Upflow
The Growth-Minded CFO
Today's financial leader is more than a number cruncher - they're a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast challenges the status-quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.
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Episodios
From S-1 Deep Dives to the CFO Seat: What IPOs Teach Every Finance Leader, with CJ Gustafson 07.10.2026 40:01
Here's the version for Spotify and Apple Podcasts: An S-1 is written for investors. But for CFOs at any stage, it can be one of the best playbooks available for learning what good looks like. In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl sit down with CJ Gustafson, former tech CFO and the writer behind Mostly Metrics, to unpack what finance leaders can learn from compa...
Why "AR Automation" Was Never the Right Name: Alex Louisy on Building Financial Relationship Management 02.09.2026 52:47
For three seasons, Alex Louisy has sat on one side of the mic, asking CFOs about the decisions that shaped their careers. In this episode, he switches seats. Lauren Pearl interviews her own co-host about the company behind The Growth-Minded CFO, and why Upflow spent nearly a decade walking away from the category it set out to build. In this episode, Alex shares the origin story that started with a...
Inside the CFO-Sales Partnership: How Real-Time Data Changes the Game, with Christina Liu 06.08.2026 30:24
Most CFOs can see the final sales numbers. Far fewer have a clear view of what is happening inside the pipeline before those numbers land. As CFO of Sigma Computing, Christina Liu works closely with sales to create greater visibility, accountability and confidence around commercial decisions. By bringing CRM data, customer conversations, product usage and other signals together, her team has moved...
From GE’s $100B Transformation to Klarna and DeepL: Lessons in Scaling, with Martino Cadoni 08.07.2026 46:51
Martino Cadoni has had a front-row seat to some extraordinary moments throughout his career so far. At GE Capital, he was selected to help transform a business with more than $100 billion in assets, working across M&A, strategic sales and IPOs. At Klarna, he was involved in fundraising, IPO readiness and major transactions. Today, he is CFO of DeepL. So, what has that journey taught him about...
Revisiting: Wall Street to SaaS CFO with Carla Cooper (CFO @ Contentful) 25.06.2026 43:31
What does it take to be a truly great CFO today? It’s not just about balancing the books—it’s about driving strategy, managing risks, and telling the financial story in a way that inspires confidence. In this re-released episode, first published in March 2025, Carla Cooper, CFO of Contentful, shares her journey from Wall Street equity analyst to CFO, discussing her role in scaling Contentful, navi...
The CFO’s AI Playbook: How to Roll Out AI Across Your Company, with Ryan Roccon (CFO at Zapier) 10.06.2026 42:27
AI is no longer just an experiment. For many companies, it is quickly becoming an expectation. But rolling it out across a business is a very different challenge from giving a few people access to a few tools. So what does AI adoption actually look like when it is done at scale? In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl sit down with Ryan Roccon, CFO at Zapier, to unpa...
Revisiting: Chris Ortega on What Makes a Great CFO (Hint: They're Not Just a 'Human Calculator') 28.05.2026 37:49
In this episode, hosts Lauren and Alex sit down with Chris Ortega, the CEO and founder of Fresh FP&A. Chris shares his inspiring career journey, from his early passion for finance to roles at Ernst & Young and leadership positions in fast growing software and pharmaceutical companies. He discusses the foundation and philosophy behind Fresh FP&A, highlighting its focus on being Financia...
Why Every CFO Needs a Personal Brand (And How to Build One), with Wassia Kamon 14.05.2026 38:38
Most CFOs don’t think about personal brand until they need something: a new role, a board seat, a stronger network, or a way to stand out. But by then, it might already be too late. In this episode of The Growth-Minded CFO , we speak with Wassia Kamon, CFO of Access to Capital for Entrepreneurs and host of The Diary of a CFO podcast, about why finance leaders can no longer afford to stay invisible...
Revisiting: Ilana Esterrich (CFO @ Planned Parenthood) On Leading Beyond The Numbers 29.04.2026 40:21
If your role as CFO stops at the numbers, you’re already behind. Ilana Esterrich, CFO at Planned Parenthood, breaks down what it actually means to lead in today’s environment—from building resilient teams to operating in constant uncertainty. With a background in the military, Ilana brings a unique perspective on leadership, discipline, and adaptability—showing how finance leaders can step into a...
