On this episode of Controllers Classified, host Erik Zhou welcomes Patrick Lynch, Senior Vice President and Controller of the Boston Celtics, who shares his journey from ball boy to financial leader for the team. Patrick highlights the milestones of his career, including his transition from an internship to working closely with the CFO, and the significant growth of the Celtics organization. He also imparts wisdom on how to seize career advancement opportunities and offers advice for those aimin...
Apr 27, 2024•37 min•Transcript available on Metacast Ask any CFO about their career-building years, and they will likely attribute their success to their adaptability and ability to render strategic insight. This tendency was recently amplified for us when we heard about the experience of Naresh Bansal, a seasoned finance executive who during a pivotal chapter early in his early career discovered that his company was about to be acquired by a larger one, Sage. His company at the time—initially an independent entity focused on aggressive growth and...
Apr 24, 2024•53 min•Transcript available on Metacast A little more than 15 years ago, Hilary Norris had the ultimate dream job at a tech company in sunny California, a perfect alignment of professional goals and personal life. However, the idyllic scenario was disrupted when the company was acquired, a common turning point that often spells uncertainty for many executives. Facing a potential career setback, Norris was initially marked for replacement but was later asked to stay on and lead the finance operations of the combined entity. This twist ...
Apr 21, 2024•57 min•Transcript available on Metacast Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice ofPricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. The ambition to broaden his horizon and a hunger for new challenges led him to make a bold move to the United States, landing him first New York City. The shift from New Delhi’s familiar chaos to New York’s dynamic hustle coincided with a widening of Tibrewal’s finance lens. It was here, amidst...
Apr 17, 2024•51 min•Transcript available on Metacast Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his late...
Apr 14, 2024•47 min•Transcript available on Metacast In this episode of Controllers Classified, host Erik Zhou is joined by Katie Slattery, VP of Accounting and Corporate Controller at Fivetran. The conversation begins with Katie’s start in Ireland at KPMG Dublin as an auditor, and traces her path from auditor to accountant. Fun fact: Katie has been the first controller/accounting hire at several high growth companies! The conversation then pivots to Katie’s current priorities at Fivetran and how she translates company-wide KPIs into team specific...
Apr 13, 2024•41 min•Transcript available on Metacast Back in 2016, Mitch Peipert stood at a crossroads. With a career foundation deeply rooted in the precision and rigor of public accounting, Peipert had navigated his way through the financial landscapes of various companies, honing his CFO leadership and operational prowess. Yet, nothing could have prepared him for the arrival of a new, enigmatic force at Thomas Publishing—a dynamic CEO with eyes set firmly on the horizon of digital transformation. The news allowed a small degree of uncertainty t...
Apr 10, 2024•53 min•Transcript available on Metacast Back in September of 2021, Jeremy Johnson, Senior Vice President of Finance at Ceridian (now Dayforce), decided it was time to test his mettle—a decision that led him far from where he began, only to return with a leadership perspective somewhat different from what he expected. Determined to challenge himself and expand his horizons, Johnson left the familiarity of Ceridian, where he had steadily advanced his career for the past nine and a half years, to accept a CFO position with SmartRecruiter...
Apr 07, 2024•53 min•Transcript available on Metacast This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in product development, market strategy, and operational execution. This episode features the FP&A in...
Apr 05, 2024•43 min•Transcript available on Metacast In the heart of a bustling paper mill, where the scent of fresh pulp intermingled with the hum of machinery, Bob Houghton kicked off his finance career. Fresh out of college and a number of states removed from his Minnesota roots, Houghton understood the intricate dance of departments working in unison to produce everyday paper essentials. It was here, in the domain of plus-size machines, that he began to embrace the value of stepping beyond comfort zones for growth. His journey from starting wi...
Apr 03, 2024•37 min•Transcript available on Metacast Back in 2009, with a law degree in hand along with some frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom would not only challenge and meet Loo's career ambitions head on, but give rise to an entire career path, bringing with it her education, distinct capabilities, and potent...
Mar 31, 2024•48 min•Transcript available on Metacast In a special episode of CFO Thought Leader, host Jack Sweeney converses with Evan Goldberg, Founder and Executive Vice President of Oracle NetSuite, during this month's SuiteConnect conference in NYC. Goldberg reflects on the company's 25 year journey, emphasizing its foundational vision that championed a unified business management suite. Goldberg also sheds light on the invaluable mentorship from Larry Ellison, Oracle's co-founder, which uniquely positioned NetSuite for success. As the discuss...
Mar 29, 2024•19 min•Transcript available on Metacast Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer’s professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer. She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting. Her initial steps in...
Mar 27, 2024•42 min•Transcript available on Metacast As Pactum AI embarks on a pivotal phase of commercialization, the arrival of Sarah Alper in the AI-driven company’s CFO office is by no means a coincidence. Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance, strategic planning, and transformational technologies that arguably made her an optimal CFO candidate. Looking back, Alper tells us, her leap from GE to the hi...
Mar 25, 2024•55 min•Transcript available on Metacast In this episode of Controllers Classified, Brex CAO Eric Zhou is joined by Daniel Hilli, Head of Business Control at Alstom. Alstom is a multinational company that builds and services trains and signaling systems. In fact, millions of people everyday are transported by Alstom trains and systems. Given the size of the company, this episode focuses on how to implement and manage financial processes across different regions and systems at scale. This includes dialogue around when to centralize vs. ...
Mar 22, 2024•33 min•Transcript available on Metacast Bob Purcell’s leap into the unknown wasn’t just a step; it was a giant stride toward his future as a CFO. Early in his career, Bob faced a daunting choice: join a distressed company teetering on the brink of failure or play it safe. Driven by an unshakeable belief in his abilities and a desire to test himself, he chose the former. This high-risk, high-return career step wasn’t just about salvaging a company; it was about proving to himself that he could navigate the stormiest of waters. From his...
Mar 20, 2024•44 min•Transcript available on Metacast In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt’s journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries. Starting in law, Alt quickly found his groove inside the legal world’s cornucopia of M&A advisory services. It was here where he would realize the potency of focusing beyond legal parameters—a habit that would spur a pivotal shift in his career from emph...
Mar 17, 2024•50 min•Transcript available on Metacast Twelve years ago, when Matt Wolf was an investment banker at Morgan Stanley, he likely would have been alarmed to learn that his future finance career would be largely impacted by drinking and driving. Such was his destiny, though, as after a 5-year stint with the investment bank in London and New York he began to fill in his itinerary with positions in both the automotive and alcohol industries—most recently, as the CFO at DRINKS, a company at the forefront of e-commerce solutions in the bevera...
Mar 13, 2024•43 min•Transcript available on Metacast Jakson Peters's journey from humble beginnings to becoming a global CFO is a tale adaptability, and continuous learning. Born in Brazil, he had initial career expectations far removed from the finance world that had their roots in the start of his working life as part of the family's milk delivery business. This early experience, so remote from his eventual home in the c-suite, laid the foundation for his future success, he explains.. From 1998 to 2002, Peters worked for DaimlerChrysler in São P...
Mar 10, 2024•50 min•Transcript available on Metacast On this episode of Controllers Classified, host Eric Zhou welcomes Sean Soper, the Head of Financial Operations and Accounting at Alchemy, to shed light on the disruptive technologies shaping the trajectory of accounting and finance. Alchemy provides the leading blockchain development platform and as such, much of the conversation narrows in on the possible applications of blockchain in accounting. Sean begins the discussion highlighting his experience working across companies that have revoluti...
Mar 08, 2024•42 min•Transcript available on Metacast Perhaps no single experience better reveals the breadth of challenges that regularly test even the most stoic of finance career-builders than that which confronted Eric Bouchard a little more than a decade ago at Bombardier, Inc. Tasked by management with negotiating the establishment of a new aerospace facility, Bouchard navigated through complex discussions with the Moroccan government, balancing the interests of Bombardier and the aspirations of a nation. His role extended beyond mere finance...
