Know What's Happening in CFO Pulse
Know What's Happening in CFO Pulse
Fractional CFO firms often mistake personal earnings for firm profitability, especially when bookkeeping and tax services bleed cash. A simple 30‑minute gross‑margin autopsy reveals that high‑margin CFO retainers are subsidizing low‑ or negative‑margin bookkeeping work. By isolating revenue and cost per service line, owners see that the true profit driver is strategic advisory, not compliance. The article urges firms to drop loss‑making bookkeeping clients, set a non‑negotiable CFO retainer of $7,500 +/month, and re‑position as pure advisory shops.
Trinity Industries reported a 73% jump in full‑year EPS to $3.14, helped by a $194 million non‑cash gain from its railcar investment vehicle restructuring and strong leasing performance. Leasing and Services revenue grew 5.5% with operating profit up 53% and fleet...
Jere Shawver, former Baker Tilly CEO, became chair of the Private Company Council (PCC) in 2024 and is focused on raising the council’s visibility and participation among private‑company stakeholders. The PCC, created in 2012 to give private firms a voice in...
Peloton Interactive appointed its chief accounting officer, Saqib Baig, as interim chief financial officer effective March 27, after finance chief Liz Coddington departed for a senior role at Palmetto. Baig, who has overseen Peloton’s commercial finance since August and previously held senior finance...
Freightos announced that its CFO and interim chief executive, Pablo Pinillos, will become permanent CEO and join the board on March 16, succeeding founder Zvi Schreiber. Pinillos, who joined as CFO in March 2025, pledges to steer the digital freight...
CFOs are shifting vendor and subscription spend management from a reactive back‑office task to a strategic priority in 2026. Rising inflation, post‑pandemic budget tightening, and an explosion of recurring SaaS contracts have exposed the limitations of manual expense processes. Finance...
Bryan Construction announced that Kristi Rader will serve as its new chief financial officer, bringing more than 25 years of financial leadership after joining the firm in September 2023. Rader, formerly controller at Norwood Development Group, will oversee finance, accounting,...
Lantern appointed Greg Chisholm as CFO, leveraging experience from HelloFresh, Wayfair, and McKinsey. He is focused on mapping the health‑care business’s complexity and shaping capital‑allocation decisions as the company scales at roughly 50% annual growth. Chisholm points to structural cost...
Navitas Semiconductor announced the appointment of Tonya Stevens as chief financial officer, effective March 30, 2026. Stevens brings more than three decades of finance and accounting experience across the semiconductor, technology, and manufacturing sectors, most recently serving as chief accounting...
As companies shift from growth‑at‑all‑costs to an efficiency‑focused economy, CFOs are questioning agile transformations that inflate operating expenses without clear asset value. Engineering teams continue to chase velocity, but finance sees rising cloud bills and non‑capitalizable maintenance work eroding earnings....
Conversational AI platform Gupshup announced the appointment of Ravi Dugar as its new Chief Financial Officer, positioning the firm for its next growth phase. Dugar brings nearly two decades of finance leadership from Bharti Airtel, Livguard Energy, and most recently...
Vivid Seats reported a sharp decline in Q3 2025, with Marketplace Gross Order Value down 29% YoY to $618 million and revenue falling 27% to $136 million. A leadership change placed CFO Lawrence C. Fey as CEO and interim CFO Ted Pikus,...
Atlanticus Holdings reported a transformative 2025, highlighted by the Mercury Financial acquisition that doubled its balance sheet to $7.0 billion and added 1.3 million customers. Diluted earnings per share rose 23% in Q4 and 25% for the full year, while return on...
Urban One (formerly BuzzFeed Inc) reported Q4 2025 consolidated revenue of $97.8 million, a 16.5% year‑over‑year decline, and a net loss of $54.4 million. Adjusted EBITDA dropped 41.8% to $15.6 million, while non‑cash impairment charges of $55.3 million were dominated by a $53.1 million hit...
PagerDuty reported Q3 revenue of $125 million, a 5% year‑over‑year increase, and ARR of $497 million, up 3%. Non‑GAAP operating margin surged to 29% from 21% a year earlier, while GAAP net income reached $160 million aided by a one‑time tax benefit. The...
AI‑driven data center projects are reshaping tech capital spending, pushing construction‑in‑progress (CIP) balances and accounts payable to unprecedented levels. Companies adopt varied structures—joint ventures, SPVs, sale‑leasebacks—that affect how liabilities appear on balance sheets. The surge in days‑payable‑outstanding signals supplier financing...
