The Growth-Minded CFO

In this episode of The Growth-Minded CFO, we sit down with Jeff Fidelman—Founder and Managing Partner at Fidelman & Co.—to talk about how startup fundraising has shifted, what VCs actually want to hear, and why today’s CFOs need more than spreadsheets to lead.Chapters:02:00 - Why Fidelman & Co. Was Born from a Market Gap06:00 - Broken Incentives in Startup Fundraising09:00 - How the Fundraising Game Changed Since 202113:00 - Why Founders Must Talk Like Operators16:00 - The Role of Financial Models (and How to Build Them Right)21:00 - Why Top-Down Models Alone Don’t Cut It25:00 - AI: Useful Tool, Not Magic Bullet29:00 - AI Use Case: Building an Internal CRM for $30034:30 - Fundraising Tips for Finance Leaders37:00 - CFOs as Process Owners During a Raise38:00 - The Two Types of CFOs (and Why It Matters)41:00 - Final Reflections on Strategic Thinking and Belief📌 Key takeaways:Fundraising now takes 6–9 months—build relationships earlyVCs invest in operators, not just visionsThe best financial models are built with founders, not for themAI is best used to get hands-on, not to replace human thinkingStrategic CFOs do more than books—they pitch, plan, and believe.Connect with Jeff ➡️ https://www.linkedin.com/in/jeffreyfidelman/Connect with Alex ➡️ https://www.linkedin.com/in/alexlouisy/Connect with Lauren ➡️ https://www.linkedin.com/in/laurenepearl/Also available on YouTube: https://youtu.be/q-J8Ot3ecjQ?si=Pmfbug0McFB4AEmVSubscribe for more episodes with founders, CFOs, and finance leaders.The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠upflow.ioWant to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Startups don’t need spreadsheet CFOs—they need operators who can think like owners.That’s the core message in this episode of The Growth-Minded CFO as hosts Alex Louisy (CEO, Upflow) and Lauren Pearl sit down with Jon Gross, CFO of RepeatMD.In this conversation you’ll learn:👉 “Three-level CFO” playbook – how Jon shifts from board-level strategy to ground-floor execution without missing a beat.👉 Why empathy for sales, product & customers is a super-power for finance leaders.👉 The art of balancing professionalising a business without killing the scrappy magic that made it special.👉 How your cap-table incentives should shape growth targets and risk tolerance.👉 Jon’s method for carving out time to write, share and build in public—and why more CFOs should do it👉 Practical tips for turning finance into an enablement function (not the department of “no”)About our guest: Jon Gross is CFO at RepeatMD, a Houston-based SaaS platform helping aesthetics, med-spa and wellness clinics drive repeat business through rewards and financing tools. A former investment banker, PE operator and chief-of-staff, Jon brings rare range—from capital markets to zero-to-one execution.Connect with Jon ➡️ https://www.linkedin.com/in/jon-gross10/Connect with Alex ➡️ https://www.linkedin.com/in/alexlouisy/Connect with Lauren ➡️ https://www.linkedin.com/in/laurenepearl/00:00 Intro & the “operator” mindset03:10 What a “three-level CFO” really does09:15 From spreadsheets to real-world execution14:40 Wearing multiple hats without losing focus23:30 Risk-taking in a CFO seat (NetSuite, AI & more)28:05 Partnering with founders: enabling, not blocking32:15 Why CFOs should write and share publicly36:40 Rapid-fire: habits, inspiration & growth hacks38:30 Wrap-up & how to subscribeWatch the full video version of this episode on YouTube: https://youtu.be/bmHXjDPnQe0?si=bODFdQU02rsQnTbzThe Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠upflow.ioWant to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Finance is evolving—and so is the CFO. In this episode of The Growth-Minded CFO, Rillet CEO Nicolas Kopp joins hosts Alex Louisy and Lauren Pearl to talk about what’s next for finance leaders. Fresh off a $25M Series A, Nicolas shares why Rillet is rebuilding the general ledger from the ground up with AI at the core.00:19 Meet Nicolas Kopp: CEO of Rillet01:23 The Vision Behind Rillet03:19 Challenges and Opportunities in ERP03:48 Building a Better General Ledger05:01 Understanding ERP and Its Scope08:43 Growth-Minded CFOs and New Tech15:29 The Role of AI in Modern Finance22:05 Exploring the Concept of Headless ERP25:39 The Future of Finance Teams and Automation33:24 The Role of AI in Finance37:14 Fundraising Success and Future PlansDon’t forget to like, subscribe, and hit the notification bell for more episodes of The Growth-Minded