Mar 06, 2024•54 min•Transcript available on Metacast At the very beginning of our talk with CFO Chermaine Hu, she revealed an irony about the CFO title that we rarely get to expose. To wit: The very title toward which any executive has invested so many illustrious career years conveys ownership of what might seem to be a less than illustrious role—or at least one requiring little future endeavor. “I have always struggled with the CFO title,” explains Hu, who notes that the moniker captures only a fraction of what most CFOs actually do. Hu’s unexpe...
Mar 04, 2024•58 min•Transcript available on Metacast Looking back at his 26 years at Intel Corp., Jeff Woolard has more than a few moments of important discernment from which to choose when we ask for a single finance strategic moment. Nevertheless, without hesitation, he takes us back in time to when the giant chipmaker was experiencing a recurring mismatch between the products that it was developing and the market’s purchasing trends—specifically in the PC sector. “If you were to map both what people wanted to buy and what we were building, you ...
Feb 28, 2024•58 min•Transcript available on Metacast Joining Intel Corp. in 1999 as a recent college graduate, David Freeman began his finance career as part of the tech giant’s plus-size finance team that supported various business groups. Looking back, Freeman finds that few aspects of the tech giant’s business were more influential in shaping his early career years than the company’s direct and “confrontational” culture. “They expected excellence,” he recalls. “They expected details, and they expected you to know your business.” Along the way, ...
Feb 26, 2024•49 min•Transcript available on Metacast Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of Beachbody, Emma Brown of Medius and David Freeman of Starburst share their experiences in cutting costs, enhancing digital experiences, and repositioning product offering...
Feb 24, 2024•47 min•Transcript available on Metacast Lessons from Craig Wert’s finance career reveal the power of adaptability, problem-solving skills, and the ability to seize opportunities in unexpected places. Having started his career without a clear road map to the future, Wert later found that his liberal arts background and early experiences in investment banking had laid a good foundation for a career that might have led in any number of directions. What began to set Wert apart, however, was his innate ability to troubleshoot. Throughout h...
Feb 21, 2024•59 min•Transcript available on Metacast When PwC partner and relentless champion of shareholder value Marc Suidan stepped into the CFO office at The Beachbody Company in April 2022, intrigue was bound to follow. Certainly, a struggling fitness and health company may not be viewed by many as the optimal door-of-entry to the operations side of things. However, for Suidan—a 17-year PwC veteran—Beachbody was without a doubt an enticing challenge. As a seasoned advisor to management, Suidan had contributed shareholder insights to the turna...
Feb 19, 2024•51 min•Transcript available on Metacast On this episode of Controllers Classified, Brex’s CAO Erik Zhou is joined by Sowmya Ranganathan, OpenAI’s Controller. The conversation begins with a discussion on Sowmya’s career and her diverse experiences as an auditor and as a finance leader at both public and private tech companies, including Square and Rippling prior to OpenAI. Specifically, she highlights some of her insights for accounting during periods of business hypergrowth (i.e. when OpenAI launched ChatGPT) and the increasing need f...
Feb 16, 2024•45 min•Transcript available on Metacast It’s the type of story that we can’t resist repeating, and one that without question underscores Eric Jenny’s entrepreneurial spirit. Still, the entertainment value of his tale of zapping wasp nests with a homemade rubber band gun for a dollar a pop was at risk of eclipsing the more traditional milestones that populate a career path otherwise defined by strategic decision-making and an innate ability to identify and capitalize on opportunities. During his stints in public accounting and the tech...
Feb 14, 2024•45 min•Transcript available on Metacast It was during a 9-year tenure at food giant ConAgra Brands that Alejandro Castro became involved in a companywide initiative that would forever alter his approach to leadership and strategic thinking. Born and raised in Mexico, Castro had begun his professional voyage at Price Waterhouse, where he launched a public accounting career from the accounting house's Mexico City office. After ConAgra came knocking several years later, he accepted a position within its Mexico operations that eventually ...
Feb 12, 2024•52 min•Transcript available on Metacast 
