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The Role Forward

Episode 24

Lauren Bahr, VP of Finance at Occupier — Death to Spreadsheets?

Lauren Bahr, VP of Finance at Occupier, discusses the destiny of spreadsheets and Excel, why people still use them despite technological advances, how to keep the finance and accounting professions alive, and why the future of finance lies in automation.

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Welcome to the Role Forward.

The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance.

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Episode 24 | November 28, 2022

Lauren Bahr, VP of Finance at Occupier — Death to Spreadsheets?

Lauren Bahr, VP of Finance at Occupier, discusses the destiny of spreadsheets and Excel, why people still use them despite technological advances, how to keep the finance and accounting professions alive, and why the future of finance lies in automation.

Listen now

Episode 23 | November 7, 2022

Paul Barnhurst, The FP&A Guy — The Rapid Growth of Third-Gen FP&A Tools

Paul Barnhurst, the founder of The FP&A Guy, discusses the gaps in third-gen FP&A tools, why MS Excel is not going anywhere anytime soon, and the four pillars of FP&A tool evaluation that will help you scale your company.

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Episode 22 | October 24, 2022

Enrique Esclusa, Co-Founder of Assemble — A Complete Guide to Headcount Planning

Enrique Esclusa, a co-founder at Assemble, discusses headcount planning and compensation strategies, the disadvantages of using spreadsheets, and the key pain points of workforce planning.

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Episode 21 | October 11, 2022

Daniëlle Keeven, VP of Finance at Paddle — The Most Interesting Conversation on SaaS Tax Compliance

Daniëlle Keeven, the VP of finance at Paddle, discusses the importance of tax compliance and subscription legislation for tech companies, how to perform audits effectively, and why collaboration between departments is vital.

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Episode 20 | September 26, 2022

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.

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Episode 19 | September 12, 2022

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.

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Episode 18 | August 23, 2022

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.

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Episode 17 | August 11, 2022

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.

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