Inside the CFO Office

RPA in FP&A Inside the CFO Office Podcast | Episode 26 What happens when FP&A moves beyond reporting and becomes a true driver of business insight? In this episode of Inside the CFO Office, I speak with Aaron Zhou, a global finance leader with over two decades of experience across organizations like GE, Rio Tinto, Worley, and RPS, where he has led large-scale finance transformation initiat...

The All-Round CFO Inside the CFO Office | Episode 24 | Vivek Hariharan, CFO, Sauce LabsWhat does it take to become an “all-round CFO” — someone who goes beyond finance, partners across functions, drives growth, and embraces AI without losing the human touch? In this episode of Inside the CFO Office, I speak with Vinod Hariharan, CFO at Sauce Labs, the world’s largest continuous testing cloud for w...

Working with the C-Suite: A CFO PlaybookInside the CFO Office | Episode 23 What does it really take to work effectively with the C-suite, boards, and investors—and grow as a finance leader across companies of every shape and size? In this episode of Inside the CFO Office, I speak with Venkatraman G S (Venky), CFO at MathCo, who shares a deeply practical playbook on working with senior leadership a...

Inside the CFO Office – Episode 22 with Brenda Williams Johnson Podcast Page – https://finfloh.com/podcast How do you modernize order-to-cash, automate high-volume AR workflows, and move from delayed, manual processes to real-time operations? In this episode of Inside the CFO Office, I speak with Brenda Williams Johnson, Vice President of Invoice-to-Cash at Marketing.com, a marketing technology fi...

Inside the CFO Podcast Episode 21 with Swarn Kamal Podcast Page - https://finfloh.com/podcast How do you scale finance across countries, build trust-driven global teams, and transform cashflow performance using process, technology, and leadership mindset? In this episode of Inside the CFO Office, I speak with Swarn Kamal, Vice President of Finance at Akraya Inc., where he leads finance teams acros...

How do you automate credit decisions, manage change across a growing organization, and build stronger partnerships between finance and sales? In this episode of Inside the CFO Office, I spoke with Deana Reynolds, Director of Credit at Edges Electrical Group, one of Northern California’s largest independent electrical distributors. Deana’s journey is remarkable — from flying jets in the U.S. Air Fo...

How do you transform Accounts Receivable into a strategic, customer-facing function while leveraging AI and technology to drive impact? In this episode of Inside the CFO Office, I speak with Tracy Mitchell, Director of Accounts Receivable at Trinity Logistics, about exactly that. Tracy’s career journey—from AP and billing roles to leading AR for a global logistics firm—gives her a unique perspecti...

How do you lead global credit & collections teams across geographies, drive digital transformation, and prepare for the future of AI in finance? This episode with Mark Beaubouef, Senior Global Director of Credit, Collections & AR at Trellix , dives into exactly that. Mark’s career spans leading finance functions at Evoque, IBM, NEC Corporation, Rexel USA, Samsung Electronics & more — g...

This 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 w...

This 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, "Finan...

This 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 rol...

This 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 fro...

This 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 unp...

Episode 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 Transf...

The 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 financ...

In 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 mod...

If 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...

Jon 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...

Chris 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...

Alyssa 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 e...

Darren 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 F...

In 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 t...

In 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....

In 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...

In 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...