Scott Geller – The CFO Perspective
Episode: How does finance impact my strategic goals?
Date: February 22, 2021
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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 firstname.lastname@example.org.
PROBLEM STATEMENT/SHOW OBJECTIVE
“Success is 20% skills and 80% strategy. You might know how to succeed, but more importantly, what’s your plan to succeed?” - Jim Rohn.
Strategic planning is tantamount to succeeding beyond the immediate horizon and I firmly believe the CFO should be at the center of this collaborative effort. The CFO should expand their traditional role from the figures to serve as the enabler, challenger, innovator, and intersection for quantifiable actions. The current world is pushing companies strategic efforts toward a consistent flow of information and decision making in place of an annual event. The CFO needs to be involved if not driving the ownership of tracking the flow of info, comparing results against objectives, and facilitating the entire process.
WHAT YOU NEED TO KNOW
WHAT YOU NEED TO DO
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NEXT: Episode 9 - 2021_02_29 - Do I have options to price my services and/or goods?
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