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From Steward to Orchestrator: CFO Leadership Lessons with Xavier Castellana

Автор: Upflow

Загружено: 2025-11-11

Просмотров: 36

Описание:

What happens when a CFO stops acting as a financial steward and starts leading as an orchestrator - aligning rhythm, trust, and strategy across the entire business?

In this episode of The Growth-Minded CFO, hosts Alex Louisy and Lauren Pearl speak with Xavier Castellana, former CFO of Typeform, TravelPerk, and Amenitiz, and now Managing Partner at LeaderNess.

Xavi shares lessons from scaling some of Europe’s fastest-growing SaaS companies - and how today’s CFO must go beyond reporting to become the conductor of alignment, cadence, and culture.

He explains why small misalignments at the top create chaos below, how the best CFOs find the right rhythm for leadership collaboration, and the four numbers every finance leader needs to turn strategy into execution.

Together, Xavi and our hosts unpack what it means to lead finance as a human system - one that connects people, numbers, and purpose.

Chapters:
02:10 Xavi's Career Path: From PwC to Startups
05:00 Leadership Alignment: Key to Success
07:44 The Evolving Role of the CFO
09:51 Building Collaboration and Trust
14:09 Setting the Right Cadence for Teams
16:31 Balancing Strategic and Operational Roles
25:19 The Power of Offsites for Strategic Alignment
30:56 Managing International Teams and Cultural Differences
39:18 Conclusion: Turning Adversity into Opportunity

Key Takeaways:
The CFO as Orchestrator. Finance leaders no longer just protect the business — they set the rhythm, connect every department, and ensure decisions move in sync.
Alignment starts at the top. “A small discrepancy at the leadership team is an abyss in the teams.”
Strategy becomes real when it’s measured. Xavi’s four essential numbers — revenue, headcount, cash, and profitability — turn ambition into shared accountability.
Offsites create clarity. True strategic thinking happens away from daily noise, when leaders can step back and reset priorities.
Culture shapes collaboration. Understanding cross-cultural differences — from how teams plan to how they give feedback — is key to global alignment.

Subscribe for more episodes with founders, CFOs, and finance leaders.

Listen (and subscribe) on Spotify: https://open.spotify.com/episode/4NHX...
Listen (and subscribe) on Apple Podcasts: https://podcasts.apple.com/us/podcast...

Links and Resources:
Try Upflow FRM (Financial Relationship Management) – get paid faster and build stronger customer relationships: ⁠upflow.io⁠

👉 SUBSCRIBE for more real-talk with modern finance leaders
👉 SHARE this episode with a CFO or operator who’ll find it valuable.

The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations.

This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business.

Join thousands of next-level finance leaders and go from chasing invoices to engaging customers.
Find out more at ⁠upflow.io⁠.

Want to get in touch? Reach out to our producer at ⁠[email protected]⁠

Want to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-b...

From Steward to Orchestrator: CFO Leadership Lessons with Xavier Castellana

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