CFO.Watch this episode on YouTube → https://youtu.be/jmD1uUvum1E?si=Lh9MvOm0fjHeQDDIConnect with Nicolas on LinkedIn: https://www.linkedin.com/in/nicolas-kopp/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Being great with numbers may open the door—but it’s your emotional intelligence that keeps you in the room.In this episode, Erik Nakamura—CFO of Journal Technologies—joins hosts Lauren Pearl and Alex Louisy to explore how emotional intelligence (EQ) is transforming the modern CFO role from number cruncher to strategic business partner.With 25+ years of experience across startups, public companies, IPOs, and CFO consulting, Erik shares real-world insights on how today’s finance leaders can lead with empathy, drive culture, and communicate with clarity.In this episode, you’ll learn:Erik’s three pillars for choosing the right company as a CFO.Why EQ matters more than IQ in building high-performing teams.How CFOs can become trusted communicators, not just financial enforcers.Why Erik says CFO should also mean Chief Feelings Officer.How coaching his kids in sports shaped his leadership style.The value of mentorship, humility, and curiosity in finance.“You want to treat people how they want to be treated. That takes emotional intelligence. That’s how you build trust—and trust is everything.” — Erik NakamuraWhether you're hiring your first CFO, leading a finance team, or just exploring how to grow your leadership skills, this episode is packed with tactical advice and human-first leadership insights.Chapters:00:53 Meet Erik Nakamura: A Journey Through Finance01:21 Erik's Career Highlights and Lessons Learned03:27 The Three Pillars of Choosing the Right Company07:43 Assessing Company Culture and Leadership12:07 The Importance of Emotional Intelligence (EQ)16:28 The Evolving Role of the CFO18:52 The Importance of Storytelling in Finance19:30 Adapting Communication for Different Audiences20:23 Coaching and Mentorship in Leadership22:34 The Role of EQ in a CFO's Daily Practice24:15 Building Relationships and Culture in Finance26:37 The Journey to Confidence and EQ Mastery31:19 The Impact of Coaching on Professional GrowthWatch this episode on YouTube → https://youtu.be/lYktfwG2w44?si=Sz3CdbO-anAITqTrConnect with Erik on LinkedIn: https://www.linkedin.com/in/eriknakamura/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of The Growth-Minded CFO, we’re joined by Anne Samak de la Cerda, Partner at FLG Partners, for a deep dive into the rise of fractional CFOs.With two seasoned fractional CFOs on the mic (our co-host Lauren Pearl included) we explore how the role has evolved, when it makes sense to hire one, and what early vs late-stage companies actually need from finance leadership.You’ll learn:Why not every company needs a full-time CFOHow fractional CFOs deliver fast, strategic impactThe difference between early vs late-stage finance needsWhen to bring in a fractional vs full-time hireWhy demand for fractional CFOs is growing globallyHow fractional CFOs are adapting to AI, tech, and leaner budgets01:03 Meet Anne and Lauren01:54 Anne's Journey to Becoming a Fractional CFO05:42 Lauren's Path to Fractional CFO09:00 Early Stage vs. Late Stage CFO Roles15:29 Navigating Crises and Transformations24:11 Transitioning Out of Business: When and How24:47 Challenges of Ending Client Relationships25:20 Evaluating Team Readiness and Setting Expectations27:39 Lauren's Perspective on Client Transitions30:34 Balancing Multiple Clients and Diversifying Revenue37:34 The Importance of Networking for Fractional CFOs40:04 The Evolving Role of Fractional CFOs44:49 Global Perspectives and Future TrendsWhether you're a founder, finance leader, or considering going fractional yourself—this episode is packed with insights from the trenches.Don’t forget to like, comment, and subscribe for more conversations with today’s most strategic finance leaders.Connect with Anne on LinkedIn: https://www.linkedin.com/in/samakdelacerda/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the video version of this episode on YouTube: https://youtu.be/kYrQay8k92g?si=PtsrI2KXXEgdC2FmThe Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Bringing on a CFO is one of the most critical decisions a startup can make—but how do you know when it’s the right time? And more importantly, how do you find someone with the right skills to drive growth, manage complexity, and scale alongside your company?In this episode of The Growth Minded CFO, hosts Alex and Lauren sit