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Three strategies to run a successful planning process

Three strategies to run a successful planning process

Bobby Pinero | | 4 min read

Planning is a challenging exercise for every organization. It’s arguably the most important process that finance runs. It’s a period of intense reflection - crunched into tight deadlines with spreadsh…
Don’t skip this step in your planning process

Don’t skip this step in your planning process

Bobby Pinero | | 3 min read

Planning season is upon us. For everyone involved it can feel like preparing for battle... We must fight to protect our resources! In the spirit of helping folks run a smooth and effective planning c…
The first operator - the case for 'finance and analytics'

The first operator - the case for 'finance and analytics'

Bobby Pinero | | 2 min read

Prior to joining Intercom, my background was in finance. I’d worked in FP&A at a large company (IBM) and then FP&A again within a smaller 150 person startup. When I joined Intercom I managed analyti…
The less lonely finance leader

The less lonely finance leader

Bobby Pinero | | 2 min read

Talk to many early stage finance folks and you’ll hear a similar refrain: it’s a lonely role. We’re often brought in to clean things up. We put in controls around spending - no more corporate cards f…
The curious analyst

The curious analyst

Bobby Pinero | | 4 min read

Curiosity is one of the most important characteristics that distinguish great analysts. And, unlike sql, python or any other technical skill, we’re quick to dismiss curiosity as something that can’t…
Who are analysts, technically?

Who are analysts, technically?

Bobby Pinero | | 5 min read

Two posts in the analytics community have been bouncing around in my head for the past few weeks. They hit on something important. First was Benn Stancil’s “Analytics is at a crossroads [https://b…
Finance and describing product-market fit

Finance and describing product-market fit

Bobby Pinero | | 3 min read

We’re all familiar with the concept of product-market fit. It’s the goal of any startup: that elusive moment in which the product clicks perfectly with the market and things take off. 🚀 We typica…
How to build a single source of truth for ARR

How to build a single source of truth for ARR

Chris Burgner | | 9 min read

Annual recurring revenue (ARR) is the most basic and critical metric for any SaaS business. It’s the foundation upon which every analysis is built. Yet, talk to early stage SaaS companies and for mo…
The day we doubled sign ups at Intercom

The day we doubled sign ups at Intercom

Bobby Pinero | | 3 min read

“What the f***!? Three words you probably never want to hear from your CEO and Head of Growth at once. Except in this case, the chart was the one below and it showed new accounts created for Interco…
Image credit: Fast and Furious 7

How a daily email changed the trajectory of Intercom

Bobby Pinero | | 4 min read

Startups are about speed. The pace at which you learn from the market, iterate, test and launch is often the difference between life and death for a young company. Des Traynor, co-founder of Interco…
Why are SaaS companies valued on revenue multiples?

Why are SaaS companies valued on revenue multiples?

Bobby Pinero | | 5 min read

Ever wonder why SaaS companies are valued using revenue multiples when every other business is valued on earnings? Or why SaaS revenue multiples are 6x, 7x, 10x, 20x!? No, just me? 😅 I set out to…
How to find your first finance hire

How to find your first finance hire

Bobby Pinero | | 2 min read

Anecdotes and customer conversations no longer tell the entirety of your business story. You need help! It’s finally time to hire your first finance person. (Don’t know when that is? Start here […
The hardest leap to make as a scaling finance leader

The hardest leap to make as a scaling finance leader

Bobby Pinero | | 3 min read

I’m consistently asked how I scaled effectively as the finance leader at Intercom from less than $1M to $150M+ ARR. The truth is I didn’t. In the last few years of my 7.5 year journey, there was…
Three mindset changes that helped me as an analyst

Three mindset changes that helped me as an analyst

Bobby Pinero | | 2 min read

“To succeed on your own, you’ll need to drop the passive mindset you learned in school and adopt an active one instead. School taught you that learning came from sit-down-and-listen consumption. The…
When to make your first finance hire

When to make your first finance hire

Bobby Pinero | | 2 min read

Ask CEOs, founders, and investors when a startup should hire its first full time finance person and you get a variety of answers. Some say to do so right after you’ve raised your seed. After all, th…
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