May 29, 2025

Jason Andrews – One Cold Email Changed His Career Forever

This week James sits down with Jason Andrews from FloQast to unpack the unexpected journey from accounting to marketing – and the lessons learned scaling a finance function through hypergrowth. Jason opens up about his time at Twilio, where he helped guide the company from $650M to over $4B in revenue, led a massive ERP migration, and managed a global team across five time zones. He also shares why he made the surprising leap into marketing at FloQast and how his accounting DNA continues to drive his impact. Whether you’re navigating messy month-end closes, leading through explosive growth, or considering a career pivot, this episode is full of wisdom on process, people, and perspective.
The Gross Profit Podcast
The Gross Profit Podcast
Jason Andrews - One Cold Email Changed His Career Forever
Loading
/

Show Notes

In this episode James Kennedy sits down with Jason Andrews from FloQast to unpack the unexpected journey from accounting to marketing – and the lessons learned scaling a finance function through hypergrowth. Jason opens up about his time at Twilio, where he helped guide the company from $650M to over $4B in revenue, led a massive ERP migration, and managed a global team across five time zones. He also shares why he made the surprising leap into marketing at FloQast and how his accounting DNA continues to drive his impact.

Whether you’re navigating messy month-end closes, leading through explosive growth, or considering a career pivot, this episode is full of wisdom on process, people, and perspective.

About Jason Andrews:
Jason Andrews is a former Senior Finance Leader at Twilio, now working in marketing at FloQast, the leading close management software platform. With a background in audit and operational finance, Jason specialized in month-end optimization, ERP transformation, and team scaling. At Twilio, he led the record-to-report function through unprecedented global expansion. Today, he brings that deep accounting experience into marketing, where he helps shape messaging that actually resonates with finance professionals.

What You’ll Learn:

  • Scaling Finance Through Hypergrowth: How Jason helped take Twilio’s finance team from startup-scale to 250+ people – without losing control.
  • ERP Migrations Done Right: The hard truths about switching from NetSuite to Oracle, and how process design (not headcount) unlocks speed and stability.
  • Why He Moved Into Marketing: What made Jason walk away from finance leadership and how accountants can bring unique value to cross-functional teams.

Episode Highlights:

  • “Process improvement doesn’t start with automation. It starts with writing it down.”
  • “FloQast gave me the ability to manage by exception. That’s what let me sleep at night.”
  • “I emailed the CEO and said, ‘I want to work with you.’ Accountants don’t do that – but I did.”

More about Jason’s Role:
At FloQast, Jason sits at the intersection of product, marketing, and finance – translating complex accounting needs into real-world solutions. With firsthand experience using FloQast as a customer at Twilio, he now brings those insights full circle to help other finance leaders drive efficiency, visibility, and automation through close management.

The Gross Profit Podcast

More Episodes

Merushka Chetty

Paul Maskill – How to Get 50% Equity in a Business Without Investing

In this episode, James Kennedy sits down with Paul Maskill, the “Blue-Collar CFO,” to unpack how service pros and trades owners can turn a time-for-money job into a sellable, scalable company. From pricing that actually funds growth to partnering for equity, Paul shares the moves he used to grow and exit multiple local businesses (landscaping, electrical, kids’ sports programs) and why home-service companies win by doing “the boring stuff” brilliantly – answer fast, show up, keep promises.

Listen Now »
Merushka Chetty

Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

Listen Now »
Merushka Chetty

Joe Stafford – The $26 Million Math Mistake That Changed Everything

In this episode, James Kennedy sits down with Joe Stafford, founder of Trinity Business Advisors and serial entrepreneur, to unpack hard-won lessons from scaling to $60M revenue, surviving a bank workout, exiting two companies, and now guiding owners through exit planning the right way. Joe shares how a simple gross-margin math fix generated $26M in profit, what really happens when private equity is on the other side of the table, and a practical playbook for making your business sellable, scalable, and less owner-dependent.

Listen Now »