๐๐ต๐ฐ๐ณ๐ช๐ฆ๐ดย ๐ข๐ฏ๐ฅย ๐ญ๐ฆ๐ด๐ด๐ฐ๐ฏ๐ดย ๐ง๐ณ๐ฐ๐ฎย ๐ข๐ฏย ๐ถ๐ฏ๐ฆ๐น๐ฑ๐ฆ๐ค๐ต๐ฆ๐ฅย ๐ซ๐ฐ๐ถ๐ณ๐ฏ๐ฆ๐บย ๐ช๐ฏย ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ฆ. They say to be successful, pick a lane. In 2025, I decided to drive the whole highway. It was a masterclass in the “Portfolio Career”, balancing three distinct identities. ๐ญ. ๐ง๐ต๐ฒ ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ผ๐ฟ: I spent most of 2025 in the trenches serving as an Interim CFO for high-stakes organizations. At a SaaS portfolio company, “strategy” wasn’t a…
๐๐ต๐ฐ๐ณ๐ช๐ฆ๐ดย ๐ข๐ฏ๐ฅย ๐ญ๐ฆ๐ด๐ด๐ฐ๐ฏ๐ดย ๐ง๐ณ๐ฐ๐ฎย ๐ข๐ฏย ๐ถ๐ฏ๐ฆ๐น๐ฑ๐ฆ๐ค๐ต๐ฆ๐ฅย ๐ซ๐ฐ๐ถ๐ณ๐ฏ๐ฆ๐บย ๐ช๐ฏย ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ฆ. Every December, I relearn the same lessons. No matter how many years youโve spent in leadership, control is mostly an illusion. Plans change. Forecasts break. Markets move. Life does too. You can do everything โrightโ and still be surprisedโand thatโs not a failure. Itโs reality. What Christmas gives me, every year, is perspective. And…
๐๐ต๐ฐ๐ณ๐ช๐ฆ๐ดย ๐ข๐ฏ๐ฅย ๐ญ๐ฆ๐ด๐ด๐ฐ๐ฏ๐ดย ๐ง๐ณ๐ฐ๐ฎย ๐ข๐ฏย ๐ถ๐ฏ๐ฆ๐น๐ฑ๐ฆ๐ค๐ต๐ฆ๐ฅย ๐ซ๐ฐ๐ถ๐ณ๐ฏ๐ฆ๐บย ๐ช๐ฏย ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ฆ. There is an old punchline that has circulated through businesses for decades. It usually comes up when a salesperson is defending a discount, or a founder is justifying a cash-burning growth strategy: โSure, we lose a little money on every unit we sell… but donโt worry, weโll make it up in volume.โ It always…
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: โWhy should the market bet on us right now?โ CFO: โBecause our EBITDA margins are top quartile.โ CEO: โThatโs a result, not a reason.โ This is the trap. We…
Stories and lessons from an unexpected journey in finance. I didnโt 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 roomโsmart boards, talented executives, and endless…