From Banker to Builder: Hands-On CFO Lessons for SaaS, with Jon Gross

Episode notes

Startups don’t need spreadsheet CFOs—they need operators who can think like owners. That’s the core message in this episode of The Growth-Minded CFO as hosts Alex Louisy (CEO, Upflow) and Lauren Pearl sit down with Jon Gross, CFO of RepeatMD. In this conversation you’ll learn: “Three-level CFO” playbook – how Jon shifts from board-level strategy to ground-floor execution without missing a beat. Why empathy for sales, product & customers is a super-power for finance leaders. The art of balancing professionalising a business without killing the scrappy magic that made it special. How your cap-table incentives should shape growth targets and risk tolerance. Jon’s method for carving out time to write, share and build in public—and why more CFOs should do it Practical tips for turning finance into an enablement function (not the department of “no”) About our guest: Jon Gross is CFO at RepeatMD, a Houston-based SaaS platform helping aesthetics, med-spa and wellness clinics drive repeat business through rewards and financing tools. A former investment banker, PE operator and chief-of-staff, Jon brings rare range—from capital markets to zero-to-one execution.