Breaking Spreadsheet Boundaries for Next-Gen Finance Analysis with Bobby Pinero

CFO Weekly

Financial analysis is key to making informed decisions and building strategic plans. It empowers organizations to accurately measure their financial health, identify trends, and make informed decisions for growth and profitability. However, traditional financial analysis tools can be time-consuming, error-prone, and inefficient. This is where modern tools like Equals come into play, which attempts to build a spreadsheet for this era's work. And today, we speak with the company's CEO and Co-Founder, Bobby Pinero.

Bobby has a decade of experience as an analyst. His most significant contribution was during his nearly 8-year tenure at Intercom, where he played an essential role in establishing and expanding the Finance, Analytics, and Business Operations departments. When Bobby started at Intercom, the company was under $1M ARR and had a team of around 20 people. By the time he left, the company had grown to approximately $200M ARR and 700 employees.

In this episode, we discuss:

• How Equals reinvents spreadsheets
• The importance of high-level financial modeling
• Entrepreneurship and Finance
• The power of learning SQL for finance

Learn more about Bobby:

• Bobby Pinero on LinkedIn
• Equals Website
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

If you enjoyed this episode, then please either:

• Follow, rate, and review on Apple Podcasts
• Follow on Spotify
  
  

Instructions on how to follow, rate, and review CFO Weekly are here.

CFO Weekly is hand crafted by our friends over at: fame.so

Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest