The Forward Thinking CFO
The Forward Thinking CFO
Numeritas
Podcast by Numeritas
Numeritas - Episode 28 - Lawrence Edwards-Smajda - Haier UK & Ireland
In this episode of The Forward Thinking CFO, Stephen Aldridge was joined by Lawrence Edwards-Smajda, CFO of Haier UK & Ireland, the mastermind behind a number of well-known big brands like Hoover and Candy. Lawrence's journey to Haier is a fascinating one, beginning with what was essentially a 12-month interview that paved the way for a captivating story you won't want to miss. An experienced finance professional and commercial leader who has performed and succeeded in many varied and pressurised positions and situations, Lawrence brings an incredible wealth of experience to this episode. During their fascinating discussion, Stephen and Lawrence delve into: - Implementing SAP and navigating digital transformation Standardising data and processes for success - Managing a business amidst a pension scheme deficit - Reorganising UK operations and finance functions effectively - Developing a commercial finance strategy in alignment with business objectives Whether you're an established CFO or aspiring to be one, in this fascinating conversation, you’ll gain plenty of valuable insights from a true leader in the field. We’re keen to hear your thoughts on this episode, so please get in touch below with any feedback you have. If you want to find out more about Lawrence, check out her LinkedIn profile – https://www.linkedin.com/in/lawrence-edwards-smajda-46211912/ If you want to learn more about Haier Group, have a look at their website at – https://corporate.haier-europe.com/
Jun 6, 2024
30 min
Numeritas - Episode 27 - Cameron Miller - Carlton Power
In this episode of The Forward Thinking CFO, we go a little off-piste as Cameron Miller, the Hydrogen Development Manager at Carlton Power, joins us to discuss the current state and future of hydrogen in the UK. As the shift from fossil-based to renewable energy sources gains momentum, Cameron's expertise sheds light on the pivotal role of hydrogen in this transition. Carlton Power is an independent UK energy development company that develops and finances renewable energy and renewable-associated infrastructure projects, so it is at the forefront of the energy transition. Cameron brings an innate passion for the ongoing changes in the global energy transition. During their discussion, Stephen and Cameron explore: - Why hydrogen is crucial for the energy transition - The UK government's support mechanism for hydrogen production - The UK's hydrogen strategy and its potential to replace natural gas Whether you're passionate about sustainable energy or considering investments in renewable energy projects, this conversation offers a valuable insider view. We’re keen to hear your thoughts on this episode, so please get in touch below with any feedback you have. If you want to find out more about Cameron, check out his LinkedIn profile – https://www.linkedin.com/in/cmmiller17/ If you want to learn more about Carlton Power, take a look at their website – www.carltonpower.co.uk
Apr 26, 2024
20 min
Numeritas - Episode 26 - Paul Lines - Garwood Solutions
In this episode of The Forward Thinking CFO, we were joined by the hugely knowledgeable Paul Lines, Corporate Finance Advisor and Consultant at Garwood Solutions, a firm that advises Professional Services and IT firms, as well as their investors. Paul specialises in helping firms to grow and develop through mergers and acquisitions, and having been in the business for over 20 years, he’s practically a lifelong M&A practitioner, with a wealth of deals under his belt. In this episode Paul talks about his career to date, the many reasons why firms consider mergers and acquisitions, and the key steps involved in the process. During their discussion, Stephen and Paul explore a number of topics, including: - The compelling reasons for firms to consider M&A as a growth driver, even in challenging times. - Why sellers must be prepared for negotiations - with their financial house fully in order. - The current upswing in the M&A market, fuelled by pent-up demand and private equity activity. - Common pitfalls to navigate, especially when contemplating international acquisitions. - The need for buyers to be crystal-clear on their strategic objectives to identify their ideal acquisition targets. Paul also offers valuable advice to those who may be interested in specialising in M&A. So whether you’re a business leader, just starting out in your career, or an established CFO with an interest in M&A, this fascinating conversation will give you plenty of real, actionable advice to prepare you for the road ahead. We’re keen to hear your thoughts on this episode, so please do get in touch below with any feedback you have. If you want to find out more about Paul, check out his LinkedIn profile – https://www.linkedin.com/in/paul-lines/?originalSubdomain=uk If you want to learn more about Garwood Solutions, take a look at their website – http://www.garwoodsolutions.com
Mar 22, 2024
39 min
Numeritas - Episode 25 - Aneal Vallurupalli - Airbase
