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The Backbone: a journey inside finance at a startup

The Backbone: a journey inside finance at a startup

Business

Ep. 58: The makings of a well-rounded finance leader with Brian Montminy, CFO at Lessonly

Ep. 58: The makings of a well-rounded finance leader with Brian Montminy, CFO at Lessonly

2020-12-09
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Brian Montminy, CFO at Lessonly

I chat with Brian about:
  1. His career journey starting as a consultant with Accenture, followed by 5 years at JP Morgan Chase before taking the plunge into tech with Salesforce where he held various roles in the finance and strategy team.
  2. What Lessonly does and what it’s all about.
  3. Risk aversion and why finance leaders are less likely to take on personal risk as a finance leader.
  4. How Brian has had to evolve as the company has grown and how the finance function has changed during his tenure. For context, Brian joined Lessonly around Series A when the company was 24 people with 300 customers, and now the company is at 170 people with over 1,000 customers.
  5. The biggest misconception about the finance function within growth-stage software companies like Lessonly.
view more

More Episodes

Ep. 27: Raising a $27M Financing Round & Managing the Ever-Changing Priorities as CFO w/ Dave Pooley
2019-01-09
Special: Exploring a Revolutionary Revenue Model for Education w/ Austen Allred, CEO @ Lambda School
2018-12-19
Ep. 26: Raising a $32M Growth Round + the Symbiotic Relationship Between Finance & Operations
2018-12-05
Ep. 25: Correlating Non-Financial Metrics into Financial Outcomes + More w/ Trisha Egberts @ Figure1
2018-11-14
Episode 24: Learnings from Starting and Shutting Down a Startup + Balancing Multiple Product Stakeholders with Mark Jarvie, VP Finance at Drop
2018-10-30
Episode 23: Learnings from Raising/Exiting $700M+ in Deal Value for Software + Hardware and the Importance of a People-First Approach in Finance with David Brennan, Chief Financial Officer at Ecobee
2018-10-16
Episode 22: Raising $47M from Strategic vs Traditional VC & the Level of Finance Leader to Hire at Each Stage of a Company's Evolution with Danielle Cerisano, VP Finance at League
2018-10-03
Episode 21: Using Analytics and Predictive Models to Improve Budgeting + the Role of Attribution in Assessing Digital Marketing ROI with Emma Lyndon, CFO at Canopy Labs
2018-09-12
Episode 20: Considerations for CAC and Churn in a Self-Serve Pricing Model with Matt Dove, VP FInance at Celtx
2018-08-01
Episode 19: The Journey of Raising $100M ICO (Initial Coin Offering) as a Venture-Backed Unicorn with Brandon Brunet, Controller at Kik
2018-06-27
Episode 18: Bootstrapped to $12M Series A & What it Means for the Finance Function with Jennifer Pollock, Director of Finance & Operations at RateHub
2018-05-30
Episode 17: The Added Complexities of Hardware Tech Companies & How to Price a New Medical Device with Travis Phung, Director of Finance & Administration at Exact Imaging
2018-05-09
Episode 16: Monetizing a Free Product & Navigating Complexities of the Financial Services Space with Brian Wu, Finance Lead at Borrowell
2018-04-25
Episode 15: Serving the Restaurant Industry & Breaking Into Tech in a Finance Capacity with Rob Curcio, Director of Finance at TouchBistro
2018-04-11
Episode 14: Scaling the Finance Function, Fundraising, Making Acquisitions & Operationalizing Metrics with Ryan Magee, CFO at Cority
2018-03-28
Episode 13: Serving the SMB Market at a Publicly Traded Software Company vs a High-Growth Startup with Darren Wood, Director of Finance & Operations at Jobber
2017-07-12
Leading Finance at NPOs to High Growth Tech & Bootstrapping vs Raising Venture Capital with Anthony Scolaro, VP Finance & Operations at Lucova
2017-06-07
Raising $17M Series A Round & What it Means to be ‘Venture-Backed’ with Frank Jessop, Director of Finance at Sensibill
2017-05-17
Vendor Selection Considerations & Viewing the Finance Function from an Engineering Perspective with Gerti Dervishi, VP Finance at Flybits
2017-04-26
The Process of Acquiring Companies as a Startup & Best Practices for Investor Relations with Ryan Levenberg, VP Finance  at  Q4 Systems Inc.
2017-04-19
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