Stories and lessons from an unexpected journey in finance. CFOs trade in precision. CEOs trade in possibility. I recently witnessed an exchange that perfectly captures the gap between the two. CEO: “Why should the market bet on us right now?” CFO: “Because our EBITDA margins are top quartile.” CEO: “That’s a result, not a reason.” This is the trap. We…
Stories and lessons from an unexpected journey in finance. I didn’t become a CFO to be a decision architect. Like many in this seat, I earned the role through reliability. My numbers were accurate, the close was tight, and the narrative always reconciled. Yet, despite the competence in the room—smart boards, talented executives, and endless…
Stories and lessons from an unexpected journey in finance. When you step into a large public company or global enterprise, the CFO role transforms again—this time into one defined by scale, governance, and orchestration. During the years I led multi-billion-dollar business units, the complexity was unlike anything earlier in my career. You’re no longer building…
Stories and lessons from an unexpected journey in finance. If startups require building from scratch and public companies require navigating scale, the PE/VC-backed middle market sits in the most demanding place of all: transformation. In these environments, I’ve often been brought in when the business is behind plan, burning cash, or lacking operational discipline. Sometimes…
Stories and lessons from an unexpected journey in finance. If the middle market and public-company CFO roles are about refinement, the startup CFO role is raw creation. I’ve stepped into venture-backed environments where the company had tremendous product vision but very little financial structure. It’s not unusual. Startups grow around opportunity, not process. When the…