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The Role Forward

Episode 4

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.

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 4 | August 11, 2022 | 31Min

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.

Listen now

Episode 4 | July 26, 2022 | 31Min

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.

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Episode 4 | July 1, 2022 | 31Min

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.

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Episode 3 | June 15, 2022 | 31Min

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.

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Episode 2 | May 28, 2022 | 31Min

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.

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Episode 1 | April 21, 2022 | 31Min

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.

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