down with Dav Masaon, Co-Founder of executive search firm Zanda, to explore what it really takes to hire the right CFO in today’s fast-changing startup landscape.Together, they dive into:When and why to bring on your first CFOThe biggest hiring mistakes founders makeHow the role of the CFO is evolving in the age of AI and automationWhy financial discipline is more important than everWhat differentiates a great startup CFO from a corporate oneDav shares expert insights into the traits to look for in finance leaders—from scrappiness and stage-fit to international hiring nuances—offering practical tips for founders, investors, and finance leaders alike.Whether you’re scaling a startup or refining your leadership team, this episode is packed with must-know advice for building a high-performing finance function in 2025.01:06 Meet Our Guest: Dav Masaon, Co-Founder of Zanda02:23 When to Hire a CFO: Key Considerations08:49 The Evolving Role of the CFO12:24 Challenges and Pressures Faced by CFOs17:27 Financial Relationship Management: A New Era19:14 Recruiting Trends and CFO Backgrounds20:21 Challenges of Transitioning from Corporate to Startup CFO20:57 Key Traits for a Successful Startup CFO21:24 The Role of AI and Automation in Finance22:32 Importance of Background and Experience for CFOs24:58 Hiring the Right CFO at the Right Stage27:48 Evaluating Candidates' Understanding of Startups31:06 Pitching to Candidates Like Investors31:20 Comparing US and UK Markets for CFOsSubscribe for more insights on startup finance, leadership, and growth.Connect with Dav on LinkedIn: https://www.linkedin.com/in/davmasaon/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the full video version of this episode on YouTube: https://youtu.be/JwItKrlAZjk?si=_5rvedB8vWv63iSAThe Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/.Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of The Growth-Minded CFO, co-hosts Lauren Pearl and Alex Louisy sit down with Nicolas Boucher, finance professional turned AI educator, to explore how artificial intelligence is transforming the world of corporate finance.When ChatGPT first launched, most attention went to marketing and content creation. But Nicolas saw something different. He became one of the earliest voices in applying AI to finance—eventually building a following of 1M+ on LinkedIn and publishing guides that have shaped how finance teams use AI today.Topics covered in this episode:How Nicolas transitioned from early adopter to global finance AI expert.The moment AI evolved from writing to real quantitative analysis.How misusing AI can damage your credibility—and how to avoid it.The importance of workflow context and your business environment: Why Microsoft Copilot could work when ChatGPT might not.Why CFOs must “manage” AI tools like they would a team member.“AI won’t replace you, but misusing it might.” — Nicolas Boucher00:59 Meet Nicholas Boucher: AI and Finance Expert01:42 Nicolas' Journey into AI and Finance03:53 The Impact of AI on Finance08:00 Real Use Cases of AI in Finance11:57 Hype vs. Reality in AI Tools16:37 Focused AI Solutions for Finance19:13 Data Challenges in AI Implementation21:45 Corporate Licenses and AI Adoption25:23 Common Mistakes in Using AI for Finance30:05 The Role of the CFO in AI Integration32:39 Practical Steps for CFOs to Leverage AI35:12 Managing AI as a Team MemberDon’t miss this one if you want to future-proof your finance team.Subscribe for more conversations with forward-thinking CFOs and finance leaders.Connect with Nicolas on LinkedIn: https://www.linkedin.com/in/bouchernicolas/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the video version of this episode on YouTube: https://youtu.be/UhEavWaZEbQThe Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/.And find out about our own AI functionality in Upflow at https://upflow.io/features/upflow-ai.Feedback or praise for the podcast? Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

