Mailbag

Aug 12, 2025

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16 min read

📬 Mayday: Knowing when to jump ship

And what do you do with risks that can't be quantified?

Mailbag

📬 Breaking Bad News: When, who, and how to handle it

Aug 5, 2025

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16 min read

📬 Breaking Bad News: When, who, and how to handle it

And can quarterly closes work?

CFO Role

📬 Squad Metrics: Giving credit where it's due

Jul 29, 2025

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14 min read

📬 Squad Metrics: Giving credit where it's due

And the pyramid of finance foundations

CFO Role

📬 The Pressure Cooker: My philosophy on handling the stress

Jul 22, 2025

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15 min read

📬 The Pressure Cooker: My philosophy on handling the stress

And a complete framework for monthly business reviews in start ups

CFO Role

📬 Joining the dots: How to connect FP&A with capital allocation

Jul 15, 2025

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15 min read

📬 Joining the dots: How to connect FP&A with capital allocation

And why audit profession are letting investors down

Mailbag

📬 Put Up or Shut Up: Does the business need your team's input for better decision-making?

Jul 8, 2025

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15 min read

📬 Put Up or Shut Up: Does the business need your team's input for better decision-making?

And how to keep R&O from turning into a panic session

Mailbag

📬 Flexible Capital: Where is your breaking point?

Jul 1, 2025

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13 min read

📬 Flexible Capital: Where is your breaking point?

And why your resume doesn't determine your career ceiling

Mailbag

📬 Feeling Vulnerable: Which scenario can bring a whole business crashing down?

Jun 24, 2025

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13 min read

📬 Feeling Vulnerable: Which scenario can bring a whole business crashing down?

And dealing with a divided board using strategy

CFO Role

📬 Blurred Lines: which costs should be managed locally vs centrally?

Jun 17, 2025

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14 min read

📬 Blurred Lines: which costs should be managed locally vs centrally?

And knowing when to leave if your ethics are pushed too far

The Board Room

📬 The CFO Tightrope: when your CEO & board want different things

Jun 10, 2025

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15 min read

📬 The CFO Tightrope: when your CEO & board want different things

And how it feels working with people you REALLY don't like

Mailbag

📬 Getting payback: Does LTV/CAC leave room for manipulation?

Jun 3, 2025

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14 min read

📬 Getting payback: Does LTV/CAC leave room for manipulation?

And FDD in SMB

Mailbag

📬 Keeping it simple: What does the FP&A playbook look like for an SMB?

May 27, 2025

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15 min read

📬 Keeping it simple: What does the FP&A playbook look like for an SMB?

And when ripping out an ERP makes sense

Teams & Hiring

📬 Eat What You Kill: How do you incentivize finance teams?

May 20, 2025

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13 min read

📬 Eat What You Kill: How do you incentivize finance teams?

And a rant on insurance

Mailbag

May 13, 2025

•

13 min read

📬 Big Four: When is it time to move on?

And the "stable" path isn't always the right path

Mailbag

📬 Intern season: How do you secure the return offer?

May 6, 2025

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15 min read

📬 Intern season: How do you secure the return offer?

And way too deep of a dive on the net working capital peg

The Board Room

📬 On the Outside Looking In: How Do You Deal With a CEO Who Used To Be a CFO?

Apr 29, 2025

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12 min read

📬 On the Outside Looking In: How Do You Deal With a CEO Who Used To Be a CFO?

And going private

Mailbag

Apr 22, 2025

•

12 min read

📬 Does MFCF Always Lead to EV Creation?

And EBITDA in a not-for-profit

M&A

📬 Talking (Office) Politics: An Exercise in Influencing People

Apr 15, 2025

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13 min read

📬 Talking (Office) Politics: An Exercise in Influencing People

And credit portfolio risk management

Mailbag

📬 Conscious Capitalism: Balancing ESG and Shareholder Interests

Apr 8, 2025

•

14 min read

📬 Conscious Capitalism: Balancing ESG and Shareholder Interests

And sticking around (or not) after a sale

CFO Role

Apr 1, 2025

•

13 min read

📬 Imposter Syndrome: The First 90 Days

And calculating valuations in cyclical sectors

Mailbag

📬 Executive Execution: Good vs. Great C-Suites

Mar 25, 2025

•

13 min read

📬 Executive Execution: Good vs. Great C-Suites

Plus, the art of knowing when to grind and when to ghost

Mailbag

📬 Well-Balanced Information Diet: Consuming Information like a CFO

Mar 18, 2025

•

13 min read

📬 Well-Balanced Information Diet: Consuming Information like a CFO

Plus, how does ESG fit into CapEx decisions?

Mailbag

📬 On the Outside Looking In: Non-Traditional Paths to CFO

Mar 11, 2025

•

12 min read

📬 On the Outside Looking In: Non-Traditional Paths to CFO

Plus, how do you deal with a difficult coworker?

Mailbag

📬 Challenge Accepted: Dealing with Fiercely Private Businesses

Mar 4, 2025

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13 min read

📬 Challenge Accepted: Dealing with Fiercely Private Businesses

Plus, how soon is too soon to make an internal jump?

Mailbag

📬 Reaping the Rewards: Taking Advantage of a Big Win

Feb 25, 2025

•

14 min read

📬 Reaping the Rewards: Taking Advantage of a Big Win

Plus, is it even worth getting the business to understand finance?

📬 Mayday: Knowing when to jump ship

📬 Breaking Bad News: When, who, and how to handle it

📬 Squad Metrics: Giving credit where it's due

📬 The Pressure Cooker: My philosophy on handling the stress

📬 Joining the dots: How to connect FP&A with capital allocation

📬 Put Up or Shut Up: Does the business need your team's input for better decision-making?

📬 Flexible Capital: Where is your breaking point?

📬 Feeling Vulnerable: Which scenario can bring a whole business crashing down?

📬 Blurred Lines: which costs should be managed locally vs centrally?

📬 The CFO Tightrope: when your CEO & board want different things

📬 Getting payback: Does LTV/CAC leave room for manipulation?

📬 Keeping it simple: What does the FP&A playbook look like for an SMB?

📬 Eat What You Kill: How do you incentivize finance teams?

📬 Big Four: When is it time to move on?

📬 Intern season: How do you secure the return offer?

📬 On the Outside Looking In: How Do You Deal With a CEO Who Used To Be a CFO?

📬 Does MFCF Always Lead to EV Creation?

📬 Talking (Office) Politics: An Exercise in Influencing People

📬 Conscious Capitalism: Balancing ESG and Shareholder Interests

📬 Imposter Syndrome: The First 90 Days

📬 Executive Execution: Good vs. Great C-Suites

📬 Well-Balanced Information Diet: Consuming Information like a CFO

📬 On the Outside Looking In: Non-Traditional Paths to CFO

📬 Challenge Accepted: Dealing with Fiercely Private Businesses

📬 Reaping the Rewards: Taking Advantage of a Big Win

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