Podcast Recap: CEO & CFO Trust

A few weeks ago, our CEO, Paul Lynch, met with our VP of Finance, Jandir Matos, for a candid conversation on the Bridging the Deficit podcast. They dove deep into what strengthens the CEO + CFO relationship, how the CFO role is evolving, and the unique challenges finance teams face in healthcare, nonprofit, and education.

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Building Trust & Strategic Alignment

Paul and Jandir emphasized that trust between CEO and CFO goes beyond numbers—it comes from alignment on vision, transparent communication, and mutual accountability. The CFO's role has become more strategic, requiring real-time insights that help shape company direction.

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Sector-Specific Dynamics

They shared how finance teams in different sectors face distinct hurdles:

• Healthcare: juggling regulatory complexity, funding volatility, and capital efficiency.
• Nonprofits: aligning mission with restricted funding and maintaining financial transparency.
• Education: forecasting enrollment and resource planning with limited revenue buffers.
  
  

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Evolving CFO Responsibilities

Jandir highlighted that modern CFOs are expected to be forward-looking advisors, embedding themselves in strategic deliberations—not just reporting historical results. To earn trust, they must proactively consult, model scenarios, and speak in business terms, not just financial jargon.

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Watch the full podcast below 👇

We don't want to spoil everything. Watch the full podcast for complete insights. And if you haven’t yet—subscribe to our LinkedIn newsletter, Bridging the Deficit, for weekly insights on planning, forecasting, and the future of finance.

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⏰ Timestamps:

00:13 What does an effective CEO and CFO relationship look like?
04:55 How do you build that relationship? 
10:40 As a team, how do you prep for board meetings?
14:53 What are the challenges for labor-intensive organizations when it comes to FP&A?
15:59 Healthcare Example
21:47 Nonprofit Example
28:04 Education Example