The path to becoming a CFO today is rarely a straight line. Finance leaders are increasingly coming from diverse backgrounds, bringing a broad range of skills to the role. After all, the best CFOs don’t just manage numbers; they shape strategy, foster talent, and drive innovation across an organization.In this episode of The Growth-Minded CFO, hosts Lauren and Alex sit down with Kate Gulliver, CFO and CAO of Wayfair.It's an insightful conversation about leadership, adaptability, and impact. Kate shares her journey from investor relations to overseeing finance, legal, talent, and corporate communication—offering a rare look at the evolution of a top executive.She reflects on the challenges of stepping into new roles, the power of an entrepreneurial mindset in a high-growth company, and the lessons learned from integrating finance with people strategy. Kate also opens up about balancing a demanding career with motherhood and the importance of fostering an inclusive, authentic workplace.Tune in for a deep dive into how finance leaders can drive value beyond the numbers and shape thriving organizations.00:58 Meet Kate Gulliver: Wayfair's Multifaceted Leader01:53 Journey Through Wayfair: From IPO to CFO06:55 Transitioning to Talent: A Leap of Faith10:28 Learning and Leading in Talent Management16:08 The CFO Perspective: Integrating Talent and Finance17:11 Navigating the CFO Role: Insights and Reflections18:50 The Importance of Cross-Departmental Communication21:30 Wayfair's Latest Launch: Wayfair Verified24:49 Operationalizing New Ideas at Wayfair29:59 Balancing Work and Life33:23 The Importance of Authenticity at WorkConnect with Kate on LinkedIn: https://www.linkedin.com/in/kate-gulliver-3b242762/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the full video version of this episode on YouTube: https://youtu.be/tQPhCDNkSUsThe Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

What does it take to be a truly great CFO today? It’s not just about balancing the books—it’s about driving strategy, managing risks, and telling the financial story in a way that inspires confidence. In this episode, Carla Cooper, CFO of Contentful, shares her journey from Wall Street equity analyst to CFO, discussing her role in scaling Contentful, navigating IPOs and acquisitions, and offering valuable tips on transitioning into a CFO position. She emphasizes the importance of networking, continual learning, and telling a compelling financial story. Carla also provides practical advice for finance professionals contemplating job changes and reflects on the evolving responsibilities of a CFO. 00:41 Meet Carla Cooper, CFO of Contentful01:27 Carla's Career Journey and Transition to CFO03:09 Insights on Transitioning from Wall Street to Operations08:28 The Importance of Networking and Informational Interviews11:00 Navigating Acquisitions and IPOs11:49 The Role of Finance in Scaling and Transformation13:41 Adapting to New Financial Systems and Processes15:57 Learning Opportunities in Acquisitions19:03 The Growth-Minded CFO: Embracing Change and Learning22:23 Preparing for the CFO Role: Principles and Strategies25:58 Building a Thesis and Understanding Stakeholders33:01 The CFO's Role in Vision and Strategy38:29 Conclusion and Final ThoughtsConnect with Carla on LinkedIn: https://www.linkedin.com/in/carla-newmeyer-cooper-843a591/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the full video version of this episode on YouTube: https://youtu.be/pB5UagvsWYg?si=wKAe_RddYe0SzMCJThe Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Finance teams are drowning in data—but turning it into clear, strategic insights is the real challenge.In this episode of The Growth-Minded CFO, hosts Lauren and Alex sit down with Gabi Steele, CEO and Co-founder of Preql (and formerly Head of Data Visualization Engineering at WeWork), to explore how CFOs can build a rock-solid data foundation, harness AI effectively, and lead with confidence in an AI-powered world.Gabi shares why AI is only as good as the data behind it, how multidisciplinary teams are shaping the future of finance, and why storytelling is the key to turning numbers into action. Whether you’re just starting your AI journey or looking to refine your approach, this conversation is packed with insights to help you stay ahead.Key takeaways:Why clean, structured data is the foundation of AI successHow CFOs can foster collaboration between finance, data, and strategy teamsThe role of AI in automating tasks while enhancing strategic decision-makingHow storytelling can make finance teams more impactfulAI isn’t replacing finance professionals—it’s redefining their roles. Tune in to learn how CFOs can embrace AI and data-driven leadership to drive long-term success.00:42 Meet Gabi Steele: CEO and Co-founder of Preql01:25 Gabi's Journey: From Art to Data02:02 The Birth of Preql05:34 Bridging the Gap: Data and Finance08:05 Multidisciplinary Teams: The Key to Success10:14 The Importance of Reliable Data11:50 Finance and Data