How do you automate credit decisions, manage change across a growing organization, and build stronger partnerships between finance and sales?In this episode of Inside the CFO Office, I spoke with Deana Reynolds, Director of Credit at Edges Electrical Group, one of Northern California’s largest independent electrical distributors.Deana’s journey is remarkable — from flying jets in the U.S. Air Force to leading credit at a fast-growing company that successfully merged two businesses without a single layoff. With nearly two decades of experience in credit, she shares how she’s embraced technology, automation, and AI to transform credit operations.Here’s what we unpacked in this episode:👉 How Edges Electrical Group automated credit applications and transformed manual processes into fully digital workflows👉 Why change management and buy-in are the hardest (and most rewarding) parts of digital transformation👉 The human side of credit decisions — where data and tech meet judgment👉 How AI can flag low-risk and high-priority customers to speed up onboarding and improve cashflows👉 Why collaboration between credit and sales drives both revenue growth and risk controlOne insight from Deana that really stood out:🗣️ “Never stop learning. Embrace change, embrace technology, and always keep an open mind — that’s how finance leaders grow.”If you’re leading AR, credit & collections, or exploring how automation and AI are transforming finance operations, this episode is full of actionable insights from a practitioner who’s seen it all — from paper applications to AI-driven workflows.#podcast @#insidethecfooffice #cfotech
How do you transform Accounts Receivable into a strategic, customer-facing function while leveraging AI and technology to drive impact?
In this episode of Inside the CFO Office, I speak with Tracy Mitchell, Director of Accounts Receivable at Trinity Logistics, about exactly that.
Tracy’s career journey—from AP and billing roles to leading AR for a global logistics firm—gives her a unique perspective on building resilient AR teams that balance people, processes, and technology. She shares practical insights on driving efficiency, collaborating with Sales, and embracing AI in credit & collections.
Here’s what we unpacked in this episode:
One insight from Tracy that really stood out:“AR leadership isn’t just about numbers — it’s about building strong partnerships, embracing technology, and leading with emotional intelligence.”
If you’re leading AR, credit & collections, or exploring how AI and digital transformation are reshaping finance operations, this episode is packed with actionable takeaways.
How do you lead global credit & collections teams across geographies, drive digital transformation, and prepare for the future of AI in finance?
This episode with Mark Beaubouef, Senior Global Director of Credit, Collections & AR at Trellix, dives into exactly that.
Mark’s career spans leading finance functions at Evoque, IBM, NEC Corporation, Rexel USA, Samsung Electronics & more — giving him a rich perspective on building resilient global AR organizations. He’s managed teams across the US, Ireland, and India, overseen large-scale ERP rollouts, and driven multiple transformation programs in credit & collections.
Here’s what we unpacked in this episode:
👉 The power of empathy when managing global teams across cultures and regions
👉 Mark’s journey and stories at Trellix and other firms 👉 Mark’s biggest transformation stories in credit & collections — and lessons learned 👉 How ERPs could evolve to better serve credit, collections & AR leaders 👉 The role of AI in credit & collections (including how Mark uses tools like ChatGPT to review financial statements in seconds for credit assessments) 👉 Why policies, technology, and people empathy together unlock the full value of A/R
One insight from Mark that really stood out: 🗣️ “Empathy isn’t just a leadership skill — it’s the glue that holds global teams together.”
If you’re leading AR, credit & collections, or exploring how AI and digital transformation are reshaping finance operations, this episode is packed with practical takeaways.
This episode features Josh Rappoport, VP of Finance at Acumatica – a finance leader with a career that spans private equity, venture capital, SaaS, fintech, and strategic advisory.
Josh brings a rare blend of investor mindset and operator experience – having worked with firms like Summit Partners, Microsoft, BillGO, and now leading FP&A at Acumatica, one of the top cloud ERP providers in the world.
In this episode, Finance Leadership at High-Growth SaaS Firms, we explore:
🔹 The 3 priorities for any finance leader in SaaS: GTM efficiency, resourcing, and the new cost dynamics of delivery
🔹 Why finance must move beyond reporting - and lead with storytelling, not just spreadsheets
🔹 Why finance needs to be the “Rosetta Stone” of the business - translating between teams and enabling strategic decisions
🔹 The evolving CFO tech stack, and why AI is only as powerful as the “shoulders” wielding it
🔹 Candid advice for aspiring finance leaders - from storytelling with data to embracing what you don’t know
This conversation is packed with real insight for anyone shaping the future of finance, especially in high-growth SaaS.
