Booking this show offers access to growth-focused SMBs via CFO-level finance and operations insights. External guests provide actionable, metrics-driven lessons (KPIs, profitability, exits) with storytelling appeal, useful for finance, fintech, and services brands seeking relatable case studies.
152 episodes, Biweekly, 5.0 rating
<1k, Male, USA
I’ve spent over a decade in finance and operations, including seven years as an Operational CFO helping businesses through everything from growth to Chapter 11 bankruptcy. I’ve owned, scaled, and sold my own company, so I understand firsthand the pressure, risk, and grit it takes to be a business owner.
Now, as CEO of MKB, I help entrepreneurs get clear on their numbers so they can scale with confidence and stop feeling stuck in the chaos.
On this podcast, I sit down with real business owners to talk about the financial challenges they’ve faced, and the strategies that got them through. From cash flow stress to hiring decisions and growth setbacks, nothing’s off the table.
The Financial Operator is here to make finance feel doable, empowering, and dare I say—exciting.
Education, Business, Investing, Entrepreneurship, Careers, Management, Marketing
Typical Credentials:
Executive-level professionals or proven entrepreneurs with track records of growth, profitability, or dealmaking in small to mid-market businesses
Required Achievements:
Built or scaled a service/retail business, Sold or exited a business, Led or founded a specialized advisory firm (e.g., M&A, coaching), Demonstrated revenue growth, profitability improvements, or notable partnerships, Gained media or industry recognition in their field
Kevin Faulkner - Credit Repair, Credit Scores, Personal Finance, Business Finance, Cory Boehs - Personal Kpis, Leadership, Scaling, Work-life Balance, Delegation, AI Tools, Mitch Smedley - Scaling A Service Business, Financing Via HELOC, COGS, Marketing, Selling A Business, David Forster - Business Systems, Sops, Second-in-command, Operations Optimization, Rachel Boynton - Selling A Business, Financial Literacy, Sale Process, Earnouts
cash flow, credit health, KPIs, scaling, leadership, hiring, delegation, SOPs, M&A, due diligence