In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
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In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
Making Sense of SaaS Billing Data with Brian Campbell, Co-Founder of Mosaic
The Role Forward: A Strategic Finance Podcast
45 minutes
2 years ago
Making Sense of SaaS Billing Data with Brian Campbell, Co-Founder of Mosaic
In this episode of The Role Forward, Joe Michalowski hosts Brian Campbell, the co-founder at Mosaic. The two delve deep into the world of strategic finance, discussing the challenges and solutions of handling high-volume data.Brian shares his experience working with Stripe, a platform often used by B2C and product-led growth companies. He highlights the rigidity of billing systems and the difficulty of changing historical data. The conversation then shifts to the importance of data cleanlines...
The Role Forward: A Strategic Finance Podcast
In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
