CFO Thought Leader

APRIL 16, 2024

Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice of PricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. Throughout his career, Tibrewal has emphasized the need for continuous learning and adaptation.

CFO 52

CFO Auditing Prioritization Compliance 52

CFO Thought Leader

FEBRUARY 20, 2024

Lessons from Craig Wert’s finance career reveal the power of adaptability, problem-solving skills, and the ability to seize opportunities in unexpected places. Throughout his career, he was frequently called upon to solve complex problems, whether operational challenges at RCN or financial crises at Vonage.

Leadership 52

Leadership CFO Problem Solving Finance 52

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. Read More.

Practice Management 87

Practice Management Tax Planning Planning Securities 87

CFO Thought Leader

JANUARY 21, 2024

Like many of her CFO peers, Karen Walker had an early career that was guided by abundant opportunities surrounding finance-driven decision-making within organizations. This shift in thinking, emphasizing a customer mind-set, would continue as she advanced in her career. Use an analogy like securing your house.

CFO 52

CFO Leadership Finance B2C 52

CFO Talks

JUNE 15, 2023

The current MD of AWCape shared his thoughts in a CFOClub Podcast on how CFOs should approach AI, what managing an acquisition is like and what he learned from his early career experiences as a game ranger. However, this hasn’t always been his career path. US firm Lescault & Walderman recently acquired AWCape.

Mergers and Acquisitions (M&A) 98

Mergers and Acquisitions (M&A) CFO Finance Technology 98

CFO Thought Leader

DECEMBER 18, 2023

Greg Robbins began his career inside the realm of Big Six accounting houses, an experience that he tells us laid the foundation for a career in financial operations and strategy. CFOTL: Tell us about Odyssey Wellness … what does this company do, and what are its offerings today? There’s a hydration product.

CFO 52

CFO Leadership Leverage Accounting 52

CFO News Room

NOVEMBER 23, 2022

One of Duncan’s favourite aspects about being a Global Finance Director is the opportunity he has had to develop and build the finance teams. This attitude has been a hallmark of Duncan’s career, where he has worked in many different financial roles across different industries. . Join us at the GENCFO Academy. See you on there!

Finance 130

Finance Profit and Loss Construction Transportation 130

Future CFO

APRIL 21, 2024

Editor’s note: Raymond Ngan (pictured), Area Vice President Asia – Sales, Coupa shared with FutureCFO audiences his work day and how he switched from a consulting role to a sales one in his career journey. RN: I have an accounting background and started my career as a financial system consultant. Can you tell us more about it?

Finance 52

Finance Sales Communication Financial Systems 52

CFO News Room

JANUARY 19, 2023

Companies across a range of industries as well as professional-services firms have been betting on sponsorship initiatives to improve the career advancement of their diverse hires. As these programs grow in popularity, aspiring sponsors need more practical guidance about what to do beyond the first meeting. They show up.

Leadership 100

Leadership Planning Communication Leverage 100

CFO Thought Leader

APRIL 9, 2024

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. CFOTL: Your CFO years with Thomas Publishing includes a transformative chapter involving a new CEO tell us about that?

CFO 52

CFO Leadership Finance Accounting 52

CFO Thought Leader

JANUARY 15, 2024

CFO Michael Perica’s career journey began with an opportunity to work as a junior analyst for a national capital markets firm, where he would find a billionaire mentor. CFOTL: Tell us about Rimini Street … what does this company do, and what are its offerings today? Nobody can do it better than us.

CFO 52

CFO SAP Leadership Finance 52

CFO Thought Leader

FEBRUARY 13, 2024

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.

CFO 52

CFO Entertainment Finance Leverage 52

CFO Leadership

APRIL 5, 2023

Furthermore, employers struggle to understand the exact skills that veterans bring to the table, especially since they do not come from “cookie cutter” career paths that hiring managers like to see. The ability to bring in great early career employees is more relevant today than ever before. The contrast is stark.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO Talks

MARCH 2, 2023

1X ‘ It’s not how well you talk, it’s about the work you put in’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. It’s across the board, it’s not only mining, obviously mining is big for us but it’s the mining houses, the mining contractors, construction, agriculture.

