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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All Episodes
Episode 37 | June 27, 2023
In this episode of The Role Forward, Brian Campbell, a Co-Founder of Mosaic, discusses the process he has gone through with the Mosaic data team to provide more granular visibility into SaaS billing data.
Episode 36 | May 21, 2023
In this episode of The Role Forward, Jervis Williams, the CFO of Second Front Systems, discusses his journey through various stints as a startup CFO. Jervis and our host Joe Michalowski walk through a 30-60-90 plan for new finance leaders to thrive in their roles.
Episode 35 | May 8, 2023
In this episode of The Role Forward, Jeremy Tsui, the Co-Founder and CEO of Finley, gets into the importance of capital strategy and managing capital. Jeremy and our host Joe Michalowski discuss raising debt versus equity, the process of raising debt, and how you can find a lender.
Episode 34 | April 24, 2023
In this episode of The Role Forward, Nick Tarnoff, the VP of Finance at SupportLogic, gets into the importance of customer retention and how to improve it. Nick and our host Joe Michalowski discuss the metrics for retention analysis and some of the challenges with retention.
Episode 33 | April 10, 2023
In this episode of The Role Forward, Joel Blachman, an operations and finance lead at Amper Technologies, gets into the importance of automation tools while doing ad hoc analysis and getting more proactive with analysis so you aren't constantly behind requests for numbers.
Episode 32 | March 27, 2023
In this episode of The Role Forward podcast, our host Joe Michalowski welcomes Parker Gilbert, the CEO and co-founder of Numeric. They discuss the importance of data cleansing, why data cleaning is a timely but worthwhile process, and the benefits of a strong relationship between finance and accounting.
Episode 31 | March 13, 2023
In this episode, our host Joe Michalowski welcomes Scott Stouffer, CEO and founder of scaleMatters. They discuss fundraising during a recession and why people are hesitant to invest in new companies. Scott and our host Joe Michalowski discuss what makes a company investible and what companies can do to become more efficient with their go-to-market motions.
Episode 30 | February 27, 2023
In this episode, our host Joe Michalowski welcomes Edwine Alphonse, a controller at Ramp. They talk about the biggest challenges with NetSuite implementation, tips for tackling some common issues, and the importance of cleaning your data before you start the process.
