A little more than decade ago, Travis Page was hauling gear off a tour bus, criss-crossing the country with indie bands. One late night, sweat-soaked and exhausted, he noticed fans waiting in the rain simply to glimpse their favourite artist. Passion like that ought to power a business, he thought. That backstage epiphany still guides him as CFO of Crunchyroll, the world’s largest anime platform.

After the music industry’s 2007 crash, Page hit reset—trading road cases for a Wharton MBA and, soon after, a seat at Barclays Capital. Covering entertainment firms during the Lehman-to-Barclays transition gave him, he laughs, “a five-year education in two.” The intensity paid seemed to pay off: at 30, he was head of finance at Remark Media, then a corporate-development deal maker at Demand Media.

Sony Pictures Entertainment came calling next. Page helped stitch together seven anime acquisitions, culminating in Funimation’s purchase and, later, the Crunchyroll merger. When Sony needed a strategic CFO to scale the nascent service, his boss put his name forward—before even asking him. He accepted on the spot.

Today, Crunchyroll counts “over 15 million subscribers in 200 countries,” Page tells us, triple the total since the 2021 merger. His playbook pairs disciplined capital allocation with fan-first intuition: license or co-produce 99 percent of content in Japan, then “explode” each franchise across streaming, film, and consumer products. Finance’s role? Embedded FP&A analysts sit in strategy off-sites, ensuring every creative gamble lands on a sound financial stage—just like those fans waiting in the rain taught him years ago.

It was Friday the 13th in March of 2020, and Steven Miller was staring at a suddenly irrelevant budget. Hours earlier Warby Parker had shuttered every one of its 280 stores to protect employees and customers. “Remember that plan we just approved?” he asked the leadership team. “Forget it.” In its place he introduced PAR—Pause, Adjust, Redeploy—a framework that let finance review cash daily, pivot marketing dollars to booming e-commerce, and preserve innovation spend while the world locked down. The episode crystallized Miller’s philosophy: data guides decisions, but agility preserves advantage.

Raised as a strategy consultant at Monitor Company, Miller learned early to hunt for competitive leverage. A New York City Urban Fellows stint deepened that lesson when a commissioner advised him to “read the budget if you want to know a society’s values.” The line sent him chasing the intersection of money and mission—from Flatiron’s venture trenches to Majestic Research, where the 2008 crisis forced layoffs and, ultimately, a sale to ITG that began with his cold call. Warby Parker appealed because it made a tangible product and pledged social impact.

Miller joined when the firm had 20 employees and no stores; today it approaches 4,000 people and, he tells us, opens “40-plus new locations a year.” Eight capital raises and a 2021 direct listing later, his remit is constant: align capital with purpose. By measuring four-wall EBITDA, inventory turns, and cost lines against revenue, Miller ensures every dollar advances a simple mission—help more people see clearly around the world daily.

It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled but intrigued, Greiner went along—only to discover the traffic patterns had shifted. “They repainted the lines,” the driver told him with a grin. The same bridge, same road—just used differently.

Greiner never forgot the lesson. As CFO of Zeta Global, he often draws from that experience when approaching business challenges. “You might be fixed in your infrastructure, but there’s almost always another way through,” he tells us.

That mindset is now shaping Zeta’s evolving AI strategy. Rather than applying AI for efficiency’s sake, Greiner tells us his team follows the real patterns of work—starting with customer behaviors. “We began by observing how marketers use our platform,” he says, “then built automations to eliminate keystrokes and surface next-best actions.”

Now, the finance function is adopting the same approach. Greiner’s team is analyzing daily tasks across accounting, FP&A, and sales operations to identify which can be codified and automated. Zeta is building agent-based workflows that transform data into actionable insights—at the push of a button.

“We’re letting the work show us where to go,” Greiner says. And like that rush-hour bridge in Shanghai, sometimes a better route is just a few new lines away.

Jerome Upton still remembers the silence that descends just before a game begins. As captain of his college team, he’d scan the huddle, gauge nerves, and ask, “What does winning look like today?” “That’s where I learned the power of shared goals,” Upton tells us. Years later, the Genworth Financial CFO opens staff meetings similarly—then hands teammates room to execute.

The first bold play of his career came soon after graduation. At a small insurer, Upton stunned mentors by jumping to KPMG. “I needed wider fields,” he explains. Eight years of audits sharpened his technical vision, yet the move that truly stretched him arrived when GE Capital—Genworth’s predecessor—offered a divisional‑controller seat with global scope. Overnight his “team” expanded ten‑fold, teaching him to win through trust rather than touch‑every‑file oversight.

International assignments followed: boardrooms in Europe, investor roadshows in Asia, client visits in Latin America. Hearing customers critique products in real time “made finance feel less like a ledger and more like a heartbeat,” he says. That perspective proved vital during Genworth’s post‑crisis crossroads. Tasked with raising capital quickly, Upton orchestrated a minority IPO of a foreign subsidiary, executed at speed and premium valuation. The deal slashed leverage and revealed hidden asset value.

Today his playbook balances share buybacks and debt reduction with growth bets such as CareScout. Multi‑year downside modeling safeguards the core, while his Gretzkyesque mantra—skate where the puck is going—keeps him focused on tomorrow’s opportunity.

t was sixty days into his new role when Brian McClintock tells us he realized the company’s monthly “profit” was actually a million-dollar loss. As the CFO reviewed the financials, he discovered that each rosy figure concealed a troubling truth. For many executives, panic might have followed. Instead, McClintock’s response underscored a key principle: remain calm and stay focused on data-driven solutions.

As he dug deeper, a misalignment of actual costs and revenue assumptions emerged, revealing the precarious financial situation that demanded immediate action. Determined to right the ship, he mapped a bold course, recommending a strategic acquisition that would fortify cash flow and support operational improvements. “We had to leverage operational insights along with our existing relationships,” McClintock explains, adding that his experience in complex telecom environments allowed him to see beyond the numbers. The result was rapid transformation. Within a year, the company went from losing seven figures each month to generating a million dollars in monthly EBITDA—proof of the CFO’s insistence on purposeful change.

It was a first meeting Naeem Ishaq tells us he’ll never forget: stepping into the Chief Product Officer’s office at Salesforce, he began pitching a bold new pricing model. Yet the officer cut him off, bluntly telling him to “figure out the (numbers) first, then we can talk strategy.” Ishaq admits he had inherited something of a mess when it came to the data. Despite the tough feedback, however, he refused to give up. He dove deeper—verifying metrics, updating budgets, and clarifying every detail—determined to show he could be both a financial expert and a strategic partner. By persevering rather than shrinking from the challenge, he eventually earned the trust needed to advance his pricing insights.

That wake-up call echoed lessons he’d learned as a child of immigrants. Ishaq tells us his father arrived in the United States with just twenty dollars, fueled by grit and hope. Growing up, Naeem watched firsthand how determination could unlock opportunity—even if the odds seemed stacked. This conviction led him to form his first business in 1999, forging a passion for technology-driven solutions that would guide him in future roles at Salesforce, Square, and eventually Checkr.

Today, as CFO and Chief Strategy Officer at Checkr, Ishaq’s mindset blends rigorous analysis with an entrepreneurial spark. He believes finance leaders create the most impact when they go beyond reporting numbers to envision what’s possible—and then rally others around that vision.

It was the kind of boardroom moment that separates finance professionals from finance leaders. Tony Jarjoura, now CFO of Gigamon, found himself surrounded by audit committee members as a dense, highly technical tax strategy unraveled before them. Despite having pored over legal memos and internal reviews, the room still looked puzzled—until Tony spoke. In just two sentences, he distilled thousands of hours of technical effort into a clear, accessible takeaway. “That was the moment,” he tells us, “when I realized the power of translating complexity into clarity.”

Tony’s journey to that moment began with a professor’s advice back in university: go Big Four, earn your CPA, and the world will open up. He took it to heart, spending 15 years at Ernst & Young in San Francisco, embedded in Silicon Valley’s IPO engine room. At EY, he wasn’t just crunching numbers—he was watching ideas travel from whiteboard sketches to billion-dollar listings. Companies like Atlassian, Okta, and Workday became case studies in how finance underpins innovation.

When he stepped into industry during the COVID years, Jarjoura traded IPO war rooms for the operational depths of Gigamon. He jokes about never having recorded a journal entry before—but quickly embraced the inner mechanics of finance operations. Today, he views FP&A not as a rearview mirror but as a GPS system for business decision-making. “Finance has to be the connective tissue,” he says, “translating data into decisions that shape where we go next.

“It wouldn’t surprise me. No, it would be exciting.”

That was Adam Ante’s initial response when asked if five years from now, he could imagine himself still in the C-suite—but not as a CFO. The comment seemed to linger in the air, hinting at a deeper current in his career journey. Ante, who had led Paycor through an IPO, a pandemic, and most recently, a $4.1 billion sale to Paychex, wasn’t just closing out a CFO chapter—he may have been opening something entirely new.

While he later softened the sentiment, suggesting he might be surprised if he moved beyond finance, his earlier candor revealed a finance leader attuned to operations—and perhaps transformation.

Years earlier, Ante had flown weekly to Colorado, struggling to integrate a newly acquired company. “I felt like I was failing,” he tells us. The lesson was hard-won: strategy and spreadsheets are meaningless unless you can move people with them. That shift—from financial executor to business operator—has defined his trajectory ever since.

His strategic mindset matured further with Extreme Ownership, a book he credits with changing how he approached leadership, cross-functional collaboration, and results.

Now, as the dust settles on Paycor’s acquisition, Ante’s priorities have shifted once again—to preserving what works, aligning teams, and honoring the customer experience.

Host Erik Zhou sits down with Amber Papp, VP of Finance at Scentbird to explore the unique challenges of accounting in the e-commerce space. From managing a massive inventory of over 700 fragrances to navigating rapid growth and making smart automation decisions, Amber shares firsthand insights on what it takes to keep financial operations running smoothly at a high-growth, subscription-based company.

Amber and Erik also dig into relevant themes like the role of AI in accounting, balancing efficiency with cost when evaluating new financial tools and systems, and the never-ending pursuit of data integrity.

And as the episode closes, Amber shares a truly unexpected budget request—one that involved a Cybertruck, a demolition derby, and a marketing team with big dreams.

Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpected—he pitched actual trade ideas to the portfolio manager across the table. That bold move earned him a spot on the team, and eventually, a portfolio of his own. “That whole experience taught me how to assess decisions through the lens of an investment,” Rothschild tells us. It’s a mindset that has quietly shaped every leadership decision he’s made since.

Rothschild’s early career was forged in the high-stakes world of investment finance during the 2008 financial crisis. He later transitioned into corporate finance, helping build out the FP&A function at Sovereign. When the CFO unexpectedly departed, Rothschild found himself reporting directly to the CEO—presenting financial results to the board and leading a complex equity raise. “It was both exciting and stressful,” he recalls, “but I knew I had a window to gain experience that would last a lifetime.”

What sets Rothschild apart is the investor’s mindset he brings to the CFO role at Cin7. He encourages his team to think in bets—evaluating risks, testing hypotheses, and acting decisively. He’s also a champion of simplicity and automation, challenging his team to reduce low-ROI cycles and focus on what matters most.