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Casey Woo: My Adventures in Finance from Wall Street to Silicon Valley

Casey Woo: My Adventures in Finance from Wall Street to Silicon Valley

FromFP&A Today


Casey Woo: My Adventures in Finance from Wall Street to Silicon Valley

FromFP&A Today

ratings:
Length:
52 minutes
Released:
Jan 10, 2023
Format:
Podcast episode

Description

Casey Woo is a serial high Tech CFO turned investor. The Harvard educated financier “escaped” a life as an Investment Banking Analyst, at Morgan Stanley to take a big pay cut and join a 10-person startup (“If you wanna do tech, you gotta go to the Bay Area”).
Since then, he has held finance at CFO roles including at WeWork and property tech company Landing before founding an “operators community” turned investment fund FOG ventures.
 In this episode Casey talks to Paul Barnhurst about his journey: 
How finance was seen as a “second class” citizen when he entered Silicon Valley and how he had to “learn a new language”
How he built up the Operators Guild “a club of number twos” ( finance, ops, HR, talent, legal, IT) into an exec community of 700 leaders who now run the FOG VC
What good FP&A looks like at an early stage company
When early stage companies are making $200,000 $300,000 total is when FP&A can be a powerful addition
Why FP&A leaders need to focus on business first rather than finance first 
The CFO’s future as the Office of Business Intelligence that will separate the The Ancien Régime CFOs with those who can adapt
If CFOs are not “pounding their fists on the table” asking to own data they will not survive

Watch the full show on YouTube
Read the full transcript and blog
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Follow Paul Barnhurst on LinkedIn
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Get in touch at www.datarails.com
Released:
Jan 10, 2023
Format:
Podcast episode

Titles in the series (100)

FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Today is brought to you by Datarails. Datarails is the AI-powered Financial Planning and Analysis platform for Excel users.