Integration Best Practices15:56 The Importance of Strategy in Finance18:58 Diving into AI and Single Source of Truth23:37 Practical Implementation of AI for CFOs29:19 Concluding Thoughts and Future InsightsConnect with Gabi on LinkedIn: https://www.linkedin.com/in/gabriellasteele/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the video version of this episode on YouTube: https://youtu.be/PGOmS2MW_-c?si=hpIJFd0aWBMpPxL6The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Great CFOs do more than manage the numbers—they lead, adapt, and shape the future of their organizations. In this episode, Ilana Esterrich, CFO of Planned Parenthood, shares how she steers her team through uncertainty and change while keeping a sharp focus on strategy and leadership.With a background in the military, Ilana brings a unique perspective on building strong teams, fostering a growth mindset, and navigating the shifting financial and regulatory landscape.Tune in for a candid conversation about what it really takes to be a CFO who drives impact, resilience, and innovation in today’s world.Connect with Ilana on LinkedIn: https://www.linkedin.com/in/ilanaesterrich/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Find the video version of this episode on YouTube:The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠upflow.ioWant to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode, we reflect on the first season of the podcast. We discuss what we learned from the first 7 episodes featuring top CFOs and finance leaders. As you listen, feel free to pause this episode and jump into the earlier episodes we highlight - our aim here is to give you a good overview of the best bits from the podcast so far! Key highlights include the importance of getting out of the finance office, the value of startup experience, the need for patience in new CFO roles, the cultural challenges in digital transformation, and the blurring lines between data science and finance. We also share our excitement for season two and let you know how you can get in touch to share feedback. 00:00 Welcome to the Growth Minded CFO Podcast 00:46 Reflecting on Season One's Success 01:11 Studio vs. Remote Recording 02:26 Unexpected Engagement and Accolades 04:38 Top Five Insights from Season One 06:34 Insight 1: CFOs Need to Engage Beyond Finance 12:21 Insight 2: Value of Startup Experience for CFOs 19:32 Insight 3: Patience and Cultural Absorption in New Roles 28:15 Insight 4: Digital Transformation is About Culture 33:04 Insight 5: Blurring Lines Between Data Science and Finance 38:12 Looking Forward to Season Two 40:58 How to Get in Touch with Us 42:22 Conclusion Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Find the video version of this episode on YouTube: https://youtu.be/5rpzJEvqgG4?si=PzfzUaHhqiNkADFw The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠upflow.io Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of the Growth Minded CFO podcast, hosts Lauren Pearl and Alex Louisy speak with Carl Seidman, an industry-leading finance educator and consultant. Carl talks through his professional journey from Big Four consulting to establishing his own successful practice focused on FP& A processes and upskilling teams. The discussion then focuses into the evolving role of finance professionals, emphasizing the importance of technical skills (but not only!), critical and strategic thinking, and effective communication. Carl also highlights the continuous nature of learning and development, and the impact of AI and digital transformation on the finance function. 00:00 Introduction and Initial Thoughts 00:39 Welcome to the Growth Minded CFO 00:59 Meet Carl Seidman 02:06 Carl's Career Journey 02:52 Helping Companies Upskill 03:53 Differences in Company Sizes 08:01 Mindset Evolution in Finance 14:20 Training and Development in Finance 40:16 The Role of AI and Digitization 45:37 Conclusion and Final Thoughts Connect with Carl on LinkedIn: https://www.linkedin.com/in/carlseidman/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the video version of this interview on YouTube: https://youtu.be/XPPsfNVwt-M This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠https://upflow.io/⁠⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Howard Katzenberg, CEO of Glean.ai. With our co-host Alex Louisy representing the world of Accounts Receivable, Howard brings the other side of the coin with Accounts Payable, as they both discuss what innovative approaches to these seemingly transactional processes can do for your business. Howard shares his transition from CFO to founder, the importance of changing mindsets in AP processes, and the development of Glean.ai. Alex discusses revolutionizing Accounts Receivable, focusing on customer relationships, and the impact of smart tooling. Together, they explore the evolving role of the CFO and the strategic integration of finance within businesses. 