Revisiting: Rita Kale (CFO @ Valo Health) On Why The Best CFOs Think Like Owners 15.04.2026 40:34
In this special re-release of The Growth-Minded CFO , Alex and Lauren revisit the very first episode of the podcast - featuring Rita Kale, now CFO at Valo Health. At the time, we didn’t know what this show would become. Since then, we’ve spoken to some of the best finance operators in the world. But looking back, this conversation set the tone for everything that followed. Rita brings a rare combi...
How a Former Pro Musician Became the CFO of a $1B Marketplace, with Kevin Drost 01.04.2026 48:41
How does someone go from jazz musician to CFO of a $1B marketplace? In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl speak with Kevin Drost, former CFO of Reverb — the musical instrument marketplace acquired by Etsy — about his unconventional path into finance and what it taught him about the role. Kevin didn’t start in finance. He started by running a business. From founding...
Revisiting: What Makes a Great CFO? Expert CFO Recruiter, Dav Masaon, Tell Us 18.03.2026 39:17
When is the right time to hire your first CFO? And what actually separates a great one from an expensive mistake? In this re-released standout episode of The Growth-Minded CFO , we revisit our conversation with Dav Masaon, Co-Founder of executive search firm Zanda, to unpack one of the most high-stakes decisions founders make: hiring a CFO who can truly scale with the business. This isn’t a checkl...
How Nonprofit Finance Sharpens Decision-Making for Any CFO, with Darien Wright 04.03.2026 33:36
What can nonprofit finance teach CFOs about decision-making In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl speak with Darien Wright, CFO and COO of the National Geographic Society. After a 30-year career spanning public accounting, consulting, telecommunications, hospitality, and private equity - including roles at PwC, Accenture, Sprint, Marriott, and Brookfield - Darien m...
Revisiting: Charly Kevers (CFO @ Carta) On The Role Of The Finance Team In Scaling 18.02.2026 44:40
What does it really take to scale finance through the stages that break most teams? In this re-released standout episode, we revisit our conversation with Charly Kevers, CFO of Carta - who helped guide the company from Series B to Series G over seven years of hypergrowth, complexity, and rising investor expectations. This isn’t a theoretical discussion about what CFOs should do. It’s a practical l...
Stepping In Mid-Crisis: Trust, Pressure, and the CFO Role, with Niels Boon 04.02.2026 42:02
What should a CFO prioritize when stepping into a business already under pressure? In this episode of The Growth-Minded CFO, Alex Louisy and Lauren Pearl speak with Niels Boon, CFO of Cint, a Stockholm-Nasdaq listed tech company and the world’s largest survey exchange. Niels joined Cint as the sixth CFO in four years, at a time of leadership change, debt pressure, public market scrutiny, and an un...
How to Run Finance in a Creative, 'Hit-Driven' Business, with Diya Sagar 08.01.2026 36:12
In creative businesses, the art drives the upside — but the numbers determine whether the art can exist at all. In this episode of The Growth-Minded CFO, hosts Alex Louisy and Lauren Pearl sit down with Diya Sagar, CFO of AWA Studios, a young media company that publishes original graphic novels and brings them to life in film and television. Diya leads finance in this truly hit-driven business. Th...
Leveraging Data Insights for Smarter Business Decision Making, with Jim Cook and Winnie Aoieong 10.12.2025 59:18
This week on The Growth-Minded CFO, we’re sharing a special podswap with our friends at the FP&A Unlocked podcast (formerly FP&A Tomorrow). Host Paul Barnhurst sits down with two finance leaders who’ve shaped how modern FP&A operates: Jim Cook (former CFO of Mozilla, with leadership roles at Netflix and Intuit) and Winnie Aoieong (VP of Business Finance at PowerSchool). Together, they...