As companies scale, financial complexity and growth ambitions often outpace the capabilities of a controller, prompting leaders to consider a chief financial officer. Indicators such as expanding operations, multiple revenue streams, and upcoming acquisitions signal that strategic financial oversight is...
Sugandha Singhal, Senior Vice President and Head of Treasury at SRF Limited, shared her journey and vision during the Finance Leaders Forum in Mumbai. She highlighted how digitising treasury across five countries unlocked billions in liquidity and positioned treasury as...
Providence CFO Greg Hoffman will retire in June after nearly a decade with the nonprofit Catholic health system. He joined Providence in 2016, became chief transformation officer in 2019, and was appointed executive vice president and CFO in 2021. His...
Valor Hospitality Partners has promoted Paul Nisbett to global chief financial officer, expanding his remit from the EMEA region to worldwide oversight. Nisbett, who joined Valor in 2015, has driven financial governance, supported strategic acquisitions, and built scalable infrastructure across...
The surprisingly true story of launching Disney+ (as told by their finance team) 👇 Here are 5 lessons that stuck with me. 1. Even a beloved brand doesn't make the forecast easier 2. A good launch number can hide a...
Monks, the S4Capital marketing services unit, has appointed Bharti Agrawal as Chief Financial Officer for its Asia‑Pacific Marketing Services division, operating from Singapore. Agrawal will report to Global CFO Jordi Covas and will steer financial strategy, governance, and operational transformation...
StoneX Group reported record fourth‑quarter and full‑year results, posting $85.7 million net income for Q4 and $305.9 million for FY 2025, with operating revenues exceeding $1.2 billion, up 31% year‑over‑year. The performance was propelled by the recent R.J. O’Brien and Benchmark acquisitions, which contributed...
Sprinklr reported Q1 FY2026 revenue of $205.5 million, a 5% year‑over‑year increase, with subscription revenue growing 4% to $184.1 million. Non‑GAAP operating income reached $36.7 million, delivering an 18% margin, and free cash flow hit a record $81 million. The company announced a $150 million...
Veteran CFO Bill Zerella, who has guided three firms—including Fitbit, Vocera and ACV Auctions—through public listings, says the IPO bar is rising as private equity depth gives companies more liquidity options. He expects 2026 to be a strong year, especially...
Nissan announced that CFO Jérémie Papin will step down after just over a year, citing personal reasons, and that long‑time Nissan alum George Leondis will assume the finance chief role on April 1. The change comes as the automaker pushes its Re:Nissan...
The holding company that almost no one talks about, yet it might be one of the most efficient compounding engines. RÖKO owns 29 niche, traditional businesses, runs at 21% margins, generates 14.5% returns on capital, and keeps acquiring new companies every...
A new Accordion survey of 200 CFOs and 200 private‑equity sponsors reveals a sharp misalignment on IPO timing and responsibility. While 85% of CFOs say boards or sponsors control the exit, 65% of sponsors expect finance chiefs to own IPO...
Export‑focused CFOs are defending margins against 2025 tariffs, but many overlook a cash‑flow lever: the Interest‑Charge Domestic International Sales Corporation (IC‑DISC). IC‑DISC can transform ordinary‑rate export income into qualified dividends, delivering permanent federal tax savings of roughly 5.8% to 13.2%....
Mastercard is introducing a virtual CFO built on generative AI as the first offering of its “Virtual C‑suite” for small and medium‑sized enterprises. The service will be delivered through banks, accounting platforms and software partners and will provide cash‑flow risk...
Block, the parent of Square and Cash App, announced a 40% workforce reduction of about 4,000 employees while reporting Q4 gross profit of $2.9 billion, up 24% year‑over‑year, sending its shares up nearly 20%. CFO Amrita Ahuja highlighted an internal AI agent,...
Marriott International CFO Leeny Oberg is retiring after 26 years, including a decade in the finance chief role. She oversaw the 2016 Starwood acquisition that birthed the Marriott Bonvoy loyalty program and guided the company through the COVID‑19 crisis. Oberg...
Phoenix Copper (AIM: PXC) dismissed its executive chairman Marcus Edwards‑Jones and CFO Richard Wilkins after an internal probe revealed undisclosed related‑party payments of about $1.765 million to a firm owned by the chairman and an additional £610,000 in unauthorized bond‑related transfers. The board...