This episode features Jason Wooten, Head of Finance Operations at ClickUp - a finance leader who has truly lived the evolution of Finance Ops.
With a career that spans business development, procurement, collections, deal desk, and enterprise transformations, Jason brings a unique cross-functional view to finance that’s rooted in operational grit and strategic thinking.
In this episode, "Finance Ops Leadership in a Digital World", we unpack:
🔹 Jason’s unconventional journey from cold-calling sales rep to leading Finance Ops at one of the most innovative SaaS companies
🔹 What it really takes to scale cash collections and balance logo vs. cash retention
🔹How Jason led a high-stakes office relocation project - sourcing off-market real estate and negotiating government incentives, the hardest but most rewarding project of his career
🔹 The tech transformation that reshaped finance-customer collaboration
🔹 His take on why the CFO tech stack is outdated and how AI can bring the biggest transformation
🔹 Tactical career advice for anyone aspiring to lead finance operations in the modern age
If you're building or leading finance operations in 2025 and beyond - this one’s packed with real talk, hard-won lessons, and honest reflections.
#InsideTheCFOOffice #Podcast #FinFloh #FinanceOps #CFO #CFOTech #SaaSFinance #AIinFinance #FinanceLeadership #ClickUp
This episode features Alex MacGillivray, VP Finance at Clio - one of the leading cloud-based legal tech firms globally. With a career spanning Deloitte, Easy Markit, and Clio, Alex’s journey is a masterclass in evolving from compliance to strategic leadership.Since joining Clio in 2018, Alex has helped scale the finance org from 5 to 60+ people, led multiple acquisitions, and played a pivotal role in Clio’s record-breaking $900M Series F funding - the largest private tech financing in Canadian history.In this episode, titled “Controllers as Finance Leaders,” we explore how modern Controllers are becoming architects of strategy, culture, and growth.Key Highlights:1️⃣ From Audit to Impact - How Alex went from auditing silver mines and tribal governments to leading billion-dollar SaaS finance2️⃣ Redefining Controllership - Why modern Controllers must go beyond accuracy to influence, storytelling, and business partnership3️⃣ Tech at Scale - The challenges of scaling finance in a hypergrowth SaaS environment (including posting 6M+ journal entries/year!)4️⃣ ERP Pain & AI Potential - Why today’s ERP systems are stuck in the past — and where AI could finally bridge the CFO tech gap5️⃣ Values Drive Culture - How excellence, integrity, and empathy became the backbone of Alex’s leadership philosophy💡 One of my favorite insights from the episode: “Your numbers don’t speak for themselves. The best Controllers help the business understand itself through the stories those numbers tell.”A huge thank you to Alex for an inspiring conversation — packed with practical advice, deep reflection, and a clear vision for what finance leadership should look like in 2025 and beyond.
This episode features Jeff Pollack - a finance veteran whose career spans investment banking, capital markets, and blockchain innovation. Former CFO of IOHK and now Strategic Advisor to the Hoskinson Family Office, Jeff brings a rare blend of traditional financial discipline and future-facing tech insight.
In this episode titled “CFOs as Co-Pilots to CEOs,” we explore the evolving expectations from CFOs - from being the financial conscience to strategic business partners at the leadership table.
Key Highlights:
1️⃣ From Analyst to Advisor – Jeff’s journey from Wall Street to blockchain and the lessons that shaped his leadership
2️⃣ Speaking the CEO’s Language – How great CFOs focus on what matters and influence decisions that move the business
3️⃣ Fixing the CFOTech Gap – Why disconnected systems fail and how AI needs clean, connected data to deliver
4️⃣ People Over Platforms – Why finance teams need upskilling before tech can truly transform how they work
💡 One of the favorite takeaways from the episode:
“There’s nothing more powerful than the CEO turning to the CFO and saying - maybe you can help me with this business strategy.”
Huge thanks to Jeff for sharing his journey, insights, and forward-thinking lens on the modern CFO’s role. This episode is packed with grounded stories and sharp reflections - a must-listen for every finance leader navigating rapid change.
www.finfloh.com/podcast
This episode features Alexander J. Freeman, CFO at Wursta, and a global finance leader with 20+ years of experience across American Express, Visa, Dell Technologies, HID Global, and Diebold Nixdorf.
Alex has led finance transformations across markets - from New York and Moscow to Dubai and Austin. In this episode titled "The Fine Balance of a CFO Between Finance & Operations," we unpack the real-world realities of scaling finance in high-growth companies.
Here’s what we explore:
1️⃣ From Risk to Strategy - How Alex’s path from controllership to global finance helped him lead with adaptability
2️⃣ Scaling with People First - Lessons from maturing a finance org in a high-growth company, and why team structure matters
3️⃣ Finance + Ops Synergy - How understanding operations deeply helps finance leaders become true business partners
4️⃣ Modern CFOTech - Why it’s crucial to align tools to your business context and evaluate ROI upfront
5️⃣ AI for Finance - How Alex and his team are experimenting with Gemini and building AI fluency across functions
6️⃣ Advice for Future Leaders - Keep learning, stay open to unexpected opportunities, and don’t wait to lead
💡 Favourite lines from the conversation: “Great things often come from unexpected places - books, conversations, or mentors. Keep the doors open and stay curious.”
A huge thank you to Alex for sharing his journey, lessons, and forward-looking views. This episode is packed with grounded, practical insights - and a global lens that’s rare and refreshing.
Episode 12 features Scott Meyers, CFO & Corporate Secretary at Plurilock, a publicly listed cybersecurity firm. He is a seasoned finance leader with over 20 years of experience across cybersecurity, gaming, energy, and tech—and has a proven track record of leading transformations that deliver results, like achieving $2M in cost savings within 90 days.
In this episode, ‘Getting Financial Transformation Right: A CFO’s Perspective,’ we dive into:
1️⃣ CFO Transformation: What real transformation looks like from the CFO’s seat
2️⃣ Modern CFOTech: What today’s CFOs look for in a modern CFOTech stack
3️⃣ AI in Finance: How AI is evolving within the finance function
One of my favorite moments was Scott's analogy of the "golden age of finance tools," highlighting the abundance of new technologies available to finance leaders. It's a great perspective on the exciting times we're in!
A big thank you to Scott for sharing his valuable expertise and advice! This episode is a must-listen for CFOs, finance leaders, and anyone interested in the future of finance.
www.finfloh.com/podcast
#InsideTheCFOOffice #Podcast #FinFloh #FinanceLeadership #CFO #FinanceTransformation #CFOTech #AIinFinance
The Episode 11 podcast with Gary Lu, CFO, Biomerica focuses on ‘CFO Leadership at Public Firms: Strategy, Scale & AI’. We explore how CFOs aren’t just responsible for numbers—they’re managing investor expectations, navigating compliance, and embracing AI and automation to stay ahead.
🚀 Key takeaways from the episode:
1️⃣ CFOs as Strategic Leaders – The modern CFO’s role goes far beyond financial reporting. Gary shares how today’s finance leaders must balance growth, compliance, and operational efficiency, while also driving technology adoption and business strategy.
2️⃣ Public vs. Startup Finance – The difference isn’t just about size. Public companies require strict regulatory compliance and investor relations, while startups demand agility and risk-taking. The best CFOs understand how to blend both mindsets to drive success.
3️⃣ AI is changing the game—but only for those who embrace it – From real-time financial insights to predictive analytics, AI is making CFOs more proactive and data-driven than ever before.
One of my favorite moments from this conversation? Gary’s take on how traditional ERPs, while powerful, can be costly and time-consuming to implement, often requiring extensive customization and resources. In contrast, modern SaaS solutions bring flexibility, faster deployment, and lower costs, making it easier for finance teams to adapt and scale without the complexities of legacy systems.
A huge thank you to Gary for this insightful discussion! If you’re a CFO, finance leader, or just passionate about where finance is headed, this episode is a must-listen.
In Episode 10 – The Evolving Role of CFOs in Fintech Firms, we explored how CFOs navigate financial strategy across different environments—startups vs. enterprises—and what the future of finance tech holds. If you're curious about the evolving CFO role and the next wave of financial innovation, this episode is packed with insights.
A few key takeaways:
1️⃣ CFOs as Strategic Co-Pilots – The modern CFO isn’t just a numbers person. Subodh shared how CFOs must balance growth ambitions with financial sustainability and risk, acting as key advisors to the CEO and driving long-term business success.
2️⃣ Startups vs. Enterprises – What’s different? Large corporations prioritize stability and scale, leveraging structure and resources for sustained growth. Startups, meanwhile, thrive on agility and bold execution, turning high-risk bets into industry-changing innovations. Subodh’s insights reveal how both paths offer unique challenges—one builds legacies, the other reshapes industries at speed.
3️⃣ AI’s Role in Finance – AI isn’t just hype; it’s already reshaping finance through predictive analytics, credit risk assessment, accounts receivable automation, pricing models, and compliance automation. But we’re only scratching the surface of its full potential.
