255. PE Backed: How To Survive And Succeed As A CFO In Private Equity With Omar Choucair CFO 4.0

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255. PE Backed: How to survive and succeed as a CFO in Private Equity with Omar Choucair

1d ago 43:40

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In this episode, Hannah Munro sits down with Omar Choucair, CFO at Trintech, for a forthright look at life inside private equity. Omar offers a clear view of what the role truly demands and why it isn’t for the faint hearted. He discusses the expanded remit of today’s CFO, the operational intensity of PE-backed firms and the importance of pace, people and process when value creation is the end goal.

The conversation covers

The sharp contrasts between public company and private equity expectations
What a PE-ready finance team looks like and why curiosity, stamina and tight-knit business partnerships matter more than ever
How to build trust across the business and move finance from scorekeeper to genuine strategic partner
The realities of scaling fast the role of technology, automation and a modern ERP in enabling profitable growth
What new and aspiring PE CFOs need to know from managing the CEO relationship to anticipating board demands

Links mentioned

Omar's Linkedin
Learn more about Trintech

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Chapters

1. Setting The Stage For CFO 4.0 (00:00:00)

2. Public Vs Private Equity CFO Realities (00:01:01)

3. Building A PE-Ready Finance Team (00:03:39)

4. Balancing Operations, Strategy, And MA (00:06:40)

5. Trust-Based Partnerships Across The ELT (00:10:03)

6. Coaching Finance Into Trusted Advisors (00:12:16)

7. Hybrid Work And Talent Density (00:15:31)

8. Automation, AI, And The Tech Stack (00:18:09)

9. Storytelling, Hold Periods, And Leadership Turnover (00:21:11)

10. Speed, Scale, And Common PE Pitfalls (00:23:57)

11. Beyond Email: Real AI Use In Finance (00:26:18)

12. Planning For Profitable Growth (00:29:07)

13. MA Playbook From 40+ Deals (00:31:36)

14. Teams, Vendors, And Day-One Control (00:34:35)

15. Integrate Systems And Keep Key People (00:37:07)

16. Change Management That Actually Lands (00:39:55)

17. Valuations, Diligence, And Customer Truth (00:42:10)

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