loader from loading.io

559: Establishing Your Work Ethos | Bea Ordonez, CFO, OTC Markets Group, Inc.

CFO THOUGHT LEADER

Release Date: 01/01/2020

994: Balancing Top-Line Growth and Bottom-Line Results | Naresh Bansal, CFO, Menlo Security show art 994: Balancing Top-Line Growth and Bottom-Line Results | Naresh Bansal, CFO, Menlo Security

CFO THOUGHT LEADER

Ask any CFO about their career-building years, and they will likely attribute their success to their adaptability and ability to render strategic insight. This tendency was recently amplified for us when we heard about the experience of Naresh Bansal, a seasoned finance executive who during a pivotal chapter early in his early career discovered that his company was about to be acquired by a larger one, Sage. His company at the time—initially an independent entity focused on aggressive growth and innovation—offered a vibrant but challenging environment that tested the mettle of its...

info_outline
993: Building Resilient Careers: Lessons from a CFO Expat | Hilary Norris, CFO, GTreasury show art 993: Building Resilient Careers: Lessons from a CFO Expat | Hilary Norris, CFO, GTreasury

CFO THOUGHT LEADER

A little more than 15 years ago, Hilary Norris had the ultimate dream job at a tech company in sunny California, a perfect alignment of professional goals and personal life. However, the idyllic scenario was disrupted when the company was acquired, a common turning point that often spells uncertainty for many executives. Facing a potential career setback, Norris was initially marked for replacement but was later asked to stay on and lead the finance operations of the combined entity. This twist in her career path wasn’t just a test of her professional capabilities but also a...

info_outline
992: Unlocking Holistic Company Performance | Udit Tibrewal, CFO, Anomali show art 992: Unlocking Holistic Company Performance | Udit Tibrewal, CFO, Anomali

CFO THOUGHT LEADER

Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice ofPricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. The ambition to broaden his horizon and a hunger for new challenges led him to make a bold move to the United States, landing him first New York City. The shift from New Delhi’s familiar chaos to New York’s dynamic hustle coincided with a widening of Tibrewal’s finance lens. It was here, amidst the skyscrapers of Manhattan, that he began to embrace the complexity of technology companies...

info_outline
991: Transforming Investment Wisdom into Management Strategy | Jeff Bray, CFO, Semperis show art 991: Transforming Investment Wisdom into Management Strategy | Jeff Bray, CFO, Semperis

CFO THOUGHT LEADER

Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. At Semperis, Bray is applying this bit of...

info_outline
Controllers Classified: Building high-performing global finance teams show art Controllers Classified: Building high-performing global finance teams

CFO THOUGHT LEADER

In this episode of Controllers Classified, host Erik Zhou is joined by Katie Slattery, VP of Accounting and Corporate Controller at Fivetran. The conversation begins with Katie’s start in Ireland at KPMG Dublin as an auditor, and traces her path from auditor to accountant. Fun fact: Katie has been the first controller/accounting hire at several high growth companies! The conversation then pivots to Katie’s current priorities at Fivetran and how she translates company-wide KPIs into team specific goals around reliable data and control efficiencies. Katie also spends some time talking about...

info_outline
990: From Print to Platform: Strategic Shifts in a Digital Age | CFO Mitch Peipert show art 990: From Print to Platform: Strategic Shifts in a Digital Age | CFO Mitch Peipert

CFO THOUGHT LEADER

Back in 2016, Mitch Peipert stood at a crossroads. 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. Yet, nothing could have prepared him for the arrival of a new, enigmatic force at Thomas Publishing—a dynamic CEO with eyes set firmly on the horizon of digital transformation. The news allowed a small degree of uncertainty to occupy Peipert’s mindset. A seasoned finance professional, he was adept at managing numbers...

info_outline
989: The Homecoming: A Tale of Growth, Leadership, and Return | Jeremy Johnson, CFO, Dayforce show art 989: The Homecoming: A Tale of Growth, Leadership, and Return | Jeremy Johnson, CFO, Dayforce

CFO THOUGHT LEADER

Back in September of 2021, Jeremy Johnson, Senior Vice President of Finance at Ceridian (now Dayforce), decided it was time to test his mettle—a decision that led him far from where he began, only to return with a leadership perspective somewhat different from what he expected. Determined to challenge himself and expand his horizons, Johnson left the familiarity of Ceridian, where he had steadily advanced his career for the past nine and a half years, to accept a CFO position with SmartRecruiters. Johnson’s test, however, was about to grow exponentially. At SmartRecruiters,...

info_outline
Driving Value Beyond the Balance Sheet - A Planning Aces Episode show art Driving Value Beyond the Balance Sheet - A Planning Aces Episode

CFO THOUGHT LEADER

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in product development, market strategy, and operational execution. This episode features the FP&A insights and commentary of CFO Jeff Woolard or Velocity Global, CFO Aaron Alt of Cardinal Health and...

info_outline
988: The Quest for Sustainable AgTech| Bob Houghton, CFO, Pivot Bio show art 988: The Quest for Sustainable AgTech| Bob Houghton, CFO, Pivot Bio

CFO THOUGHT LEADER

In the heart of a bustling paper mill, where the scent of fresh pulp intermingled with the hum of machinery, Bob Houghton kicked off his finance career. Fresh out of college and a number of states removed from his Minnesota roots, Houghton understood the intricate dance of departments working in unison to produce everyday paper essentials. It was here, in the domain of plus-size machines, that he began to embrace the value of stepping beyond comfort zones for growth. His journey from starting within the paper mill’s diligent production ethic to becoming finance leader at Pivot Bio is a...

info_outline
987: May The Road Rise To Meet You | Jennifer Loo, CFO, Tala show art 987: May The Road Rise To Meet You | Jennifer Loo, CFO, Tala

CFO THOUGHT LEADER

Back in 2009, with a law degree in hand along with some frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom would not only challenge and meet Loo's career ambitions head on, but give rise to an entire career path, bringing with it her education, distinct capabilities, and potential. Suddenly, her diverse background, bridging the analytical rigor of consulting with the...

info_outline
 
More Episodes

Perhaps, unlike most of her professional peers, when Bea Ordonez first interviewed for a CFO role, she got the job. At the time, perhaps no one was more surprised than Ordonez, whose finance resume—while impressive for a 26-year-old—still lacked a number of C-suite prerequisites.

Twenty years later, she still resides in the C-Suite, having filled a number of consecutive CFO and COO roles over the years.

Nonetheless, she credits her first CFO tour of duty with having opened the door for everything that has followed.

“On paper, at least, I was woefully underqualified for the job. I interviewed, landed the role, and then worked really, really hard to learn the business from the ground up,” says Ordonez, whose first CFO stint was with a joint venture originally formed with Bloomberg Tradebook known as G-Trade. Located on the island of Bermuda, the broker-dealer start-up no doubt found Ordonez an attractive hire in part because she was at the time an island resident.

Still, for all of those trying to decode shortcuts to the C-suite or uncover a coveted secret behind becoming a 26-year-old CFO, we’d wager that Ordonez’s words “worked really, really hard” perhaps best reveal her world of both today and 20 years ago.

As G-Trade grew, Ordonez became tasked with quickly adding talent to help answer the organization’s growing demand for financial and operational support.

“We were providing support for trading activities across close to 90 global markets and at the same time building a culture and creating a work ethic that even to this day I am very proud of,” recalls Ordonez, while once more drawing our attention to her unwavering appetite for the work itself.

“At times in my career, I didn’t have any personal life, and what time I did have, I used for sleeping,” confides Ordonez, who adds that today—more than ever before—she is achieving a positive work/life balance. –Jack Sweeney