How to Communicate Financials to Executives, with Anders-Liu Lindberg 26.11.2025 42:19
Every finance team wants a seat at the table - but too often, their message gets lost once they’re there. In this episode of The Growth-Minded CFO, we sit down with Anders Liu-Lindberg - Partner at the Business Partnering Institute, co-author of the book 'Communicating Financials to Executives', and one of the most followed finance voices on LinkedIn - to unpack how finance leaders can mov...
From Steward to Orchestrator: CFO Leadership Lessons with Xavier Castellana 11.11.2025 42:06
What happens when a CFO stops acting as a financial steward and starts leading as an orchestrator - aligning rhythm, trust, and strategy across the entire business? In this episode of The Growth-Minded CFO , hosts Alex Louisy and Lauren Pearl speak with Xavier Castellana , former CFO of Typeform, TravelPerk, and Amenitiz, and now Managing Partner at LeaderNess. Xavi shares lessons from scaling som...
Profitability vs Growth: A CFO’s Balancing Act (& Lessons Across Industries), with Cameron Kinloch 28.10.2025 38:40
What happens when a finance leader who learned discipline in the consumer goods industry steps into the fast, unpredictable worlds of SaaS and AI? In this episode of The Growth-Minded CFO, hosts Alex Louisy and Lauren Pearl speak with Cameron Kinloch, an advisor to boards, CFOs and CEOs through her company True Vantage Partners. Cameron shares lessons from her journey — from Wall Street to Silicon...
Season 2 Recap — What Today’s Best CFOs Actually Do 15.10.2025 43:15
Hosts Alex Louisy (CEO, Upflow) and Lauren Pearl (Fractional CFO) unpack the sharpest insights from Season 2 of The Growth-Minded CFO - from AI (without the hype) and executional finance to storytelling, EQ, and when to hire fractional vs. full-time. It’s your highlight reel to operate smarter, lead better, and move faster. What you’ll learn 1. Clean data before clever AI — hygiene first; tools an...
Fundraising, AI, and Starting Smart in 2025, with Jeffrey Fidelman 23.07.2025 44:32
In this episode of The Growth-Minded CFO, we sit down with Jeff Fidelman—Founder and Managing Partner at Fidelman & Co.—to talk about how startup fundraising has shifted, what VCs actually want to hear, and why today’s CFOs need more than spreadsheets to lead. Chapters: 02:00 - Why Fidelman & Co. Was Born from a Market Gap 06:00 - Broken Incentives in Startup Fundraising 09:00 - How the Fu...
From Banker to Builder: Hands-On CFO Lessons for SaaS, with Jon Gross 24.06.2025 39:33
Startups don’t need spreadsheet CFOs—they need operators who can think like owners. That’s the core message in this episode of The Growth-Minded CFO as hosts Alex Louisy (CEO, Upflow) and Lauren Pearl sit down with Jon Gross, CFO of RepeatMD. In this conversation you’ll learn: 👉 “Three-level CFO” playbook – how Jon shifts from board-level strategy to ground-floor execution without missing a beat....
Rewiring Finance: AI, ERP, and the Rise of the Executional CFO, with Nicolas Kopp (Rillet) 10.06.2025 42:23
Finance is evolving—and so is the CFO. In this episode of The Growth-Minded CFO, Rillet CEO Nicolas Kopp joins hosts Alex Louisy and Lauren Pearl to talk about what’s next for finance leaders. Fresh off a $25M Series A, Nicolas shares why Rillet is rebuilding the general ledger from the ground up with AI at the core. 00:19 Meet Nicolas Kopp: CEO of Rillet 01:23 The Vision Behind Rillet 03:19 Chall...
Spreadsheets to Storytelling: Communication & EQ Tips for CFOs, with Erik Nakamura 27.05.2025 37:58
Being great with numbers may open the door—but it’s your emotional intelligence that keeps you in the room. In this episode, Erik Nakamura—CFO of Journal Technologies—joins hosts Lauren Pearl and Alex Louisy to explore how emotional intelligence (EQ) is transforming the modern CFO role from number cruncher to strategic business partner. With 25+ years of experience across startups, public companie...
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