Artificial intelligence is moving from simple automation to core financial workflows, forcing CFOs to assume direct responsibility for AI outcomes. The article argues that AI‑driven forecasts, reconciliations and working‑capital decisions must meet the same audit‑ready standards as traditional accounting. To...
FuelCell Energy announced a sweeping restructuring that shifts resources to its proven molten carbonate platform while pausing broader solid‑oxide R&D, aiming to cut operating expenses by 30% versus FY2024. The company posted GAAP revenue of $37.4 million, narrowed its operating loss...
Most SaaS founders know their ARR. Very few can explain where it came from. I've sat in dozens of board meetings where someone says "ARR is up 20%" and the room nods. Then a board member asks "how much of that...
A recent Robert Half survey shows only 6 % of finance teams possess needed skills, with 53 % reporting widening gaps and hiring shortages persisting. Liberty Bank’s CFO Paul Young tackled this by launching a combined apprenticeship and job‑rotation program in 2022,...
Kate O’Neill’s new book *What Matters Next* offers a pragmatic framework for finance leaders navigating rapid tech adoption, balancing immediate liquidity pressures with long‑term strategic health. It quantifies the staggering $250 million annual loss that inefficient decision‑making can inflict on a...
BeatBread, the finance platform for independent musicians, announced three senior hires: Christine Barnum as head of financial operations, Michael Poole as chief financial officer, and Jameson Toole as a board advisor on AI and machine learning. Barnum arrives from CD...
PhysicsWallah (PW) posted a robust Q3 FY26, with revenue jumping 34% year‑on‑year to Rs 1,082 crore and a PAT of Rs 102 crore despite one‑time costs. Paid student enrollment rose 21% to 4.4 million, and the company expects to reach five million paid learners this...
Most FP&A teams don’t struggle with analytics. They struggle with data. 💡Finance leaders from PepsiCo, BILL, and Workday shared how they build strong data foundations and a single source of truth to enable AI and predictive decision-making: https://t.co/FnD9BnrjT6 #fpatrends
Ceconomy’s chief executive, Kai‑Ulrich Deissner, announced his resignation after just nine months in the role, having served as CFO since February 2023 and stepping in as interim CEO in May 2025 before his permanent appointment in September. The departure, attributed...
In this special episode, Intuit’s Executive Vice President and General Manager of Mid‑Market, Ashley Still, challenges the traditional belief that fast‑growing companies must abandon QuickBooks for a heavyweight ERP. She introduces Intuit Enterprise Suite, an ERP that retains QuickBooks‑like usability...
Chris Skinner’s webinar frames finance’s evolution as three technology revolutions: mainframe‑driven automation (Finance 1.0), digital transformation driven by cloud, APIs and platforms (Finance 2.0), and today’s shift to intelligent ecosystems powered by AI, generative models, and emerging quantum and blockchain capabilities. He...
Host Hotels & Resorts CFO Sourav Ghosh said the REIT’s 2025 outperformance was driven by strong transient leisure demand at its upscale and luxury assets, with guests spending more on F&B, golf and spa. The company expects continued tailwinds in...
The Shared Services & Outsourcing Week (SSOW) 2026, held March 16‑19 in Orlando, will host a Finance Transformation Program for finance shared‑services leaders. Over 1,200 shared‑services and GBS executives will gather to discuss modernizing finance operations, embedding AI responsibly, and...
Vantage Aviation announced the appointment of Torsten Schneider as its chief financial officer. Schneider joins from APP Jet Center, where he served as CFO of its FBO network, and previously led a finance team of over 25 at a ground‑handling...
In this episode, CFO Indikab Nazir discusses how finance leaders can become strategic partners by immersing themselves in go‑to‑market operations and pipeline dynamics, especially during venture‑backed inflection points. He shares lessons from early mentorship, interim CFO roles, and scaling companies...
Cyient announced that long‑time CFO Prabhakar Atla will become chief operating officer on 1 April 2026, while Shrinivas Kulkarni, previously CFO of Cyient DLM, steps into the group CFO role. Atla, a 12‑year Cyient veteran, will drive next‑generation delivery models, talent development and...
Corporate bond issuance in India fell more than 20% year‑on‑year in February 2026, marking the weakest three‑year level. Meanwhile, banks reclaimed dominance, with their share of total commercial‑sector funding rising to about 63% in FY26, up from 51% a year...
