Upflow

The Growth-Minded CFO

Business EN ↓ 38 episodes

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.

Author

Upflow

Category

Business

Podcast website

upflow.io

Latest episode

Jul 8, 2026

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Episodes

The CFO Leading Talent, Operations & Corporate Communications (Kate Gulliver, CFO & CAO, Wayfair) 02.04.2025

The path to becoming a CFO today is rarely a straight line. Finance leaders are increasingly coming from diverse backgrounds, bringing a broad range of skills to the role. After all, the best CFOs don’t just manage numbers; they shape strategy, foster talent, and drive innovation across an organization. In this episode of The Growth-Minded CFO, hosts Lauren and Alex sit down with Kate Gulliver, CF...

Wall Street to SaaS CFO: Lessons from IPOs, Acquisitions & Growth, with Carla Cooper 19.03.2025

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 episode, Carla Cooper, CFO of Contentful, shares her journey from Wall Street equity analyst to CFO, discussing her role in scaling Contentful, navigating IPOs and acquisitions, and offering...

Clean data, clear insights: AI for finance and how to build the right foundation, with Gabi Steele 03.03.2025

Finance teams are drowning in data—but turning it into clear, strategic insights is the real challenge. In this episode of The Growth-Minded CFO , hosts Lauren and Alex sit down with Gabi Steele, CEO and Co-founder of Preql (and formerly Head of Data Visualization Engineering at WeWork), to explore how CFOs can build a rock-solid data foundation, harness AI effectively, and lead with confidence in...

The CFO as manager: How to lead beyond the numbers, with Ilana Esterrich 21.02.2025

Great CFOs do more than manage the numbers—they lead, adapt, and shape the future of their organizations. In this episode, Ilana Esterrich, CFO of Planned Parenthood, shares how she steers her team through uncertainty and change while keeping a sharp focus on strategy and leadership. With a background in the military, Ilana brings a unique perspective on building strong teams, fostering a growth m...

Top 5 takeaways from season one—and what’s next! 03.02.2025

In this episode, we reflect on the first season of the podcast. We discuss what we learned from the first 7 episodes featuring top CFOs and finance leaders. As you listen, feel free to pause this episode and jump into the earlier episodes we highlight - our aim here is to give you a good overview of the best bits from the podcast so far! Key highlights include the importance of getting out of the...

The skills finance teams need now & in the future, with Carl Seidman 20.01.2025

In this episode of the Growth Minded CFO podcast, hosts Lauren Pearl and Alex Louisy speak with Carl Seidman, an industry-leading finance educator and consultant. Carl talks through his professional journey from Big Four consulting to establishing his own successful practice focused on FP& A processes and upskilling teams. The discussion then focuses into the evolving role of finance professio...

Money in, money out: How the best finance teams are running AR & AP in 2025, with Howard Katzenberg 07.01.2025

In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Howard Katzenberg, CEO of Glean.ai. With our co-host Alex Louisy representing the world of Accounts Receivable, Howard brings the other side of the coin with Accounts Payable, as they both discuss what innovative approaches to these seemingly transactional processes can do for your business. Howard shares his transition from...

An alternative path to CFO and leading change at the MLBPA, with Tatia-Mays Russell 10.12.2024

In this episode of The Growth Minded CFO, we dive deep with Tatia Mays-Russell, the visionary CFO of the Major League Baseball Players Association. Discover how Tatia's unique journey from a material science engineer to a strategic finance leader has shaped her approach to business. Learn about her strategies for transforming the finance function into a strategic partner, empowering her team, and...

Series B to G: The role of the finance team in scaling, with Charly Kevers (CFO @ Carta) 27.11.2024

In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Charly Kevers, CFO of Carta. Charly has served as CFO through some of the highest growth phases of Carta's journey - seeing them go from Series B to G in his 7 years there. Charly shares insights on the evolving role of the CFO, focusing on profitable growth, employee retention, and operational excellence. He also discusses...

A VC's perspective on the modern CFO, with Nick Wijnberg 11.11.2024

Lauren and Alex sit down with Nick Wijnberg, a former Wall Street banker turned CFO and partner at Lorimer Ventures. Nick shares his journey from high school investor to equity derivatives trader, structured credit specialist, commercial banker, and ultimately a company builder. He discusses the importance of understanding investments and the VC ecosystem, the return on investment (ROI) required i...

Business leader, not 'human calculator': The role of the CFO, with Chris Ortega 28.10.2024

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...

Acting like an owner and the value of international experience, with Rita Kale 14.10.2024

In this episode of The Growth Minded CFO, hosts Lauren and Alex speak with Rita Kale, a seasoned CFO with experience in global firms like Roche and New York-based biotech startups. The conversation delves into the evolving role of the CFO, emphasizing the importance of understanding and engaging with business processes beyond traditional financial functions. Rita shares her unique journey from int...

Introduction to The Growth-Minded CFO 13.10.2024

Get the lowdown on what our new podcast is about in this introductory episode. Forget the dusty stereotype of the CFO sitting in the corner, chained to a spreadsheet. Today's financial leader is a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional...

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