# CFO/finance leader | Brex Resources

Resources, articles, and guides for CFO/finance leader

**URL Source:** https://www.brex.com/resources/roles/cfofinance-leader

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Role

CFO/finance leader

# CFO/finance leader

85 resources across 6 content types

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On this page

-   [Articles38](#articles)
-   [Case Studies3](#case-studies)
-   [E-books22](#ebooks)
-   [CFO Corner6](#cfo-corner)
-   [Webinars10](#webinars)
-   [Building Brex6](#home)

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Other roles

-   [Accountant](/resources/roles/accountant)
-   [Controller/accountant](/resources/roles/controlleraccountant)
-   [Finance leader](/resources/roles/finance-leader)
-   [Founder](/resources/roles/founder)
-   [Procurement manager](/resources/roles/procurement-manager)
-   [Travel manager](/resources/roles/travel-manager)

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## Articles

](/resources/articles)

[See all →](/resources/articles)

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![Cooks-Playbooks-article](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F98aaf3c0-6109-470b-a49f-93037f39dc78%2FCooks-Playbooks-article&w=3840&q=75)

The CFO playbook for building a decision ownership system

By Jim Cook, September 2025

CFO/finance leader

Read more →

](/journal/cfo-decision-playbook)

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![business payment with someone at a computer paying a bill digitally with black credit in hand --raw --stylize 50 --v 6.1 Job ID: b1b3e9e3-4e88-4645-9f68-32d81553fa66](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F75cc8a27-313c-4476-9cbc-5227792992ba%2Fbusiness-payment-strategies&w=3840&q=75)

6 B2B payment strategies to maximize efficiency

By Brex, May 2025

EnterpriseCFO/finance leader

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](/journal/b2b-payment-strategies)

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![Tarrifs -article image](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Fm%2F23ec232051b5e78a%2Fwebimage-Tarrifs-article-image.jpg&w=3840&q=75)

Spend outside the US highly volatile post-tariffs in a few countries; CFOs dial back optimism

By Brex, May 2025

EnterpriseCFO/finance leader

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](/journal/tariffs-spend-fluctuation)

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![Invoicing -article image](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Fm%2F6c18dc5e21e0ac71%2Fwebimage-Invoicing-article-image.jpg&w=3840&q=75)

Save time and get paid faster with Brex invoicing

By Brex, April 2025

EnterpriseCFO/finance leader

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](/journal/invoicing-at-brex)

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![finance-ecommerce-trends](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ff932b9e1-fc3e-4a85-b82a-b6724d9e9bf8%2Ffinance-ecommerce-trends&w=3840&q=75)

4 financial ecommerce trends shaping the future of retail

By Brex, March 2025

MidmarketEnterprise

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](/journal/finance-ecommerce-trends)

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![Embedded -article image](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Fm%2F65ce22aba3039cf9%2Fwebimage-Embedded-article-image.jpg&w=3840&q=75)

Brex named a Leader in the 2024-25 IDC MarketScape for worldwide embedded payment solutions

By Brex, December 2024

EnterpriseCFO/finance leader

Read more →

](/journal/brex-leader-idc-worldwide-embedded-payment-solutions)

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![Celtics Preview image](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fd44f9453-9ce2-4d76-be22-87b463eea34a%2FCeltics-Preview-image&w=3840&q=75)

The Boston Celtics chose Brex for corporate cards

By Brex, May 2024

MidmarketEnterprise

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](/journal/boston-celtics-choose-brex)

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![brex card with line](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1dd2f741-341c-4da8-a91f-757e8b6bb9d3%2Fbrex-card-with-line&w=3840&q=75)

How to streamline corporate expenses with lodge cards

By Brex, April 2024

MidmarketCFO/finance leader

Read more →

](/journal/lodge-cards)

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## Case Studies

](/resources/case-studies)

[See all →](/resources/case-studies)

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![made by nacho](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F50165be8-db5d-4e1a-b815-b369fcccc46f%2Fmade-by-nacho&w=3840&q=75)

Made by Nacho achieves 98% compliance and saves 10+ hours per month with Brex

By Brex, August 2023

StartupsCFO/finance leader

Read more →

](/resources/customer/made-by-nacho)

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![Doordash_article-preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fe4fed800-be2e-49ae-be44-2e90abe05acc%2FDoordash_article-preview&w=3840&q=75)

DoorDash streamlines global spending and improves visibility with Brex

By Brex, March 2023

MidmarketEnterprise

Read more →

](/resources/customer/doordash)

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![superhuman_cs](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fba13ad3d-2bbe-4746-b2c8-2b8f5109d3b8%2Fsuperhuman_cs&w=3840&q=75)

Superhuman gains visibility and control with Brex’s total spend platform

By Brex, March 2023

MidmarketCFO/finance leader

Read more →

](/resources/customer/superhuman)

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## E-books

](/resources/ebooks)

[See all →](/resources/ebooks)

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![Good-enough-banking-ebook-article-image (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F88891aff-e433-4f57-b5ae-81bfda9011ce%2FGood-enough-banking-ebook-article-image-1&w=3840&q=75)

Why "good enough" banking is costing you more than you think

By Brex, May 2026

MidmarketEnterprise

Read more →

](/resources/e-books/good-enough-banking-costs-you-register)

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![Controller's guide
to scaling
without breaking](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F56589051-48b6-4c25-95fd-9322c974c1cd%2FController-s-guide-to-scaling-without-breaking&w=3840&q=75)

Controller's guide to scaling without breaking

By Brex, November 2025

MidmarketBrex Empower

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](/resources/scaling-with-speed-and-control-register)

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![The CFO Imperative](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ff967c808-b4ba-4fe1-bcd2-ad184dd22594%2FThe-CFO-Imperative&w=3840&q=75)

The CFO Imperative

By Brex, April 2025

CFO/finance leaderFounder

Read more →

](/resources/2025-cfo-survey-register)

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![accounting automation e-book preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F6a755b61-0afc-4f3c-ae95-b65f11b4e438%2Faccounting-automation-e-book-preview&w=3840&q=75)

AI in accounting: 7 proven plays for a 3x faster close

By Brex, April 2025

CFO/finance leaderFounder

Read more →

](/resources/unlock-value-with-ai-powered-accounting-register)

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![CFO’s guide to
AI strategy](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1b49279f-50d2-40cf-8bb5-7a24c9d27dcc%2FCFO-s-guide-to-AI-strategy&w=3840&q=75)

CFO's guide to AI strategy

By Brex, September 2024

CFO/finance leaderFounder

Read more →

](/resources/cfo-guide-ai-strategy-register)

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![b2b e-book preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1af1fdc6-1708-40e4-843b-7c925c086cfb%2Fb2b-e-book-preview&w=3840&q=75)

The future of B2B payments

By Brex, September 2024

CFO/finance leaderFounder

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](/resources/future-of-b2b-payments-register)

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![Office of the CFO preview (2)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fb2a4272a-f09c-4f11-87bc-82d3b06c9435%2FOffice-of-the-CFO-preview-2&w=3840&q=75)

Get the CFO playbook for finance transformation

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/cfo-playbook-for-finance-transformation)

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![FutureScape preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ffdb6b9a5-d9b0-41cd-a1ab-e182e266380b%2FFutureScape-preview&w=3840&q=75)

IDC FutureScape: Worldwide Future of Enterprise Intelligence 2024 Predictions

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/future-enterprise-intelligence-2024-predictions)

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## CFO Corner

](/resources/cfo-corner)

[See all →](/resources/cfo-corner)

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![Cooks-Playbooks-2](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F9820ae17-d51d-4b5c-9db6-dc334c3df094%2FCooks-Playbooks-2&w=3840&q=75)

CFO Roadmap Part 3: 5 key dimensions for evaluating CFOs

By Jim Cook, September 2025

CFO/finance leader

Read more →

](/resources/cfo-corner/cooks-playbooks-cfo-roadmap-series-part-3)

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![Cooks-Playbooks-2](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F9820ae17-d51d-4b5c-9db6-dc334c3df094%2FCooks-Playbooks-2&w=3840&q=75)

CFO Roadmap Part 2: Finance maturity requirements for modern leaders

By Jim Cook, August 2025

CFO/finance leader

Read more →

](/resources/cfo-corner/cooks-playbooks-cfo-roadmap-series-part-2)

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![Cooks-Playbooks-2](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F9820ae17-d51d-4b5c-9db6-dc334c3df094%2FCooks-Playbooks-2&w=3840&q=75)

CFO Roadmap Part 1: From scorekeeper to operator to architect

By Jim Cook, August 2025

CFO/finance leader

Read more →

](/resources/cfo-corner/cooks-playbooks-cfo-roadmap-series-part-1)

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![Cooks-Playbooks-1](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F07fc178f-952e-4968-a36c-ce84cd4e8eb5%2FCooks-Playbooks-1&w=3840&q=75)

How CFOs can apply First Principles thinking

By Jim Cook, August 2025

AccountingCFO/finance leader

Read more →

](/resources/cfo-corner/cooks-playbooks-cfo-first-principles)

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![Cooks-Playbooks-1](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F07fc178f-952e-4968-a36c-ce84cd4e8eb5%2FCooks-Playbooks-1&w=3840&q=75)

The best CFOs are cultural architects, not cultural cops

By Jim Cook, August 2025

CFO/finance leaderExpense management

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](/resources/cfo-corner/cooks-playbooks-cfos-as-cultural-architects)

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![Cooks-Playbooks-3](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F2a9f53d3-851f-41a8-b6fd-dce4194394de%2FCooks-Playbooks-3&w=3840&q=75)

Why it’s time to open the books and reimagine the close

By Jim Cook, August 2025

AccountingCFO/finance leader

Read more →

](/resources/cfo-corner/cooks-playbooks-reimagine-the-accounting-close)

