Sam Levy is Senior Vice President at Oracle NetSuite, the world's leading provider of AI-powered cloud ERP solutions for growing and finance-led companies. Under his leadership, NetSuite has grown to serve thousands of organizations globally and is recognized as the #1 AI Cloud ERP, with a vibrant community including over 1,500 CFO Alliance member enterprises. With over 25 years of experience in enterprise software, he has also held leadership roles at Epicor, Infor, and other technology firms.

In this episode…

The finance world is undergoing a massive shift. Once defined by reporting and control, today's finance leaders must steer organizations through constant disruption, volatile markets, and rapid technological change. The question is: how can modern CFOs evolve from financial stewards into true growth partners who drive strategy, innovation, and performance?

According to Sam Levy, a veteran finance and technology leader, the key lies in operational fluency and connected decision-making. He explains that today's most effective CFOs don't just interpret the numbers; they shape what happens next by linking financial metrics to operational drivers and business outcomes. Sam highlights how leading finance teams are using real-time data and targeted AI tools to streamline forecasting, optimize cash flow, and strengthen cross-functional planning. The result is faster, smarter decisions and a new era of finance leadership grounded in clarity, confidence, and capital efficiency.

In this episode of the Level Up, Nick Araco speaks with Sam Levy, Senior Vice President at Oracle NetSuite, to discuss how CFOs can thrive in a disrupted, tech-driven world. Sam discusses the evolution of the CFO from reporter to strategist, practical applications of AI and automation that deliver measurable ROI, and how to balance growth with discipline in today's capital-constrained environment. Sam also shares why mastering operational fluency is the defining skill for the next generation of finance leaders.