When It Comes to M&A Experience "I would absolutely advise any finance executive to get your hands dirty and work on transactions in a corporate environment that you have to own rather than being an advisor where you do the deal and then walk away. I think that it's much better to do it from…
To maximize the benefits of “local autonomy,” the management of Guardian Pharmacy shares ownership in its “business units” with local management teams—a fact that has made collaboration between Guardian's locally managed partner organizations and its enterprise support team the central mission of CFO David Morris, whose lines of sight into Guardian's patchwork of entrepreneurial businesses…
As an E&Y audit partner, Jim Sherman logged more than a few miles on the road serving clients and helping management teams to understand what their numbers revealed about the direction of the business. Unlike many auditors, Sherman liked to connect with executives across the client's organization and answer questions from different areas of the…
Technology Adoption "Don't try to re-create old processes with new technology. That just doesn't work. You need to utilize the capabilities of new technology and really use it to change your processes and make the processes much more automated and timely." Advice to Career Builders "When I listened to those headhunters—25 years ago—the jobs…
"One of the important things for me is to understand and track the revenue dynamics. What are the demand dynamics that are happening? How are we converting this to revenue? More important, how are we looking forward over time? We need to see these inflection points in the market to be prepared—things might soften a…
Over a period of 12 years, Patrick Shannon served in seven different finance and business development roles inside the sprawling operations of industrial manufacturer Ingersoll Rand, Inc. He found the work both challenging and satisfying, and outside CFO opportunities generated little interest—until one day when an outside opportunity came from inside Ingersoll Rand, where management…
When Charmaine Spence Rochester describes herself as the only civilian in a "military family," you sense a reverence for the two words and the verbal energy that they radiate as a pair. "From what I've learned of the military, good leadership means taking care of your people," explains Spence Rochester during a traditional interview that…