The role of the contemporary Chief Financial Officer (CFO) is one of the most important functions in any organization. In today's ever-changing business environment, CFOs need to possess a unique set of skills and abilities that will enable them to effectively lead their organizations through times of uncertainty. For that reason, Dan Fletcher joins the show to share what these skills are.

Dan is the CFO of Planful, an FP&A platform that empowers businesses to plan confidently, close faster, and report accurately. He is a C-suite executive investor and board member with deep experience in high-growth SaaS companies. Dan also serves as an Advisory Board Member at Gappify and is a Certified Public Accountant.

In this episode, we discuss:

  • Relationship building and perseverance for career pivots
  • The FP&A platform for continuous planning
  • The role of technology for CFOs
  • What makes a great CFO?
  • What makes a good independent director?

Learn more about Dan:

  • Dan Fletcher on LinkedIn
  • Planful Website

Episode resources:

  • Personiv's Website
  • Personiv on LinkedIn
  • Personiv on Facebook
  • Personiv on Twitter

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Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank.

Check out our three most downloaded episodes:

  • Strategic Planning and Forecasting for the Future w/ John Cappadona
  • Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
  • Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller