E45: The Tables are Turned: CJ's First FP&A Hire Alex Peterson Interviews CJ

Today, the tables are turned as guest Alex Peterson, an expert in Financial Planning & Analysis (FP&A) – and CJ’s first hire – puts CJ in the hot seat. Tune in for two old friends sharing war stories and talking about performance reviews, net dollar retention rates, and Frank Slootman’s retirement. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.

—

PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode

Apple: https://podcasts.apple.com/us/podcast/run-the-numbers/id1723787140

Spotify: https://open.spotify.com/show/0zQCkklNnVgMD364kCW5SV

—

SPONSORS:

Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages. 🚀 Request a demo at www.maxio.com/runthenumbers for 10% off your first year.

NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.

Attio is the next generation of CRM. It’s powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioRTN

Thoropass provides complete compliance management, continuous monitoring, and security audits through intuitive software and expert guidance – allowing you to do business with confidence. Learn more: https://bit.ly/Thoropass 🔒

Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. 🌴 Visit www.tropicapp.io/metrics to learn how.

—

FOLLOW US ON X:

@cjgustafson222 (CJ)

@turpentinemedia

—

TIMESTAMPS:

(00:00) Preview and Intro

(01:57) Sponsor - Maxio |NetSuite

(04:47) On Swimming, Endurance and Working in FP&A

(07:45) Understanding the Headcount Model

(13:12) Reflections on Working Relationships and Working Against the Norm

(22:27) Sponsor - Attio | Thoropass

(24:42) Alex’s CJisms and Navigating the Job Market Post-COVID

(32:14) FP&A Is a Customer Service Role

(41:15) Sponsor - Tropic

(42:28) A Really Cool Performance Review

(44:21) The Legacy of a Leader

(47:47) On Frank Slootman’s Retirement

(53:28) Understanding the Product You're Selling

(56:36) 30-Minute Standing Water Cooler Friday Mornings

(59:30) Wrap