The CFO Playbook

Talita Ferreira always dreamed of becoming a CFO before turning 30. She missed this target by five years, but she’s OK with that because she became the CFO of a company far larger than she could’ve ever imagined: BMW Group Financial Services. Talita spent more than 11 years with BMW, where she managed a team of 45 and landed amongst the top 300 leaders of the company worldwide. She served as the C...

If you enjoy nerding out over numbers but also consider yourself a people person, Anders Liu-Lindberg, co-founder of the Business Partnering Institute, has a new finance job for your consideration: business partner. “Unlike other roles in finance, business partnering is an interaction between people — whereas if you're an Accountant or a Controller, you mostly interact with the numbers,” Anders sa...

Raxita Kapashi has worked in private equity for more than 15 years. Along the way, she did a stint at fintech consolidator TruFin, where she served as the group’s CFO. While at TruFin, she brought through an IPO and raised 70 million GBP ($96 million USD) in 2018.  With this accomplishment under her belt, it’s no surprise numerous venture capital firms sought to bring her onto their team. However,...

When Tom Fencl joined the Pricefx team in late 2017, the global SaaS startup had about 70 employees.  Fast forward and they now have close to 400 employees stationed all over the world and have raised more than $131 million in funding. It’s safe to say Tom has played a key role in this growth. “As a CFO, it is your responsibility to make sure data, which is clearly one of the hidden resources of e...

What exactly is behind the skyward trajectory of a fast-growing software company? Turns out that it’s more than just growth. In this episode of The CFO Playbook, host Rob Norman sits down with Kevin Jacobson, CFO and COO of LogicGate, which develops cloud software solutions for automating governance, risk, and compliance processes.  As the first business operations employee hired in the company’s...

When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seemed profitable, but Patrick, who has been a CFO for 25+ years, took it upon himself to financially transform the company and focus on cash — not revenue and profit. The company generated between $70 million and $80 million in cash. How? A whole lot of...