00:00 Mindset Shift in AR and AP 00:33 Introduction to the Growth-Minded CFO Podcast 01:04 Meet Howard Katzenberg, CEO of Glean AI 02:06 Understanding Vendor Expenses with Glean AI 03:08 Revolutionizing Accounts Payable and Receivable 03:51 The Role of Analytics in Finance 06:44 Challenges in Traditional AR Processes 08:36 The Value of Automation and Insights 21:36 Building a Strong Spend Culture 26:20 The Strategic Role of the CFO 30:36 Howard's Journey from CFO to CEO 35:40 Conclusion and Final Thoughts Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardkatzenberg/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the video version of this interview on YouTube: https://youtu.be/YVrL6tjqDkw?si=P7Jnww_8pdSduMCA This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠https://upflow.io/⁠⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of The Growth Minded CFO, we dive deep with Tatia Mays-Russell, the visionary CFO of the Major League Baseball Players Association. Discover how Tatia's unique journey from a material science engineer to a strategic finance leader has shaped her approach to business. Learn about her strategies for transforming the finance function into a strategic partner, empowering her team, and leveraging technology to drive innovation. Key Takeaways: The evolving role of the modern CFO The importance of a strong organizational culture The power of empowering your team The impact of technology on finance The need for continuous learning and adaptation Listen now to gain valuable insights and inspiration for your own career. Connect with Tatia on LinkedIn: https://www.linkedin.com/in/tatia-mays-russell-5a86362/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the full video version on youtube: https://youtu.be/g5VtzJPuXa4?si=CZA4FtggQYQeGrqT This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠https://upflow.io/⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Charly Kevers, CFO of Carta. Charly has served as CFO through some of the highest growth phases of Carta's journey - seeing them go from Series B to G in his 7 years there. Charly shares insights on the evolving role of the CFO, focusing on profitable growth, employee retention, and operational excellence. He also discusses Carta's strategic initiatives, including their recent acquisition of Tactyc, and the importance of cross-functional collaboration in finance. Tune in to learn how Charlie's diverse background and innovative approach are driving success at Carta. Don't miss his advice on leveraging CFO networks for problem-solving and growth. Discover Carta's data and research, as referenced by Charly in this episode, here: ⁠https://carta.com/data/⁠⁠00:00⁠ The Role of the Modern CFO ⁠00:44⁠ Introduction and Welcome ⁠00:59⁠ Special Guest: Charly Kevers, CFO of Carta ⁠03:03⁠ Charly's Journey to Becoming a CFO ⁠05:40⁠ The Strategic Role of a CFO ⁠07:56⁠ Operational Involvement and Team Collaboration ⁠10:24⁠ Adapting to Growth and Scaling Challenges ⁠12:39⁠ Cross-Functional Integration and Communication ⁠29:10⁠ Leveraging Data and Insights at Carta ⁠37:16⁠ Acquisition of Tactyc and Future Plans ⁠40:20⁠ Conclusion and Final Thoughts Connect with Charly on LinkedIn: ⁠  / charlykevers  ⁠ Find out more about Carta: ⁠https://carta.com/sg/en/⁠ Connect with Alex on LinkedIn: ⁠  / alexlouisy  ⁠ Connect with Lauren on LinkedIn: ⁠  / laurenepearl  ⁠ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. Find the full audio versions on your favorite podcast app, by searching 'The Growth-Minded CFO'. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠https://upflow.io/⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Lauren and Alex sit down with Nick Wijnberg, a former Wall Street banker turned CFO and partner at Lorimer Ventures. Nick shares his journey from high school investor to equity derivatives trader, structured credit specialist, commercial banker, and ultimately a company builder. He discusses the importance of understanding investments and the VC ecosystem, the return on investment (ROI) required in early-stage startups, and the evolving role of a CFO within a company. The conversation covers various topics like the impact of higher interest rates on financial decisions, and how Nick has brought together dual roles as a fractional CFO and investor. Nick offers insights on preparing for board meetings, the importance of three-sheet financial models, and actionable advice for finance leaders gearing up for fundraising rounds. Tune in to explore the dynamic interplay between finance, strategy, and operational success through the lens of an experienced CFO and investor. 00:00 Introduction to Growth Minded CFO 01:04 Meet Nick Wijnberg: From Wall Street to Company Builder 02:00 Nick's Journey: From Investor to CFO 05:02 The Challenges of Being an Operator 08:21 The Importance of Empathy and Experience 15:01 Balancing Roles: Investor and CFO 19:55 Adapting to a High Interest Rate Environment 20:59 The Evolving Role of the CFO 24:03 Managing Financial Conversations with Founders 27:20 Empowering Teams Through Financial Strategy 29:09 The CFO's Role in Board Meetings 34:35 Preparing for Fundraising as a CFO 39:19 Conclusion and Final Thoughts Connect with Nick on LinkedIn: https://www.linkedin.com/in/nwijnberg/ Find out more about Lorimer Ventures: https://www.lorimerventures.com/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at https://upflow.io/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode, hosts Lauren and Alex sit down with Chris Ortega, the CEO and founder of Fresh FP&A. Chris shares his inspiring career journey, from his early passion for finance to roles at Ernst & Young and leadership positions in fast growing software and pharmaceutical companies. He discusses the foundation and philosophy behind Fresh FP&A, highlighting its focus on being Financial Partners and Advisors - and why all internal finance teams should position themselves the same way! The conversation delves into the necessity of thinking like a business person for success in finance leadership, and why a collaborative approach that builds strong business partnerships with other departments is key. Chris also emphasizes the role of emotional intelligence, authenticity, and learning from failure as key components of effective leadership. This episode is rich with personal anecdotes and professional insights, illustrating how CFOs can inspire and empower their organizations beyond traditional financial metrics. We hope you enjoy the episode! 00:00 Welcome and Guest Introduction 00:22 Chris Ortega's Background and Career Journey 02:12 The Role of CFOs and CEOs 06:56 Transitioning to CEO and Fresh FP&A 14:43 Building Collaborative Finance Teams 18:41 The Consultative Approach in Finance 19:38 The Power of Empathy in Finance 20:55 The Concept of First Team 22:11 Balancing IQ and EQ 25:39 Embracing Failure as a CFO 30:24 Inspiring Leadership and Authenticity 33:45 Conclusion and Final Thoughts Connect with Chris on LinkedIn: https://www.linkedin.com/in/freshcfo/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

In this episode of The Growth Minded CFO, hosts Lauren and Alex speak with Rita Kale, a seasoned CFO with experience in global firms like Roche and New York-based biotech startups. The conversation delves into the evolving role of the CFO, emphasizing the importance of understanding and engaging with business processes beyond traditional financial functions. Rita shares her unique journey from international finance roles to leading financial operations in India, as well as how her early career experiences with ERP implementations have given her a unique view on finance technology projects. Rita also highlights the importance of work-life balance, and how she discovered running as a tool for personal reflection and problem-solving. The episode also touches upon the challenges and rewards of transitioning from large corporations to startups, which Rita has done several times in her career to date, showcasing the need for adaptability and strategic thinking in modern CFO roles. Conect with Rita on LinkedIn: https://www.linkedin.com/in/ritakale/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Get the lowdown on what our new podcast is about in this introductory episode. Forget the dusty stereotype of the CFO sitting in the corner, chained to a spreadsheet. Today's financial leader is a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. Want to get in touch? Read out to our producer at joseph.sweeney@upflow.io