FP&A Today Episode 38 - Casey Woo

Show Notes

Casey Woo is a serial high Tech CFO turned investor. The Harvard educated financier “escaped” life as an Investment Banking Analyst, to take a big pay cut and join a 10-person startup (“If you wanna do tech, you gotta go to the Bay Area”).

Since then, he has held various executive finance roles, at multiple companies, including at WeWork and property tech company Landing. He also founded an “operators community” and investment fund FOG ventures.

In this episode, Casey talks to Paul Barnhurst about his journey:

• How finance was seen as a “second class” citizen when he entered Silicon Valley and how he had to “learn a new language”

• How he built up the Operators Guild “a club of number twos” ( finance, ops, HR, talent, legal, IT) into an exec community of 700 leaders who also run a FOG (For Operators Guild) Venture Capital fund

• What good FP&A looks like at an early-stage company

• When early stage companies are making $200,000 $300,000 total is when FP&A can be a powerful addition

• Why FP&A leaders need to focus on business first rather than finance first

• The CFO’s future as the Office of Business Intelligence will separate The Ancient Régime CFOs from those who can adapt

• If CFOs are not “pounding their fists on the table” asking to own data, they will not survive

  YouTube Video

• Earn CEP Credit for this episode by going to the FP&A Today page at Earmark

• Read the full transcript and blog

• Follow Casey Woo on LinkedIn

• Learn more about the Operator’s Guild

• Learn more about FOG Ventures

• Follow Paul Barnhurst on LinkedIn

• Follow Datarails on LinkedIn

• FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

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