Jenny Jao, Finance at Sprig — How to Build a Flexible Operating Model
Jenny Jao, the Head of Finance at Sprig, discusses the work she did to build a flexible operating model for the business. She dives into the benefits of model flexibility, the challenges of building the model, and how she collaborates with business leaders to bring strategic value to Sprig.
Matt Wolf on How Organizational Transparency Creates Trust at the Workplace
Matt Wolf, the CFO of ChartHop, discusses the benefits of organizational transparency, some potential challenges, and why it ultimately benefits the company in terms of stronger employee retention.
Taylor Davidson on Building an Early-Stage SaaS Financial Model
Taylor Davidson, financial modeling expert and founder of Foresight, discusses the core building blocks of an early-stage SaaS financial model and why flexibility and customization are vital elements of model creation as a business grows.
Russ Jones on Turning Finance into a True Strategic Partner
Russ Jones, former CFO of Shopify, discusses what it was like to build a finance team at a hypergrowth company and the keys to developing strategic partnerships across the organization.
Amy Garefis on Scaling Accounting from Startup to Wall Street
Amy Garefis, Chief Accounting Officer at ZipRecruiter, discusses the stages of scale for accounting teams from Series A to a public listing and explains how to build business partnerships that increase accounting's strategic value.
Sal Abdulla on the ERP Gap for Startups
Sal Abdulla, Founder and CEO of Nixsheets, discusses a new era of accounting tools, where ERPs let startups down, and thoughts about the strategic value of a modern accounting function.
Jason Peretz on CRM Hygiene for Finance
Jason Peretz, CBO of Galley, talks about the importance of CRM hygiene, how to get your data in shape for finance, and how ReVops can help bridge the gap between sales and finance.
Ben Murray Gives a CAC Masterclass
Ben Murray, The SaaS CFO, joins to discuss all-things customer acquisition cost. They discuss the importance of fully-burdened CAC calculations, the concept of a CAC profile, and how to get strategic insights from analyzing acquisition costs.
Alex Song — Crypto on the Balance Sheet
In this episode of The Role Forward podcast, our host Joe Michalowski and Alex Song, Head of Finance and Capital Markets at Ramp, discuss the concept of crypto on the balance sheet. They chat about Ramp's investment in stablecoins, the mindset behind that investment, and how finance can assume a more strategic role in the business.
Steve Groccia on Keys to Effective Cohort Analysis
Steve Groccia explains why cohort analysis is so valuable, why it's challenging for any finance team, and how to do it effectively for strategic insights.
John Luttig on SaaS Pitch Decks
In this episode of The Role Forward podcast, our host Joe Michalowski is joined by John Luttig, a Principal at Founders Fund and Mosaic Co-Founder and COO, Joe Garafalo. They chat about the building blocks of a SaaS pitch deck, the CAC Payback Period metric, and how to address investors' most significant concerns in your pitch.
Brad Silicani on Cash Optimization and Corporate Investing
In this episode of The Role Forward, our host Joe Michalowski welcomes Brad Silicani, the Head of Finance and Operations at Anrok. They get into the state of the economy and cash management, how to kick your cash in the right direction to get to market, and the relationship between tax and cash optimization.