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## Webinars

](/resources/webinars)

[See all →](/resources/webinars)

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![Respaid webinar preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ff66f1df8-7c5f-4463-be7f-5cb3b37c8575%2FRespaid-webinar-preview&w=3840&q=75)

How AI Can Increase Working Capital: Practical Tips and Strategies

By Brex, March 2025

AICFO/finance leader

Read more →

](/resources/how-ai-can-increase-working-capital)

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![Navan-Webinar-Metadata (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Fm%2F5a2d71585ed26895%2Fwebimage-Navan-Webinar-Metadata-1.png&w=3840&q=75)

Webinar: Reimagining global travel payments for the enterprise

By Brex, November 2024

webinarsCFO/finance leader

Read more →

](/resources/reimagining-global-travel-payments-register)

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![Controller tips for saving time and scaling faster_article-image](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F6c984dd5-0a9a-4531-ac55-e88d484f2f39%2FController-tips-for-saving-time-and-scaling-faster_article-image&w=3840&q=75)

Controller tips for saving time and scaling faster

By Brex, February 2024

webinarsController/accountant

Read more →

](/resources)

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![Webinar-Video-Cover-16x9 - Gray](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F931d3a7c-c738-47a9-93de-1fa284afdead%2FWebinar-Video-Cover-16x9-Gray&w=3840&q=75)

Survey Results: How finance leaders are rethinking global spend

By Brex, February 2024

webinarsCFO/finance leader

Read more →

](/resources/rethinking-global-spend-register)

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![Webinar-Video-Cover-16x9 - Ink](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F550b4202-32f0-453f-8003-228af4da5546%2FWebinar-Video-Cover-16x9-Ink&w=3840&q=75)

Controlling spend with hyper-efficient finance teams

By Brex, November 2023

webinarsController/accountant

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](/resources/controlling-spend-with-hyper-efficient-finance-teams-register)

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![BPP_Webinar-Video-Cover-16x9 - Gray](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1400ef50-afbf-491f-b1ab-f9123eba7d8d%2FBPP_Webinar-Video-Cover-16x9-Gray&w=3840&q=75)

Brex Product Pulse: Q3'23

By Brex, September 2023

MidmarketEnterprise

Read more →

](/resources/brex-product-pulse-q3-23-register)

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![Webinar-Video-Cover-16x9 - Ink](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1edc7cdc-a0a4-4325-bb57-eba030f4ee4f%2FWebinar-Video-Cover-16x9-Ink&w=3840&q=75)

How leading companies gain control over their spend

By Brex, August 2023

MidmarketEnterprise

Read more →

](/resources/gain-control-over-spend)

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![Webinar-Video-Cover-16x9 - Navy](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ffff08863-b969-4b05-88de-47ac77933030%2FWebinar-Video-Cover-16x9-Navy&w=3840&q=75)

How Deel and Brex help global workforces with their financial operations

By Brex, June 2023

MidmarketEnterprise

Read more →

](/resources/how-deel-and-brex-help-global-workforces)

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## Building Brex

](/resources/home)

[See all →](/resources/home)

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![Ben_Article preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fd3cb711f-46dc-4070-b32a-46b1277292df%2FBen_Article-preview&w=3840&q=75)

The cost of cost savings

By Ben Gammell, July 2024

EnterpriseCFO/finance leader

Read more →

](/journal/growth-accelerator)

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![Ben IPO article preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fececf81d-1fc4-475f-a6a0-0627705e8b5d%2FBen-IPO-article-preview&w=3840&q=75)

How Brex helps companies get IPO ready

By Ben Gammell, February 2024

StartupsCFO/finance leader

Read more →

](/journal/how-brex-helps-companies-get-ipo-ready)

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![Group 48098334 (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fdea0d63f-d508-4b05-8782-21870a9f9e8c%2FGroup-48098334-1&w=3840&q=75)

Planning advice — 
The lifecycle of SaaS spend

By Michael Tannenbaum, November 2023

MidmarketCFO/finance leader

Read more →

](/journal/planning-advice-the-lifecycle-of-saas-spend)

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![Saas spend review (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F4ab9f336-c8d9-40f0-9def-3cbb23061800%2FSaas-spend-review-1&w=3840&q=75)

Budgeting best practices from a CFO's SaaS spend review

By Michael Tannenbaum, October 2023

MidmarketCFO/finance leader

Read more →

](/journal/cfo-saas-spend-review)

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![Local-cards-desktop](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Faa5e0396-f693-4243-9efa-1143c2a31e56%2FLocal-cards-desktop&w=3840&q=75)

Building a global financial strategy

By Michael Tannenbaum, May 2023

MidmarketEnterprise

Read more →

](/journal/building-a-global-financial-strategy)

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![BB-empower-hero](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F23213db0-697b-4d06-b190-432984c6e57c%2FBB-empower-hero&w=3840&q=75)

Meet Empower

By Pedro Franceschi, April 2022

MidmarketEnterprise

Read more →

](/resources)