Your Board Deck's Due Tomorrow. Modern CFOs Do More Than Finance.
I'm Saul. CFO at a $100M SaaS company, operating Finance plus three other departments as part of the modern CFO
evolution. Previously helped deliver $400M in efficiencies at Coca-Cola. Currently have 47 Excel tabs open.
Across the industry, CFOs are evolving from reporters to operators. We're driving efficiency through integrated operations,
in partnership with CEO vision.
Twice a month, I document what's working. Frameworks that ship at 90%. Lessons from operating multiple departments.
Zero BS.
CFO Lab: Modern Finance Leadership.
I'm Saul. CFO at a $100M SaaS company, operating Finance plus three other departments as part of the modern CFO evolution.
Stop Using AI in the Browser. Seriously.
The complete guide to Claude Code for CFOs who want to work faster
- ✓ 20-minute setup (no coding required)
- ✓ The "CFO Brain" I actually use
- ✓ Real example: Lender report in 30 minutes
- ✓ Fresh eyes trick for better feedback
Join 1,250+ CFO-operators
What I Actually Write About
Real-world frameworks from someone actually doing the job. No LinkedIn BS.
When perfect is wasteful. How to ship at 90% and get home for dinner.
Building operational excellence that complements strategic vision. How modern CFOs and CEOs create integrated success.
Marketing isn't a cost center when you operate it right. Frameworks for CFOs running demand generation and growth.
Operating HR isn't just comp and benefits. It's culture, retention, and building systems that scale. The human side of finance operations.
Why your best people quit and how to keep them. Spoiler: It's not about the pizza parties.
What actually matters vs. what you spend 12 hours formatting. The board looked at it for 12 seconds.
From someone doing them. Not theory - what actually works when the ship is sinking.
How the CFO role is changing industry-wide. From reporter to operator. Building modern finance functions that drive growth.
Quick Credibility Check
| A | B | C | |
|---|---|---|---|
| 1 | Former life | Managed billions at Coca-Cola, GM, Expedia | Built strategy, not just budgets |
| 2 | Plot twist | $100M startup, 47 Excel tabs open now | Claude in Terminal, strategy on Notion |
| 3 | GM story | Intern → CFO of $1B division in 8 years | Lots of turnarounds and coffee |
| 4 | Current status | Board deck 95% done (5% too perfect) | Monday's board meeting looming |
| 5 | Education | MBA UVA, MS Finance ESADE, Stanford LEAD | Fancy logos, but it's what you do after |
| 6 | Side hustle | Techstars mentor (helping founders not burn cash) | "Fix your strategy, then your model" (never stops selling) |
| 7 | Right now | Writing this at 11:52 PM Sunday | Should be sleeping, here we are| |
Finance is evolving. Finally. And I'm here for it.
More about me if you care →Two Paths for Modern CFOs
The Traditional Path:
Perfect every model. Master every report.
Format every slide. Stay in your lane.
Comfortable. Predictable. Limited.
The Evolution Path:
Operate across departments. Ship at 90%.
Partner with your CEO. Drive real impact.
Challenging. Rewarding. The future.
One path keeps you in financial reporting forever.
The other shows you what modern CFOs are becoming.
The industry is evolving. Which path will you choose?
Choose Evolution → Join 10,000+ CFO-OperatorsLast Sunday's 11 PM Writing Session
"Your FP&A Manager Just Quit (You Don't Know Yet)"
Tuesday, 3:47 PM. Your FP&A manager just accepted an offer at a startup. They'll tell you Friday. Right now, they're staring at the budget variance that makes no sense, knowing they won't be here to explain it.
You don't know this yet. But your Excel model assumes they do.
Here's what I learned managing $40B P&Ls: The model breaks when people leave. Always.
Not the formulas. The assumptions. The "we always do it this way" knowledge that never gets documented because Sarah's been doing it for 3 years and why would we write down something everyone knows?
Except now Sarah's gone. And your Q4 forecast just became a guessing game.
This Week's Move:
Stop building models that depend on people. Start building systems that survive turnover.
Your FP&A manager is going to quit. Maybe not this Tuesday. But eventually. When they do, will your model still work?
If the answer is no, you're not building finance systems. You're managing spreadsheets.
And spreadsheets quit when people quit.
The CFO Lab
Operational playbooks for CFOs integrating AI across Finance, Marketing, Tech, and HR.