From Firefighting to Forward-Thinking: Transforming the Modern CFO with PEX

“There is no book called CFOs for Dummies. It just doesn’t exist.”

This candid insight from PEX CEO Toffer Grant sets the tone for a compelling conversation about the evolving role of finance leaders. In this episode of the SAP Concur Conversations podcast, host Jeanne Dion sits down with Grant to explore how CFOs can escape the “hamster wheel” of routine tasks and step into a more strategic role. With over 17 years spent democratizing corporate payments, Grant shares practical advice on how finance executives can embrace automation, lead digital transformation, and shift from compliance-focused reporting to forward-looking strategy.

Key highlights include:

• Balancing productivity with long-term organizational resilience
• Moving finance from a reporting function to a strategic driver
• Building a technology toolkit that supports growth
• Leading cultural change across finance and business teams
• Practical steps for modernizing finance operations
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Whether you’re a CFO, controller, or business leader, this episode offers clear, actionable insights for transforming finance into a catalyst for innovation.

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