
Hosted by The Future of Finance is Listening · EN

The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. “There’s gonna be a press release,” he remembers thinking. “Our new PE partners will open up a treasure chest of relationships for us—we need to be ready.”In anticipation, Sullivan and his team ramped up hiring, ensuring 2X had the supply of talent needed to meet the expected surge in demand. But in the six months spent navigating investment negotiations, pipeline oversight had faltered. Revenue didn’t spike as expected. Instead, churn crept up. “We had holes we hadn’t paid attention to,” Sullivan tells us. “And the benefits we thought would be immediate weren’t—they needed time to take root.”The result? A painful lesson in timing. They had staffed up, but business momentum had stalled, sending gross margin percentages downward month after month. The wake-up call came swiftly—a tough conversation with the PE board. “It was needed,” he admits. “The realization hit: Monthly reporting was too infrequent for a dynamic business like ours.”

Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company’s growing margin pressures stemmed not from a single root cause but from many. From pricing misalignment to invoice errors, Leung had compiled a lengthy list of snags. Along the way, he began empowering the people closest to each issue to drive the necessary improvements. By implementing more than 15 “big rock” initiatives—tracked through monthly reviews—Flexport rapidly identified, tested, and refined solutions. This cross-functional, data-centric effort not only began restoring margins but also created a replicable model of continuous improvement.That turnaround effort, Leung tells us, echoed lessons he learned earlier in his career. As a young analyst at an investment bank, he quickly discovered how fundamental analysis and modeling could uncover hidden risks. Later, private equity taught him the vital link between operational decisions and financial outcomes—a perspective he solidified while leading finance and supply chain for a small consumer brand. When he encountered Flexport as a paying customer, its tech platform so thoroughly simplified his logistics challenges that he became a believer in its end-to-end visibility.

Trintech CFO Omar Choucair is increasingly turning to AI as a strategic advantage—building teams, refining data “plumbing,” and automating time-consuming processes. His strategic mindset, honed by years of thriving in unpredictable environments, drives him to embrace AI as a catalyst for operational efficiency and transformative growth. Choucair tells us that his approach centers on leveraging AI to unlock competitive insights, streamline decision-making, and propel Trintech ahead in the rapidly evolving landscape of finance and technology.

It was an impromptu meeting Gantus will never forget. One day at Tesla, the company’s then-President of Automotive, Jérôme Guillen, pulled her aside, whispering about a decision Elon Musk was leaning toward. Guillen—who led the automaker’s push for production scale and supply chain agility—believed a different path could better serve the company, but needed someone with operational and financial data at her fingertips. “Let’s go talk to him—just you and me,” Guillen said. Standing before Musk, Gantus walked through cost impacts and strategic trade-offs, methodically highlighting why their plan would outperform the existing direction. She recounts feeling a rush of excitement when Musk ultimately changed course, calling it key to her growth.That moment encapsulates Gantus’s rapid ascent from Tesla’s first corporate FP&A hire to a finance leader shaping billion-dollar decisions. Her approach has always been about embedding finance in day-to-day operations, whether rethinking shift schedules, optimizing inventory, or forging data-driven paths for emerging initiatives. Sitting alongside engineers and factory managers, she became a trusted partner who refused to let finance stay locked in spreadsheets.Today, as CFO of Mytra AI, Gantus carries forward the mindset that made her indispensable at Tesla. She now steers Mytra AI’s efforts to secure large warehouse contracts and streamline supply chain workflows, forging growth paths. She’s determined to refine her new company’s cost structures, champion a culture of close collaboration, and leverage every insight from the operational trenches. It’s a philosophy built on pragmatism, strategic thinking, and unwavering perseverance—one that began with a tap on the shoulder, data-driven vision, and a fearless willingness to challenge the status quo.

On this episode of Controllers Classified, host Erik Zhou sits down with Brad Silicani, COO of Anrok, to talk about his journey from Big Four accounting to leading operations at a fast-growing tech company.The discussion begins by covering Brad’s transition from audit to client side, and highlights the myriad of roles he held at Dropbox. In his time there he was Controller, tasked with landing a sound revenue recognition method, Head of Tax, focused on developing the right international tax structure prior to IPO, and Treasurer, responsible for managing $2B in cash in a changing interest rate environment. In covering all this, Brad shares how these experiences set him up for success in his current role as COO at Anrok, highlighting why a background in accounting and finance makes him the operations leader he is today.And of course, no modern finance conversation would be complete without tackling the AI revolution. Erik and Brad dig into how automation and AI are reshaping accounting, tax, and treasury functions—not just making processes smoother but fundamentally redefining the role of finance leaders. Whether you're a CFO- OR COO-in-the-making, or just someone who loves hearing behind-the-scenes war stories from hyper-growth companies, this episode delivers sharp insights and great conversation.

Kevin Rhodes recalls one of the earliest lessons in his finance career. “I wanted to understand the business,” he tells us, describing his decision to ride along with a Waste Management truck crew. Clipboard in hand, he meticulously recorded stop distances, tonnage collected, and time spent at each location. By the end of the week, he had compiled a customer-by-customer profitability analysis. The results were clear—routes with clustered stops were highly profitable, while distant, scattered pickups drained resources. When he shared his findings, leadership encouraged him to gather more data. The insights led to an initiative that incentivized sales teams to densify routes, improving efficiency and making Rhodes’s business unit one of the most profitable in the region. The approach became a company-wide standard.This hands-on, data-driven mindset has shaped Rhodes’s leadership across multiple CFO roles. After earning his MBA at Babson College—while working full-time and supporting a growing family—he stepped into his first CFO position at age 32. Since then, he has focused on transforming finance functions beyond traditional reporting, using analytics to guide resource allocation, operational efficiency, and revenue growth. Now at Extreme Networks, Rhodes applies these principles to simplify complex networking solutions and optimize recurring revenue streams. His career illustrates how finance leaders can drive strategy by immersing themselves in operations, leveraging data insights, and aligning financial decisions with long-term business value.