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577: Rethinking Sales Productivity | Carolyn Koehn, CFO, Boomi

CFO THOUGHT LEADER

Release Date: 03/04/2020

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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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Special Episode: Evan Goldberg Talks: The Evolution of NetSuite and Embracing AI show art Special Episode: Evan Goldberg Talks: The Evolution of NetSuite and Embracing AI

CFO THOUGHT LEADER

In a special episode of CFO Thought Leader, host Jack Sweeney converses with Evan Goldberg, Founder and Executive Vice President of Oracle NetSuite, during this month's  SuiteConnect conference in NYC.  Goldberg reflects on the company's 25 year journey, emphasizing its foundational vision that championed a unified business management suite. Goldberg also sheds light on the invaluable mentorship from Larry Ellison, Oracle's co-founder, which uniquely positioned NetSuite for success. As the discussion unfolds, Goldberg candidly shares his evolution from a product-focused executive to...

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986: Blending Finance with Operational Ingenuity | Erin Sawyer, CFO, Certinia show art 986: Blending Finance with Operational Ingenuity | Erin Sawyer, CFO, Certinia

CFO THOUGHT LEADER

Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer’s professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer. She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting. Her initial steps into the corporate world at Honeywell Aerospace as a cost accountant laid the groundwork for years...

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More Episodes

When finance leader Carolyn Koehn looks back on her career to identify the experiences that she feels best prepared her for a CFO role, she shares a candid observation: “I went to places no one else wanted to go.”

Such was the case in the late 1990s, when she moved to Bogotá, Colombia, for Nortel Networks, after having helped the company’s finance leadership understand why she was a good match for a sudden job opening.

“I was the only interested candidate who wanted to go,” recalls Koehn, who says that her initiative and willingness to relocate helped her to become short-listed for other roles in Nortel’s Latin American finance operations. When a more senior role opened up in Mexico, Koehn’s Bogotá experience helped trump that of a second interested job candidate.

“When I look at those two opportunities in hindsight, they honestly were like mini-CFO roles, where you are pulled into everything from facilities and supplier relations to local communications, customer meetings, and more,” says Koehn, who in 2003 became a finance director at Dell, where multiple finance leadership roles would eventually bring her to the position of VP of finance for all of Dell’s global sales compensation.

“A lot of people would look at this as a thankless role, but it’s one of the most critical ones when it comes to turning sales strategy into execution,” she explains.

“This was about taking 31,000 salespeople and applying $1.5 billion in commissions,” adds Koehn, who credits the role with having challenged her “soft skills” as she became tasked with bringing different parts of the organization together to better inform her decision-making. A number of years into her sales comp tenure, Koehn began hearing about yet another opportunity in a different land. After spending most all of her career in helping to grow hardware and infrastructure technology businesses, Koehn became interested in a CFO role at one of Dell’s software-as-a-service businesses, Boomi. Not unlike the role in Bogotá, it was a match. –Jack Sweeney