Auditing 98

Auditing CFO IFRS Construction 98

CFO Thought Leader

MARCH 12, 2024

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. According to Wolf, his career began on a foundation of data analytics at Economists Incorporated in Washington, D.C.,

CFO 52

CFO Finance Retail Leadership 52

CFO Thought Leader

JULY 25, 2023

Among the different career highlights that Chris Kramer shares with us, perhaps none is as memorable as what might be called his “Indiana Jones moment.” Kramer doesn’t tell us. ” – Chris Kramer, CFO, Axonius CFOTL: Tell us about Axonius … what does this company do, and what are its offerings today?

CFO 52

CFO Accounting Finance Leadership 52

Future CFO

APRIL 1, 2024

I enjoy working in such a dynamic environment, as it prompts us consultants to consider how we reshape the way we plan outcomes with clients to stay meaningful and relevant. JT: Embracing change and stepping out of my comfort zone have been crucial for my career development. Can you tell us more about it?

Finance 52

Finance Risk Management Practice Management Budgeting 52

CFO Thought Leader

JUNE 6, 2023

Sruthi Lanka is clearly not the only CFO who began her professional career at blue chip investment house Goldman Sachs. However, she may be one of the only CFOs—if not the only one—who can trace her career roots to Goldman’s technology engineering team. These are the things that really set us apart from some of our competition.

CFO 52

CFO Investments Finance Entertainment 52

Barry Ritholtz

FEBRUARY 17, 2023

Spots are limited, so if you want in, please contact us ASAP. Investors who want to learn more about how we manage assets, create financial plans, optimize your taxes, and are interested in working with us, please reach out. Chicago, here we come!

Planning 60

Planning 60

CFO Thought Leader

SEPTEMBER 26, 2023

campus, intent on pursuing a career that would someday grant her the agency to develop a product or therapy capable of solving a healthcare problem. Krishnamohan ended up being named a Goldman vice president in 2015, about midway into her lengthy tenure with the firm.

CFO 52

CFO Leadership Healthcare Leverage 52

Future CFO

FEBRUARY 18, 2024

In our first interview of the series, Rupert Roberts (pictured), Head of Corporate Risk & Broking, Southeast Asia, WTW shares with us his typical day and what inspires his professional growth inside and outside of work. Can you tell us more about it? FutureCFO: What does a typical day look like for you?

Risk Management 52

Risk Management Concentration Finance Leadership 52

CFO Thought Leader

JUNE 15, 2023

The IMA recently celebrated its 100th anniversary and aims to support and optimize the accounting profession while helping individuals achieve their career aspirations. CFOTL: Thank you for making time for us at this conference. Mike, we always begin by asking our guests to look back for us. I was looking for a career change.

Education 52

Education Leadership Finance Accounting 52

CFO Thought Leader

MARCH 4, 2024

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. Or at least this is just one of several takeaways that we garner from Hu’s early career years. By just unplugging from their existing provider and plugging in to us, they can slowly migrate over.

Leadership 52

Leadership CFO Finance Investments 52

CFO Thought Leader

APRIL 2, 2023

One key takeaway from Gainsight CFO Alka Tandan’s career journey is the importance of being open to new opportunities and pivoting when necessary. Looking back on the first move of her career, Tandan says that she “came to a decision” and quickly became focused on the best way to execute it. billion in November 2020.

CFO 52

CFO Education Finance Entertainment 52

CFO Thought Leader

JANUARY 2, 2024

More than any other human quality or characteristic, Brandon Nussey is known for his calm demeanor—or so Coveo’s finance leader tells us near the end of our discussion. It’s an observation that we’re not about to refute. CFOTL: Tell us about Coveo … what does this company do, and what are its offerings today?

