Post by Finmo

If your CEO asked you right now – what is our real-time cash position across every account, currency, and entity – how long would it take you to answer? Our CEO David Hanna has asked this question hundreds of times over the last two decades, from his time at PayPal and EY to ING and Rapyd. The answer has almost always been half a day to two days. Every time, the root cause is the same: the finance leader's ambition outgrew their operational toolkit. While we’ve witnessed the modern CFO’s mandate expanding into strategy, forecasting, and growth over the last decade, the infrastructure most finance teams rely on has stayed exactly where it was two to three decades ago. This is precisely why Finmo was created, but today, it is also why David and the Finmo leadership team has created The CFO Brief – a “closed-door” bi-monthly series available via our LinkedIn newsletter, Finmo Pulse – to give ascendant finance leaders and ambitious founders the tailored operational playbooks that close that gap, stage by stage. Our first edition, "The New CFO Playbook," is written by David himself, mapping the five trigger points where treasury typically breaks as a startup or company grows, and what to build before each one hits. It includes a stage-by-stage infrastructure checklist and a 60-second diagnostic David uses with the finance leaders he has advised over the last 20 years. Read the first edition of The CFO Brief now.