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Collaborative Planning & Forecasting

Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics

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In this episode of The Role Forward, CJ Gustafson, CFO of PartsTech and the man behind Mostly Metrics, discusses what it takes to run a successful annual planning process and set your company up for success from the finance seat.

Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management

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In this episode of The Role Forward, Kristian Marquez, President and CEO of FinStrat Management, discusses challenges and advice for startups on the path to profitability.

Exploring AI in Finance with Todd Spartz, CFO of LinkLive

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In this episode of The Role Forward, Todd Spartz, CFO of LinkLive, discusses the current state of AI in finance and explores the technology's potential to change the profession.

Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners

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In this episode of The Role Forward, Scot Mollot, CFO at Attivo Partners, discusses what it's like to work with fractional CFO services and how to make sure you're getting the best service possible from your partner.

The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

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In this episode of The Role Forward, Zack McCarty, the Director of FP&A at Qwick, discusses how he thinks about building a collaborative finance function that acts as strategic support for all departments across his organization.

The State of Strategic Finance in Q3 2023

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In this episode of The Role Forward, Bijan Moallemi and Joe Garafalo, Co-Founders and CEO/COO of Mosaic, discuss the current state of the "strategic finance" category they set out to create in 2019.

The State of Venture Funding in 2023 with OMERS Ventures

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In this episode of The Role Forward, Eugene Lee and Marissa Moore from OMERS Ventures join Joe Michalowski and Joe Garafalo to discuss the state of venture funding in 2023 and how to navigate it as a startup leader.

Brian Campbell on Making Sense of SaaS Billing Data

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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. 

Jervis Williams on a 30-60-90 Plan for New Finance Leaders

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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.

Jeremy Tsui on Raising Debt as a Startup

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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.

Nick Tarnoff on Finance's Role in Driving Customer Retention

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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.

Joel Blachman on Getting Off the Ad Hoc Analysis Treadmill

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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.

Parker Gilbert on Accounting Data Hygiene

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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.


Scott Stouffer on Fundraising in a Down Market

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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.


Edwine Alphonse on How to Ensure a Successful NetSuite Implementation

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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.


Chris Ortega on Financial Transformation in Finance’s Golden Age

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In this episode, our host Joe Michalowski welcomes Chris Ortega, the CEO of Fresh FP&A, which provides fractional CFO and advisory services to help a business transform and grow its finance function. Chris describes the Fresh FP&A approach, what it means to be fresh in finance, and how to become a strategic partner for department and executive leaders. Joe and Chris also discuss how to scale your finance team, improve the month-end close process, and finance trends to keep in mind for 2023. 


Peter Nesbitt on Building a Career in and Beyond Finance

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In this episode, our host Joe Michalowski welcomes Peter Nesbitt, an early-stage startup advisor, investor, and founder who previously rose through the ranks of finance to an executive seat. They talk about Peter’s unique career path, tips for taking your own career to the next level, and why empowerment is a superpower.


Joe Garafalo of Mosaic on How to Bulletproof Your Business with the Right Tools

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Ramp’s Head of Finance and Capital Markets, Alex Song, and Mosaic Co-Founder and COO Joe Garafalo discuss Joe’s career journey and how it benefits prospects and customers, the key financial hires for a new company, and how to leverage software to get the deepest insights.



Bijan Moallemi of Mosaic on Taking Financial Storytelling to the Next Level

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Bijan Moallemi, Mosaic CEO and co-founder, covers how you can get the most out of financial storytelling vs. financial reporting. He also discusses how to take your storytelling to the next level by embracing a customer service mindset across the organization, and understanding and presenting specific metrics that impact the company’s growth at the right time.


Brian Weisberg of Tidelift on the Heuristics of Forecasting

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Brian Weisberg, CFO at Tidelift, breaks down some key heuristics to use in your forecasting with a big focus on the headcount planning side of the process. He also discusses the importance of understanding the business’s goals, why you need to be realistic with expectations, and why companies should invest early in a financial position.

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

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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. 

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

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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.

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

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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.

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

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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.

Jenny Jao, Finance at Sprig — How to Build a Flexible Operating Model

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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

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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

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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

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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

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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

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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

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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.

The Role Forward

The Role Forward Podcast

Types

Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics

Brian Campbell on Making Sense of SaaS Billing Data

Chris Ortega on Financial Transformation in Finance’s Golden Age

Edwine Alphonse on How to Ensure a Successful NetSuite Implementation

Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics

Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management

Exploring AI in Finance with Todd Spartz, CFO of LinkLive

Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners

The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

The State of Strategic Finance in Q3 2023

The State of Venture Funding in 2023 with OMERS Ventures

Brian Campbell on Making Sense of SaaS Billing Data

Jervis Williams on a 30-60-90 Plan for New Finance Leaders

Jeremy Tsui on Raising Debt as a Startup

Nick Tarnoff on Finance's Role in Driving Customer Retention

Joel Blachman on Getting Off the Ad Hoc Analysis Treadmill