CFO 52

CFO Leadership Communication SAP 52

CFO Thought Leader

OCTOBER 10, 2023

The corporate headquarters of Bend All Automotive may have been a mere 30-minute drive from KPMG’s offices in Waterloo, Ontario—but Melissa Howatson had to put in a 6-year career investment at the accounting house before she came to realize that it was time to go the distance. Howatson: Vena is an intelligent platform for complete planning.

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Reconciliations 52

CFO Thought Leader

AUGUST 30, 2023

Marco Torrente kicked off his finance career inside the Milan, Italy, offices of SC Johnson, the household cleaning products giant headquartered in Racine, Wisconsin. CFOTL: Tell us about WebBeds … what does this company do, and what are its offerings today? Looking back, Torrente tells us […]

CFO 52

CFO Leadership B2C B2B 52

CFO Thought Leader

NOVEMBER 26, 2023

It was during these months and years of career investment, Benevides tells us, that he found his attention focused by a number of critical undertakings, including making the transition from supporting a regional accounting firm to being part of a Big Four accounting house.

CFO 52

CFO Finance Leadership Accounting Firms 52

CFO Thought Leader

SEPTEMBER 20, 2023

We are near the end of our discussion with CFO Svai Sanford when he permits us to unlock one last door to his past. Unbeknownst to us, 20 minutes earlier, Sanford had handed us the key to its lock in the form of a short story. Here’s where we discover the key that Sanford gave us.

CFO 52

CFO Problem Solving Leadership Education 52

Barry Ritholtz

JANUARY 3, 2024

Full transcript below. ~~~ About Michael J. He is the author of multiple books about investing, including The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing. But I’d say more seriously, Barry, you know, we think about asset prices and you mentioned buying, you know, buying low and selling high.

Investments 72

Investments Numbers Marketing Banking 72

CFO Thought Leader

NOVEMBER 7, 2023

Still, while Chadwick would be a prize placement for any headhunter, it is clear that this career segue for her would represent something significantly substantive both for the company that she would be joining and the one that she would be leaving behind. “I

CFO 52

CFO Leadership Finance Accounting 52

CFO Thought Leader

NOVEMBER 21, 2023

CFO Rodrigo Brumana’s career journey began with a position as a computer programmer in Brazil. He would move in his early career years to the United States, where he got his start in investment banking. CFOTL: Tell us about Poshmark … what does this company do, and what are its offerings today?

CFO 52

CFO Prioritization Leadership Investments 52

Barry Ritholtz

MAY 5, 2023

Wall Street Journal ) see also The 10 Greatest US Investors and the Virtues That Made Them : There can be few fields of human endeavor in which history counts for so little as in the world of finance. Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations.

Valuation 143

Valuation Startups Investments Finance 143

FISPAN

JANUARY 19, 2022

Let’s get to know more about Claire, her journey to FISPAN and FinTech, and how her focus on continual growth has allowed her to flourish in her career. Why did you choose a career in FinTech? To be honest, I can’t say that I deliberately chose a career in FinTech (!). What is your favourite part of working at FISPAN?

Communication 98

Communication Banking Numbers Technology 98

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Math 52

Math Education Communication Planning 52

CFO Thought Leader

MAY 23, 2023

It’s perhaps appropriate that Scott Healy’s finance career began at an airport. He expected me to read and analyze each of them during our 6-hour flight from San Francisco to Boston,” continues Healy, who uses the story to illustrate the first of multiple lessons that he believes became invaluable to his career.

CFO 52

CFO Manufacturing Finance Transportation 52

Barry Ritholtz

OCTOBER 28, 2023

New York Times ) • How creators became an economic juggernaut and the new American Dream : Millions have ditched traditional career paths to work as online creators and content-makers, using their computers and phones to amass followers and build businesses whose influence now rivals the biggest names in entertainment, news and politics.

Entertainment 106

Entertainment Economics Banking Accounting 106