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The Tables are Turned: CJ's First FP&A Hire Alex Peterson Interviews CJ

The Tables are Turned: CJ's First FP&A Hire Alex Peterson Interviews CJ

FromRun the Numbers


The Tables are Turned: CJ's First FP&A Hire Alex Peterson Interviews CJ

FromRun the Numbers

ratings:
Length:
60 minutes
Released:
Mar 7, 2024
Format:
Podcast episode

Description

Today, the tables are turned as guest Alex Peterson, an expert in Financial Planning & Analysis (FP&A) – and CJ’s first hire – puts CJ in the hot seat. Tune in for two old friends sharing war stories and talking about performance reviews, net dollar retention rates, and Frank Slootman’s retirement. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages. ? Request a demo at www.maxio.com/runthenumbers for 10% off your first year.NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.Attio is the next generation of CRM. It’s powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioRTNThoropass provides complete compliance management, continuous monitoring, and security audits through intuitive software and expert guidance – allowing you to do business with confidence. Learn more: https://bit.ly/Thoropass ?Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. ? Visit www.tropicapp.io/metrics to learn how.—FOLLOW US ON X:@cjgustafson222 (CJ)@turpentinemedia—TIMESTAMPS:(00:00) Preview and Intro(01:57) Sponsor - Maxio |NetSuite(04:47) On Swimming, Endurance and Working in FP&A(07:45) Understanding the Headcount Model(13:12) Reflections on Working Relationships and Working Against the Norm(22:27) Sponsor - Attio | Thoropass(24:42) Alex’s CJisms and Navigating the Job Market Post-COVID(32:14) FP&A Is a Customer Service Role(41:15) Sponsor - Tropic(42:28) A Really Cool Performance Review(44:21) The Legacy of a Leader(47:47) On Frank Slootman’s Retirement(53:28) Understanding the Product You're Selling(56:36) 30-Minute Standing Water Cooler Friday Mornings(59:30) Wrap Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
Released:
Mar 7, 2024
Format:
Podcast episode

Titles in the series (60)

Run the Numbers is a weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO. This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself. Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth.