Scott Geller – The CFO Perspective
Episode: Do I really need a financial model?
Date: February 1, 2021
IBGR.Network - PROFIT Radio. Everything a business owner needs to start, grow or exit a business. GROW WITH US.
I have 20 years of experience in the finance realm that started with the Federal Reserve Bank as a bank examiner, moved on to 7 years at a Fortune 300 insurance company, and then a 50-70 person spin-off technology firm under the Allianz umbrella of companies. I was with the spin-off from day zero all the way until the unfortunate end and I had to close down the business. I am now a financial consultant serving primarily as a fractional or part time CFO for companies that range from start ups to young and scaling to established with stable growth. I take over from the accountant as a lean cost effective option for Profits Engineering, Cash Optimization, Strategic Acceleration and Executive Partnering committed to your success. Please contact me at email@example.com.
Show Objectives - The Why
Sales owns Revenue and Finance owns the numbers ... or Finance works within the business to create revenue or find pockets of revenue "financially." Revenue has multiple levers that can all be manipulated from internal and external sources. However, your CFO or finance function should be quantifying those levers outside of the traditional "sales rep" performance. The result is increasing your revenue "financially" with collaboration across the organization.
What You Need to Know - The What
What You Need to Do - The How
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