CFO Weekly

Breaking Spreadsheet Boundaries for Next-Gen Finance Analysis with Bobby Pinero


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Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero.

Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees.

In this episode, we discuss:

  • How Equals reinvents spreadsheets
  • The importance of high-level financial modeling
  • Entrepreneurship and Finance
  • The power of learning SQL for finance

Learn more about Bobby:

  • Bobby Pinero on LinkedIn
  • Equals Website

Episode resources:

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

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Instructions on how to follow, rate, and review CFO Weekly are here.Episode resources:
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If you enjoyed this episode, then please either:
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Instructions on following, rating, and reviewing CFO Weekly are here.
Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
  • Driving Value Beyond Finance with Tom McDermott
  • Why CFOs Are the Chief Everything Officers with Claire Bramley
  • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
  • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
  • What Lights You Up? with Jordan Grumet
  • Become a Lean Six Sigma Master Black Belt with William Washington

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

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