In this episode, CJ welcomes Dan Zhang, the CFO of ClickUp for a highly tactical and transparent conversation about getting–and staying– in the CFO seat. They cover her time at Amazon, her personal finance philosophy, and important frameworks for decision-making such as the Trust Formula and the Empty Boat Test. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics—PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episodeApple: https://podcasts.apple.com/us/podcast/run-the-numbers/id1723787140Spotify: https://open.spotify.com/show/0zQCkklNnVgMD364kCW5SV—

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Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. 🌴 Visit www.tropicapp.io/metrics to learn how.--FOLLOW US ON X:@cjgustafson222 (CJ)@turpentinemedia–TIMESTAMPS: (00:00) Intro(02:40) Sponsors: NetSuite | Thoropass(05:30) From journalism to business(07:10) Dan’s finance philosophy(10:42) Lessons from Amazon(13:48) Framework for improving communication(19:35) Sponsor: Maxio(21:00) Balancing short term and long term views as CFO(22:55) Tactics and time management(25:50) When to be optimistic vs pessimistic(30:30) The traits of an ideal CFO(34:04) Dan’s framework for decisionmaking: the Trust Formula(39:57) Dan’s framework for being 10x more effective: the Empty Boat Test(42:25) Biggest myths (44:49) Best career story(47:03) Biggest career screw up(47:50) Dan’s software stack at ClickUp brought to you by Tropic(50:00) Craziest expense

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