4️⃣ Career Growth in Finance – There’s no single path to becoming a CFO—whether through corporate finance, investment banking, or startups—but the key skills remain the same: deep financial expertise, strong storytelling, and the ability to enable business growth.
For me, the standout moment was Subodh’s perspective on why today’s ERP and financial systems need to evolve beyond data collection and reporting, and embrace automation, intelligence, and predictive capabilities.
Finance leaders can’t afford to rely solely on historical data—they need real-time insights and forward-looking strategies to stay ahead.
A huge thank you to Subodh for sharing his expertise, experiences, and candid insights! If you’re in finance, fintech, or leadership, you won’t want to miss this one.
If you’ve ever wondered what it takes to lead finance at a global AI-first tech giant (or how to pivot from investment banking to CFO!), this podcast episode is packed with golden nuggets.
A few highlights from the episode:
1️⃣ The “CFO evolution”: Marc shared how the role has shifted from being a “numbers guardian” to a strategic co-pilot, especially in hyper-growth tech. Spoiler: It’s less about spreadsheets and more about strategic thinking, cross-functional alignment, and anticipating market shifts before they happen.
2️⃣ AI in finance – more than just automation: At InMobi, AI isn’t just a tool—it’s embedded into their financial strategy. But Marc made one thing clear: AI isn’t a magic fix. Without strong data infrastructure and optimized processes, even the best AI models fall short. He also shared why agentic AI—AI that can autonomously interact with external systems—could redefine finance in the years to come.
3️⃣ Leading teams across cultures: Having built finance teams in both the U.S. and India, Marc’s insights on bridging communication styles, decision-making rhythms, and even meeting dynamics were pure gold for global leaders.
One thing that stood out? Marc’s take on the “80/20 problem” in finance—how teams spend too much time on edge cases and routine tasks instead of driving real impact. His vision? Let AI handle the busywork so finance professionals can focus on the big, strategic decisions that actually move the needle.
Jon Gross, CFO at RepeatMD, with over 15 years of experience in finance and operations leadership has an impressive career that spans across industries like healthcare, technology, and venture-backed startups. From driving financial strategy at Mile High Labs to leading operational excellence at Keen and Redesign Health, Jon has consistently demonstrated expertise in scaling businesses, optimizing processes, and delivering impactful results. In this episode, Jon shares insights that will resonate with every finance professional, including: 🔹 His journey from intern to CFO and the turning points along the way 🔹 Two of the biggest challenges he's faced in his finance career 🔹 The evolving role of a CFO at firms moving beyond Series A funding 🔹 His take on the future of Quote-to-Cash and the current challenges in QTC processes 🔹 His experience as CFO at RepeatMD and its mission to empower aesthetic and wellness practices 🔹 Thoughts on improving today’s accounting software stack 🔹 Advice for aspiring finance leaders navigating today’s fast-changing landscape
Chris McCourt, CFO at Bergmeyer, brings over two decades of finance leadership across industries like technology, advertising, and real estate. He’s known for driving strategic growth, mastering P&L, M&A, and optimizing cash flow. His experience leading firms like Digilant, VaultLogix, and others highlights his expertise in financial transparency, risk management, and team performance. In this episode, Chris shares his incredible journey from Staff Accountant to CFO, the challenges he’s overcome, and his vision for the future of accounting. Here’s a sneak peek into what you can witness on this episode: 🔹 Key moments and turning points in Chris’s finance career 🔹 Insights into how accounting has evolved over the past decade and where it’s headed 🔹 Challenges in finance leadership during market shifts and how Chris tackled them 🔹 The role of generative AI in accounting – from automation to quick insights 🔹 His perspective on improving accounting software for better bookkeeping 🔹 Advice for finance professionals aiming to excel in today’s dynamic environment
Alyssa brings more than a decade of experience in finance, accounting, and audit across companies of diverse shapes and sizes. She currently serves as the CFO of Sisense, and prior to this, she held finance leadership roles at Akamai Technologies, Linode, Deloitte, and several other firms. She has also led major mergers and acquisitions, playing a pivotal role in some significant deals. Her deep expertise spans business finance, AR, AP, FP&A, and controllership, offering valuable insights for finance professionals navigating today’s dynamic financial landscape. In this episode, we'll delve into: 🔹 Alyssa's journey as a CFO, leading finance across multiple functions 🔹 Her experiences in large-scale M&A, including a $50B transaction 🔹 The challenges of implementing systems like ERP and automating A/R 🔹 Insights on navigating complex collections and improving DSO 🔹 The evolving role of AI in finance, from automating reports to decision-making
