CFO's Role in Crafting a Financial Narrative That Drives Growth with Matt Collis, CFO at PairSoft

Nov 4, 2025

Matt Collis, CFO at PairSoft, brings a wealth of experience in scaling businesses and financial automation. In the discussion, he highlights the shift of CFOs from mere number crunchers to strategic leaders who craft financial narratives for growth. Matt emphasizes the importance of aligning finance with product strategy and advocating for operational exposure among finance professionals. He shares insights on the role of automation in enhancing financial accuracy and warns against common pitfalls during scaling. Plus, he discusses the future of AI in finance as a valuable tool for practitioners.

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INSIGHT

Unknown Is The Real Barrier To Automation

Resistance to automation often stems from familiarity and fear of the unknown among accounting teams.
Bringing in third-party expertise accelerates adoption and unlocks underestimated value.

ADVICE

Track Risky Growth Initiatives Closely

Identify high-risk growth initiatives and monitor them tightly to enable fast course correction.
Protect cash flow by matching investments to returns and by tracking performance signals early.

ADVICE

Tell The Story Through Operational Metrics

Translate financials into operational metrics that non-financial stakeholders care about.
Tie retention, product usage, or headcount plans directly to revenue outcomes when telling the financial story.

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In this episode of CFO Weekly, Matt Collis, Chief Financial Officer at PairSoft, joins Megan Weis to explore how modern CFOs are evolving from traditional financial oversight to strategic leadership partners who craft compelling financial narratives that drive business growth. Matt brings extensive experience scaling companies across different industries, with deep expertise in financial automation and operational excellence.

With his background spanning audit, private equity-backed businesses, and board-level strategic planning, Matt shares how finance leaders can move beyond reporting numbers to become integral drivers of business strategy. Currently serving as CFO at PairSoft, Matt oversees financial operations for one of the strongest financial automation platforms serving mid-market and enterprise organizations, with solutions that integrate natively with major ERP systems, including Microsoft Dynamics, Oracle NetSuite, and Sage Intacct.

What You'll Learn:

Why CFOs must transition from diagnostics to strategic decision-making partners
How to craft financial narratives that speak to operational metrics, not just numbers
The critical role of financial automation in supporting rapid scalability
Strategies for balancing financial controls with business agility during growth phases
How to foster cross-functional collaboration that aligns financial planning with business goals
The evolution of the CFO role from startup through enterprise maturity

Learn more about Matt:

Matt Collis on LinkedIn
PairSoft Website

Episode resources:

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

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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