In this episode of The Forward Thinking CFO, we were joined by the hugely knowledgeable Aneal Vallurupalli, CFO at Airbase, a spend management software company. Aneal brings a unique perspective to the table, as he not only holds the CFO position at Airbase but also works directly with CFOs and finance departments to streamline their processes, so gets to experience both sides of the coin. Aneal’s career began in technology investment banking at Union Square Advisors, His background includes early to late-stage corporate finance, corporate development, operations, and tech M&A. With over 12 years of experience in financial operations, Aneal has seen firsthand the challenges of manual processes and the need for automation. Aneal has been instrumental in building Airbase, so brings a wealth of insights to this episode. During their discussion, Stephen and Aneal explore: - The evolving role of CFOs in rapidly growing companies - The importance of modernising procurement and payment processes - Accounts payable automation, fraud monitoring, and building customer trust - Overcoming challenges in acquisition and post-merger integration strategies - Successfully managing a remote-only company - Navigating economic downturns and preparing for future growth Whether you’re an established CFO or an aspiring one, this captivating conversation will give you plenty of food for thought. We’re keen to hear your thoughts on this episode, so please do get in touch below with any feedback you have. If you want to find out more about Aneal, check out his LinkedIn profile – https://www.linkedin.com/in/aneal-vallurupalli-4b573a38/ If you want to learn more about Airbase, take a look at their website – www.airbase.com
Feb 21, 2024
48 min
Numeritas - Episode 24 - Soufyan Hamid - SouFBP
In this episode of The Forward Thinking CFO, we were joined by the inspirational Soufyan Hamid, founder and financial storytelling trainer at SouFBP. With a background in auditing and consulting at top firms like PwC and Deloitte, Soufyan discovered the power of storytelling during his time as a finance business partner in the telecommunications industry. Soufyan's journey taught him the importance of winning over internal stakeholders, and now he's on a mission to revolutionise finance presentations by transforming them into captivating business stories told by finance professionals. During their discussion, Stephen and Soufyan delve into: - Identifying and addressing the five common issues with finance presentations - Structuring financial presentations to resonate with different audiences - Harnessing the power of visuals, value delivery, and brevity - Understanding why body language, engagement, and practice are crucial Whether you’re an established CFO or an aspiring one, this fascinating conversation will give you plenty of real, actionable advice to bring your financial stories to life. We’re keen to hear your thoughts on this episode, so please do get in touch below with any feedback you have. If you want to find out more about Soufyan, check out his LinkedIn profile – https://www.linkedin.com/in/soufyanhamid/ If you want to learn more about SouFBP, have a look at his website – www.soufbp.com
Jan 18, 2024
41 min
Numeritas - Episode 23 - Marco Torrente - WebBeds
In this episode of The Forward Thinking CFO, Stephen Aldridge was joined by Marco Torrente, Global Chief Financial Officer at WebBeds, a global online marketplace for the travel trade. Marco heads up the finance team of about 220 people spread across the globe. As a global finance leader and director who has provided strategic counsel to many blue chip companies, Marco has helped implement operational efficiencies that target growth for businesses listed on the FTSE100, NASDAQ, and ASX. Marco brings a wealth of experience to the episode. During their fascinating discussion, Stephen and Marco delve into: - Managing a global online marketplace during the pandemic - Using AI and machine learning in finance - AI adoption in finance and the CFO role evolution Whether you're an established CFO or aspiring to be one, this thought-provoking conversation will keep you updated about the latest industry changes and the evolving role of CFOs. We’re keen to hear your thoughts on this episode, so please get in touch below with any feedback you have. If you want to find out more about Marco, check out her LinkedIn profile – https://www.linkedin.com/in/marco-torrente/ If you want to learn more about WebBeds, check out their website at – http://www.webbeds.com/
Dec 19, 2023
25 min
Numeritas - Episode 22 - Magdalena Markiewicz - Eel Power
In this episode of The Forward Thinking CFO, we were joined by the inspirational Magdalena Markiewicz, CFO of Eel Power, providers of battery storage for the UK’s renewable energy supply. Magdalena shares her fascinating, slightly non-traditional path to becoming a CFO with us on this episode. Magdalena's journey took her from New York to Barcelona and back to London where she joined Rothschild. Her ultimate goal was to become a CFO for a company making a difference, and she achieved it at Eel Power. Her journey has been truly remarkable. Her incredible expertise, straightforward attitude and passion for low-carbon energy transition and renewable power infrastructure make for a captivating episode. During their discussion, Stephen and Magdalena delve into: - Transitioning from consulting to the finance industry - The emerging battery industry and it’s role in managing grid volatility - How battery storage works and how it is evolving - Quality and cost prioritisation for battery storage in the future Whether you’re an established CFO or an aspiring one, this compelling conversation will give you plenty of food for thought. We’re keen to hear your thoughts on this episode, so please do get in touch below with any feedback you have. If you want to find out more about Magdalena, check out her LinkedIn profile – https://www.linkedin.com/in/magdalena-markiewicz-34345b3/ If you want to learn more about Eel Power, have a look at their website at – https://eelpower.co.uk/
Oct 25, 2023
41 min
Numeritas - Episode 21 - Guy Ellis - Rockpool Investments
In this episode of The Forward Thinking CFO we spoke to Guy Ellis, Partner at Rockpool Investments, a private equity business specialising in £5-15m investments into lower-mid market companies. Returning to the subject of sources of finance for business in this episode, Guy is the perfect guest to share his incredible knowledge of the world of private equity. With over a decade of experience in the sector, having previously worked at Goldman Sachs and Alcuin Capital, Guy shares practical insights and tips to make private company investing accessible and transparent. In this insightful episode, Guy and Stephen delve into: - How Rockpool Investments differs from a traditional private equity firm - How investors choose where to put their money - What drives companies to look for investments - The role of the CFO in private equity investments If you’re an entrepreneur or CFO looking at funding options, this episode is packed full of tried-and-tested advice and tips. We’re keen to hear your thoughts on this episode, so please do get in touch below with any feedback you have. If you want to find out more about Guy, check out his LinkedIn profile – https://www.linkedin.com/in/guy-ellis-6b7a6216/ If you want to learn more about Rockpool Investments, have a look at their website at – https://www.rockpool.uk.com/
Aug 30, 2023
36 min
Numeritas - Episode 20 - Daniel Quint
In the latest episode of The Forward Thinking CFO, we catch up with Daniel Quint, Chief Financial Officer at Staffline Group PLC. Staffline Group PLC specialise in developing and deploying highly flexible, robust and skilled workforces to organisations. They are the UK’s leading provider of flexible blue-collar workers, supplying approximately 40,000 staff per day on average. Daniel joined the company when it was in a distressed state in 2019 and has executed an award-winning turnaround, moving from a material risk to a going concern, to a stable, profitable business. Daniel applied all his experience from previous roles as Finance Director at the ICAEW and at Robert Walters PLC to restructure the company. With decades of expertise behind him, Daniel is well-placed to provide some fantastic financial advice you won’t want to miss. In this insightful episode, you’ll discover the following: · How to turn an organisation around when share prices begin to drop · The key elements you need to think about to integrate a new acquisition successfully · Why a three-pronged approach can serve you well when embarking on a cultural transformation If you’re a CFO or entrepreneur looking to restructure your finances, this episode will provide you with the knowledge and advice to help you do so. We’d love to hear your thoughts on this episode, so be sure to get in touch with any feedback you may have. If you would like to learn more about Daniel’s work, check out his LinkedIn profile – https://www.linkedin.com/in/danielquint/?originalSubdomain=uk And if you want to find out more about Staffline Group PLC, you can view their website – https://www.stafflinegroupplc.co.uk/
Apr 25, 2023
28 min
Numeritas - Episode 19 - Team Discussion
In this episode of The Forward Thinking CFO, we’ve got a special edition for you. Taking a different approach, we've gathered some of the Numeritas team's leading experts for a roundtable discussion on the impact external environmental factors have had on the sector in recent times. The last few years have certainly been turbulent, from Brexit and the pandemic to the war in Ukraine and everything in between, but what can we learn from it? In this episode Stephen Aldridge is joined by colleagues Denver McCann and Tushar Naik to share their experiences from supporting clients through these challenging times and to explore: - Tools and resources that are invaluable during turbulent periods - The importance of being able to agilely re-forecast - How to effectively utilise the abundance of data now available - How attitudes towards forecasting and frequency of forecasting are changing If you’re an entrepreneur or CFO looking to future-proof your organisation, this episode is packed full of practical advice. We’re keen to hear your thoughts on this team discussion episode, so please do get in touch with any feedback you have.
Feb 28, 2023
26 min
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