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Building Clarity and Strategic Value in the Finance Function With Daniel Nelson

Daniel Nelson is a Fractional CFO and Partner at Tech Brainstorm, where he helps founders and growth-stage companies bring order, strategy, and speed to their finance functions. Tech Brainstorm specializes in building investor-ready financial models and scalable operations for innovative businesses. Over his 15+ year career, Daniel has supported more than 40 startups and high-growth companies, helping them raise capital, navigate M&A, and design finance teams that drive strategic outcomes. Here’s a glimpse of what you’ll learn: • [00:00] Introduction • [5:17] Daniel Nelson explains why ancient finance concepts still matter for startups today • [10:01] How automation revolutionized bank reconciliations and bookkeeping • [16:21] How soft skills now rival technical know-how for CFOs • [20:16] Why operational KPIs drive better decisions than financials alone • [24:32] Healthy founder-CFO relationships in fast-paced startups In this episode… Finance often feels like the last place anyone looks for clarity. Data floods in from every direction, systems stack up, and leaders are expected to make sense of it all. But what if clarity isn’t a luxury but the real strategic advantage finance can create? And what if the role isn’t just reporting the past but shaping what comes next? Daniel Nelson, a seasoned guide for founders facing financial chaos, says the answer begins with making complexity useful. Finance earns real power when it helps people understand their business, not just measure it. Drawing on years of transforming early-stage companies, he explains how the right structures, tools, and conversations turn scattered data into meaningful decisions. For him, a finance leader’s value lies in connecting the dots across people, processes, and systems so teams can move forward with confidence. In this episode of the Level Up, Nick Araco is joined by Daniel Nelson, Fractional CFO and Partner at Tech Brainstorm, to discuss how finance leaders can build clarity and strategic value in fast-moving companies. They explore what it takes to modernize finance operations, how to turn KPIs into practical growth tools, and why real-time data only matters if teams know how to use it. Resources mentioned in this episode: • Nick Araco on LinkedIn -   / nick-araco-jr-37b834   • CFO Alliance - https://www.thecfoalliance.com • Daniel Nelson on LinkedIn -   / dannels   • Tech Brainstorm - http://www.techbrainstorm.com/ • “Reimagining Finance Leadership in a Disrupted, Tech-Driven World With Sam Levy” on Level Up - https://sites.libsyn.com/302459/reima... • “Why Modern CFOs Must Master Relationships, Storytelling, and AI With Sumeet Agrawal” on Level Up - https://sites.libsyn.com/302459/why-m... • “How People-First Leadership Defines Modern CFO Success With Ilana Esterrich” on Level Up - https://sites.libsyn.com/302459/how-p... • “Scaling Mission-Driven Work Through Financial Discipline and Innovation With Aaron Wilkins” on Level Up - https://sites.libsyn.com/302459/scali... • “Progress Over Perfection with Jennifer DeMello-Johnson, Vice President of Agency Services at Amerisure Insurance” on Level Up - https://bitly.cx/52HQ • QuickBooks (Intuit) - https://quickbooks.intuit.com • Shopify - http://Shopify • Amazon - http://Amazon • Bill.com - http://Bill.com • Ramp - https://ramp.com • Startup Leadership Program - https://www.startupleadership.com • Secret CFO -   / secret-cfo   • Ben Murray (The SaaS CFO) on LinkedIn -   / benrmurray   These days, your business needs total visibility, from global shipments to tariff impacts to real-time cash flow. That’s NetSuite, by Oracle — the #1 AI Cloud ERP, trusted by over 42,000 businesses. Download the free e-book, “Navigating Global Trade: 3 Insights for Leaders” at NetSuite.com/CFOALLIANCE Sponsor for this episode... Level Up is proudly brought to you by Oracle NetSuite — the #1 cloud ERP trusted by thousands of high-growth, finance-led companies around the world. NetSuite gives CFOs and finance leaders real-time visibility, automation, and control across their financials, operations, and planning—so they can lead with confidence and scale with speed. Oracle NetSuite is also a proud and long-time global partner to The CFO Alliance, supporting our shared mission of empowering finance leaders to drive strategy, build resilient teams, and deliver next-level impact. If you’re serious about building a modern finance function that keeps pace with your business, NetSuite is your platform. Learn more at www.netsuite.com.

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