that he found hard to resist. Becoming employee number 23, he was immediately dubbed “the finance guy”—a label that he would wear for only 5 days before the ambitious start-up ann…
 
­­­When it comes to guessing a person’s email address, most of us would agree that the best way to optimize your odds of success is to first assume that the person was using their actual name as part of the address. From there, your next decision arguably is whether to spell out the individual’s first name or use an initial for it. For Tim Zue, the…
 
As an Indian citizen living in the United States and working for a Dutch company, CFO Smital Shah frequently spends her days on conference calls with investors from Asia, Israel, or Europe. On every investor call, at every board meeting, and at every employee gathering, the same question gets asked: “How far is ProQR from serving patients?” Each ti…
 
Like a savvy investor, Lucy Rutishauser built her early career by carefully tracking the activities of different companies. Sometimes, to glean better insights, she would actually cold-call a company and ask for the finance department. But Rutishauser wasn’t looking to invest money—instead, she was looking to invest that all-so-valuable commodity k…
 
While tours of duty at struggling companies are seldom viewed as enviable career chapters for most professionals, finance leaders are often apt to savor the lessons that such tours of duty bring forth and even draw attention to such early chapters. Such is the case with CFO Jason Lin, whose career journey includes chapters with a rapidly rising jug…
 
The mass migration of software developers from perpetual licensing to subscription licensing models has allowed quite a few CFOs to enrich their strategy credentials in recent years. It’s a movement that has allowed finance chiefs to rebrand themselves as champions of change, and one that has helped to dismiss the image of CFOs being the C-suite’s …
 
When Sharif Metwalli decided that the time was right to accept a CFO position with Vantage Data Centers, he was confident that he had found a company that allowed him to check all of the boxes when it came to his finance leader search criteria. Box #1: Know and respect the management team. Box #2: Know and respect the owner. Box #3: Know the indust…
 
When asked about the experiences that prepared him for a finance leadership role, Brian Swartz, CFO of Cornerstone OnDemand, doesn’t hesitate to mention his tour of duty as controller for EaglePicher, a collection of businesses founded in 1842 that stubbornly has reinvented itself from one century to the next. However, as the small conglomerate was…
 
As she approaches her 20th year with BSI Group, Sarah Murphy repeats the word “variety” when asked why she turned a blind eye to other opportunities outside the company known to many as an exemplar of business standards. “There was always something new to move on to,” says Murphy, who, having spent the past decade in the United States as CFO of BSI…
 
When a company opts to recruit a finance leader from the “outside world,” it’s not uncommon these days for the future CFO to first serve in a provisional role—one that can provide a wide view of the business while allocating a little extra time for on-the-job learning. So it was for Constance Minc, a veteran investment banker who logged 12 months a…
 
CFOTL: What comes to mind when we ask for a finance strategic moment? Friedman: MCI itself, during the ’90s, was a great place. I was there for just a little bit more than nine years. The opportunity within that organization to have different roles and different responsibilities that were all progressive, or progressing, was really key for me. When…
 
“A CFO role was something that I had not yet really envisioned for myself,” explains CFO Erik Ostrowski when asked about the investment banking chapter of his early finance career. Still, Ostrowski says that he always found the challenges facing smaller or high-growth firms more interesting than those encountered by large enterprises. “I had a choi…
 
The recent opening of a Chicago office of ANGI Homeservices is one that the firm would like to replicate, but not in terms of size (the site has a capacity for roughly 100 sales representatives) or even necessarily geographic location. Instead, the home services player plans to duplicate the approach that it used to determine whether a Chicago loca…
 
For most of us, the act of “throwing the book” at someone is just an expression meant to conjure up the image of a judge throwing a book of laws at a criminal as punishment. However, the visual that CFO John Orton summons in the opening minutes of our talk is the act of having a physical book thrown at him by a manager during the early days of his …
 
CFOTL: What comes to mind when we ask for a finance strategic moment? Parikh: I think that I'd have to go back to the great financial crisis for a finance moment, the week after Lehman Brothers failed, when I actually pulled all of the top-line numbers for the hotel. For the first time in my life, I said to myself, "Well, something is just drastica…
 
CFOTL: When we ask for a finance strategic moment what comes to mind? Yenaropulos: Maybe we can look at one of my experiences when I was living in Chile and I was the CFO of a company whose main business was to provide services to trade and eliminate industrial and hazardous waste. The revenue recognition process began with the reception of the was…
 
Among all of what is remarkable about Andreas Schulmeyer’s finance career, the timing with which he enters and exits different career chapters is most worthy of some added attention. For instance, consider his timing at Pepsico, where in the late 1990s he arrived inside Pepsi’s corporate strategy group—the beverage behemoth’s performance-minded bra…
 
Ballbach: We found something really interesting on the go-to-market side that I believe will have a major impact on our top-line growth, and it came through the analysis that the finance team conducted. We looked at our sales model and at the number of customers that we have around the country. We looked at the run rate and the renewals and the ret…
 
CFOTL: Help us to understand what sets Sage and its offerings apart? Iguchi: In eight years we’ve developed a company that’s at about nine and a half billion dollars in market cap. We are really well positioned from a cash perspective, and we’ve grown to over 650 people strong. Let me tell you a little bit about the history here. We are focused on …
 
When Ben Luety first arrived inside the CFO office at the Seattle Indian Health Board, he would frequently rely on his smartphone’s roaming service to search the Web rather than depend on the organization’s Internet connection. “The Internet for the entire organization had less bandwidth than I did,” explains Luety, who describes the IT infrastruct…
 
When Judy Bjornaas first arrived at ManTech International eight years ago, the company relied on a variety of processes and policies that were widely accepted across its various parts—not because they were efficient or cost-effective, but because they were widely accepted. Not unlike many companies that have enjoyed a steady diet of success, ManTec…
 
iTunes DownloadSpotify There are finance leaders that boast of having always been entrepreneurs in their hearts, who can quickly serve up a story or two about a startup they at one time became involved with, and then there’s CFO Marty Meyer. Of the ten startups where Meyer has served as CFO six of the companies achieved positive exits – an enviable…
 
Marc Schegerin’s arrival inside the CFO office at ArQule is either a fortunate accident or a feat of singular career building precision. For there is little question that ArQule has entered a unique place in time along the arc of its existence and it’s this place in time that Schegerin has been seeking to reach for more than two decades. It’s a pla…
 
Up until about three years ago Kevin Lind would likely have been identified as yet another gifted private equity executive – capable of issuing business remedies from the tip of his tongue. At least in the minds of his CFO peers, who are accustomed to listening to PE pundits routinely hand down such remedies for ailing businesses. For Lind the CFO …
 
“You want to be a CFO.” The second the words reached his ears, Bernard Huger experienced a moment of clarity that ultimately lifted a stubborn fog from the future path of his finance career. While this was not the first occasion when such a thought had entered his head, this time the words were delivered by a professionally accomplished friend, who…
 
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