The Role Forward: A Strategic Finance Podcast Podcast Artwork Image

The Role Forward: A Strategic Finance Podcast

Mosaic Tech

The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.
Episodes
Breaking Down Annual Planning with CJ Gustafson of Mostly MetricsNovember 27, 2023
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Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat ManagementNovember 13, 2023
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Exploring AI in Finance with Todd Spartz, CFO of LinkLiveOctober 02, 2023
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Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo PartnersSeptember 18, 2023
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The Collaborative Finance Function with Zack McCarty, Director of FP&A at QwickAugust 28, 2023
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The State of Strategic Finance in Q3 2023August 14, 2023
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The State of Venture Funding in 2023 with OMERS VenturesJuly 31, 2023
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Board and Investor Communications Q&A with XYZ Capital, Spiff, and MosaicJuly 17, 2023
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Modern Finance Tech Stack Q&A with Spiff, XYZ Capital, and MosaicJuly 03, 2023
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Making Sense of SaaS Billing Data with Brian Campbell, Co-Founder of MosaicJune 19, 2023
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30-60-90 Plan for New Finance Leaders with Jervis Williams, CFO of Second Front SystemsMay 22, 2023
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How to Raise Debt as a Startup with Jeremy Tsui, Co-Founder and CEO of FinleyMay 08, 2023
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How Finance Can Help Drive Customer Retention with Nick Tarnoff, VP Finance, SupportLogicApril 24, 2023
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Getting Off the Ad Hoc Analysis Treadmill with Joel Blachman, Operations and Finance Lead at Amper TechnologiesApril 10, 2023
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How to Manage Your Accounting Data Hygiene with Numeric Co-Founder and CEO Parker GilbertMarch 27, 2023
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Fundraising in a Down Market with Scott Stouffer, CEO and Founder of scaleMattersMarch 13, 2023
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How to Ensure a Successful NetSuite Implementation with Edwine Alphonse, Controller at Ramp February 27, 2023
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Financial Transformation in Finance’s Golden Age with Chris Ortega of Fresh FP&AFebruary 13, 2023
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Building a Career in and Beyond Finance, Former Teampay COO Peter NesbittJanuary 23, 2023
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How to Bulletproof Your Business with the Right Tools with Mosaic COO, Joe GarafaloJanuary 09, 2023
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Taking Your Financial Storytelling to the Decision-Makers' Table with Mosaic CEO, Bijan MoallemiDecember 26, 2022
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The Heuristics of Forecasting with Brian Weisberg, CFO at TideliftDecember 12, 2022
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Death to Spreadsheets? Tracking the Way to Finance’s Future in Automation with Lauren Bahr of OccupierNovember 28, 2022
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The Rapid Growth of Third-Gen FP&A Tools: The FP&A Guy, Paul BarnhurstNovember 07, 2022
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A Complete Guide to Headcount Planning: Assemble Co-Founder, Enrique EsclusaOctober 24, 2022
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