In this episode of The Efficiency Code, CFO Keri Holm shares her hands-on experience leading finance at Torrent Consulting. Drawing from her work building finance teams from scratch, Keri offers practical advice for scaling finance operations while maintaining sustainable growth.

The conversation covers essential areas of modern finance leadership: implementing decentralized budgeting that works in practice, improving cash collection processes, and making smart decisions about technology spending. Keri breaks down how she transformed Torrent's finance function through clear communication, team alignment, and strategic use of technology.

Key topics include:

• Building flexible, high-performing finance teams
• Setting up decentralized budgeting with real accountability
• Improving cash flow management
• Evaluating and optimizing SaaS spend
• Choosing and implementing the right tech tools

This episode is packed with practical tips for finance leaders looking to scale their operations efficiently. Whether you're building a finance team from the ground up or improving an existing function, you'll get concrete examples and strategies you can put into action.

In this episode of The Efficiency Code, we're joined by Adam Smith. Adam is a seasoned procurement leader with over 15 years of experience helping organizations like Microsoft, Zillow, and NetEase build high-performing procurement functions. He has a deep understanding of modern procurement’s role in streamlining operations, driving cost savings, and delivering value across departments. Currently, he's serving as a senior director of procurement at NetEase, and he focuses on transforming procurement into a strategic business driver by emphasizing simplicity, compliance and value.

In this conversation, Adam shares his expertise on building sustainable growth through meaningful business engagement and strategic partnerships, offering fresh perspectives on how procurement can become a core enabler of business success. We explore the transformative impact of AI on procurement processes, dive into the complexities of managing SaaS spend, and discuss practical strategies for navigating the challenges of usage-based cloud costs.

Listen for valuable insights on:

• Transforming procurement from a siloed operation to an integrated finance function

• Using AI to enhance procurement efficiency and focus on strategic initiatives

• Building transparency and trust through effective stakeholder engagement

• Developing meaningful KPIs that evolve with procurement maturity

• Strategic approaches to managing SaaS spend and cloud costs

Whether you're a finance leader looking to optimize your procurement function or a procurement professional aiming to drive more value for your organization, this episode offers practical strategies for elevating procurement's role in driving business success. Join us as we unpack how modern procurement can move beyond traditional cost savings to become a true catalyst for sustainable growth.

In this episode of The Efficiency Code, we welcome Angela Estevez Megias, a procurement expert with over 15 years of experience across multiple industries and regions. Angela currently leads the procurement function at Ebury, a global fintech company, where she has built the entire function from the ground up.

Join us as we explore Angela's journey in procurement, from consulting to leading procurement functions within companies. We'll dive into her expertise in strategic sourcing, supplier relationship management, and driving sustainable growth in fast-paced environments. Angela shares her deep understanding of SaaS and cloud cost management, as well as insights on cross-functional collaboration to streamline procurement processes.

Listen for valuable perspectives on:

• What sustainable growth means in the context of procurement
• Building high-performing procurement teams from scratch
• Navigating procurement challenges in global fintech environments
• Strategies for effective supplier relationship management
• Optimizing SaaS and cloud costs in rapidly scaling companies

Whether you're a procurement professional looking to enhance your skills or a business leader aiming to improve your company's efficiency, this episode offers practical insights to help you unlock performance in finance and procurement.

Timestamps:

• (00:00) - - Introduction
• (01:35) - - What does sustainable growth mean to you?
• (02:27) - - Building a procurement function from scratch
• (05:19) - - The role of internal audit
• (07:27) - - Delivering value through procurement
• (11:08) - - Developing a procurement strategy
• (19:16) - - Relationship between procurement & finance
• (21:35) - - Streamlining processes & automation
• (22:35) - - Challenges in supplier onboarding
• (24:02) - - Integrating systems for efficiency
• (25:46) - - How Vertice helps procurement
• (28:46) - - Leveraging data for procurement success
• (30:58) - - Change management in procurement
• (32:46) - - Procurement success stories
• (37:13) - - Tackling rising SaaS & cloud costs

In this episode of The Efficiency Code, we sit down with Billy Morris, CFO at Genesis Global, who brings over 15 years of experience in corporate finance, financial modeling, and strategic growth. Billy has held senior roles at high-growth tech companies and led financial transformations at both Twilio and ThousandEyes, including overseeing IPO and M&A processes.

Join us as we dive into Billy's thoughts on sustainable growth, balancing capital efficiency, and building a scalable financial strategy. He shares his insights on critical metrics like LTV, CAC, and net dollar expansion, and discusses the role of VC-backed benchmarks in driving business performance. Learn about his experience in navigating M&A with Cisco and preparing for IPO success, including the importance of data environments, strategic financial planning, and investor relations.

Whether you're looking to optimize your financial operations or scale your business, this episode is packed with valuable insights to help finance leaders excel in today’s fast-paced, tech-driven environment.

Timestamps

• (00:00) - - Introduction
• (01:26) - - What does sustainable growth mean to you?
• (03:56) - - Measuring success and key metrics
• (06:05) - - The importance of net dollar expansion rate
• (07:35) - - Capital efficiency and balancing growth
• (12:17) - - FP&A and M&A activities
• (18:02) - - Lessons from IPO experience
• (25:45) - - Implementing BI tools & data analytics
• (27:40) - - Tips for finance leaders in the IPO process
• (34:17) - - Tackling rising SaaS & cloud costs

In this episode, we sit down with Sanjay Bowry, CFO at Gravitee, where he is currently driving financial strategy, fundraising and talent development. Sanjay has an impressive track record in building and scaling high-growth businesses such as Vita Mojo and Black Sheep Coffee.

Sanjay has taken a company from a negative bank balance to closing the NASDAQ bell and is a seasoned pro at building finance teams with complementary skills to scale up quickly and efficiently.

Listen for insights on sustainable growth in corporate finance vs. start-ups, balancing efficiency and R&D investment, and how to adapt your leadership style for different business scenarios. Hear about the financial metrics to help you track growth and tips for building high-performing finance teams.