Episode Details

In this special episode of Run the Numbers, CJ Gustafson records live from Campfire’s AI Finance Forward conference in San Francisco, serving up a trio of rapid-fire interviews with top-tier finance leaders. First, Daniel Kang, CFO of Mercury, breaks down the quality of fintech revenue streams, the mechanics of float in a falling rate environment, and what investors really value. Then, Brad Floering, SVP of Finance at Snowflake, shares war stories on usage-based pricing, forecasting consumption, and the role of AI in modern FP&A. Finally, Mitzi Yue of Boulder Care brings a mission-driven perspective, reflecting on dual roles in finance and culture, career product-market fit, and the ethical frontier of AI in healthcare. It’s a fast, thoughtful taste of where modern finance is headed.

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LINKS:

Daniel Kang on LinkedIn: https://www.linkedin.com/in/dmkang/

Mercury: https://mercury.com/

Brad Floering on LinkedIn: https://www.linkedin.com/in/brad-floering/

Snowflake: https://www.snowflake.com/

Mitzi Yue on LinkedIn: https://www.linkedin.com/in/mitziyue/

Boulder Care: https://www.boulder.care/

CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/

Mostly metrics: https://www.mostlymetrics.com

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TIMESTAMPS:

00:00:00 Preview and Intro

00:04:03 Sponsors – Fidelity Private Shares, Metronome, Mercury

00:06:49 Guest – Daniel Kang (Mercury) joins

00:07:55 Lessons from being first finance hire

00:10:49 Finance collaborating on product decisions

00:13:12 Comparing customer segments and revenue models

00:16:58 Sponsors – Right Rev, Tipalti, Aleph

00:21:11 Market shift for consumer fintech models

00:23:14 Balancing gross profit with product growth

00:24:41 Misconceptions about fintech revenue

00:26:57 Guest – Brad Floering (Snowflake) joins

00:30:22 Aligning pricing with cloud resource consumption

00:33:17 Forecasting challenges with usage-based revenue

00:35:06 Complexity of sales commissions under consumption model

00:38:23 Lessons from AWS: committing for discounts

00:41:16 Cold start forecasting challenges and the role of employee size

00:44:01 Customer behavior and rollover credit challenges

00:47:08 Using professional services to recover unused credits

00:49:05 Seasonality and forecasting challenges in Q4

00:54:16 Guest – Mitzi Yue (Boulder Care) joins

00:57:05 The pandemic’s impact on telemedicine adoption

01:00:33 Finance decisions with human consequences in healthcare

01:02:26 Finding personal product-market fit in Series B/C stage

01:03:33 Finance as the central nervous system of the company

01:07:10 Nonprofits inspired by personal values and experience

01:10:52 Exploring AI’s potential in healthcare and finance

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SPONSORS:

Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention