This episode features Jason Wooten, Head of Finance Operations at ClickUp - a finance leader who has truly lived the evolution of Finance Ops.

With a career that spans business development, procurement, collections, deal desk, and enterprise transformations, Jason brings a unique cross-functional view to finance that’s rooted in operational grit and strategic thinking.

In this episode, "Finance Ops Leadership in a Digital World", we unpack:

🔹 Jason’s unconventional journey from cold-calling sales rep to leading Finance Ops at one of the most innovative SaaS companies

🔹 What it really takes to scale cash collections and balance logo vs. cash retention

🔹How Jason led a high-stakes office relocation project - sourcing off-market real estate and negotiating government incentives, the hardest but most rewarding project of his career

🔹 The tech transformation that reshaped finance-customer collaboration

🔹 His take on why the CFO tech stack is outdated and how AI can bring the biggest transformation

🔹 Tactical career advice for anyone aspiring to lead finance operations in the modern age

If you're building or leading finance operations in 2025 and beyond - this one’s packed with real talk, hard-won lessons, and honest reflections.

#InsideTheCFOOffice #Podcast #FinFloh #FinanceOps #CFO #CFOTech #SaaSFinance #AIinFinance #FinanceLeadership #ClickUp