Darren brings over 25 years of experience across diverse firms. He currently serves as the CEO of The Thoughtful CFO and has been the CFO at ElectricPuppets. He has worked in finance leadership roles at firms like Unitron Global and Descartes Systems Group. In this podcast episode, we will explore his journey in leading finance functions at multiple firms and culminating in his current role as a Fractional CFO. We will also cover the biggest challenges he has faced, his experience with his customers, his take on the finance technology landscape, and his valuable advice for finance professionals. Stay tuned to learn more about: 🔹 Darren’s journey of leading finance functions of businesses of varying sizes 🔹 The top 2 challenges he has encountered along the way 🔹 His experience of solving various finance challenges of his customers 🔹 His perspective on the evolution of finance software landscape and purchasing 🔹 His valuable advice for finance professionals aiming for leadership roles
In our 4th episode - Bridging the gaps between finance, revenue & operations, we're honored to feature Ruchi Kasliwal, who currently serves in the Advisory Board for Doublefin and advises Klarity on Product and GTM Strategy. Ruchi brings over 20 years of stellar experience with a proven history of expertise in finance, operations & strategy, as well as assembling and empowering teams to navigate rapid growth within the SaaS, Subscription, and Enterprise Software sectors. She has held Finance Leadership positions at multiple Telenav, Confluent, MongoDB, & Singularity University. In the podcast, Ruchi shares about her exciting professional journey, challenges she has faced, her experience in revenue operations and its connection to finance operations, and her valuable advice for finance professionals aspiring to become future finance leaders. Stay tuned to learn more about: 🔹 Ruchi’s journey of handling businesses of varying sizes at different growth stages 🔹 The top 2 challenges she has encountered along the way 🔹 Her insights on the crucial role of revenue operations and its impact on finance teams 🔹 Her perspective on the evolution of finance software adoption and purchasing 🔹 Her valuable advice for finance professionals aiming for leadership roles
In our 3nd episode - Building & scaling finance functions at high growth software companies, we're honored to feature Josh Troy, who is currently the CFO at PatchRx. Before this, he was the co-founder at Urbint. Josh brings over 15 years of distinguished experience in leading business and finance teams across a variety of industries, including real estate, advertising, AI, and health tech. Throughout his career, he has been instrumental in driving multiple growth stories and overseeing significant acquisitions. In the podcast episode, we will be delving into his journey, challenges he has faced as a finance leaders, his insights into the role of finance leaders during tech acquisitions and his valuable advice for finance professionals. Stay tuned to know more about: 🔹 Josh's journey across various industries and diverse finance roles, and the challenges he faced 🔹 His point of view on role of finance teams during tech acquisitions 🔹 His insights into the evolving finance technology landscape and the future role of Artificial Intelligence 🔹 His advice for finance professionals aspiring to leadership roles
In our 2nd episode - Navigating the Finance, Sales & Strategy Conundrum, we're honored to feature Dustin Walsted, who has 15+ years of chequered experience across diverse industries like education, bank, railroad, real estate and marketing services. Dustin currently serves as the VP of Finance, Technology, Strategy & HR at Smart City Apartment Locating & Smart City Digital and has help key leadership roles at BNSF, Apple & more. In the podcast, Dustin shares amazing insights and perspectives from his diverse career of working across functions, and shares a glimpse into the inner workings of the CFO office. Stay tuned to know more about: 🔹 Dustin's journey across various industries and diverse roles, and the challenges he faced 🔹 Why and how he went beyond finance functions and worked with Sales, Technology & other functions? 🔹 His insights into the evolving finance technology landscape and the future role of Artificial Intelligence 🔹 His advice for finance professionals aspiring to leadership roles
In our inaugural episode - Journey beyond Balance Sheets, we're honored to feature Rachel Camarillo, a seasoned finance leader with over 25 years of experience in leading and managing finance functions across industries in the US. Bringing with her a wealth of knowledge, expertise and learnings, Rachel serves as the Head of Finance and Accounting at Filson, and has held key leadership roles at firms like Erin Air, Northstar Ice Equipment and others. In the podcast, Rachel shares amazing insights and perspectives from her illustrious career, and shares a glimpse into the inner workings of the CFO office. Stay tuned to know more about: - Rachel’s inspiring journey from an accounting assistant to a finance leader - Her take on her biggest challenges and importance of cashflow management - The current landscape and the future vision of finance technologies - Movement from legacy softwares to modern finance softwares - Her advice for finance professionals to build their way up to a Finance Leader