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How do you scale finance across regulated markets and crisis moments without losing focus on the customer?
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In this episode of The CFO Playbook, David McClelland is joined by Mohamed “Mo” Omaizat, CFO and Managing Director at Taxfix, the Berlin-based, AI-first tax platform helping customers file taxes more easily across multiple European markets.
Mo shares why customer-centricity isn’t a slogan – it’s a leadership system: calendar time with frontline teams, regular rituals, and tying financial models directly to customer behaviour (retention, frequency, cohort dynamics). He also explains how he approaches resource allocation across product, segment, and geographic growth using a customer-weighted ROI lens – and why regulation, at its core, is about trust.
In his conversation with David McClelland, Mo reflects on lessons from investment banking, private equity, Rocket Internet, and leading through crisis at WeWork. He explains why authenticity, clarity, and disciplined rebuilding matter most when uncertainty rises. He also outlines AI’s opportunity in finance, automating low value work so teams can focus on insight and better decisions, and shares his principle: choose wisely, commit fully, and make trade offs explicit.
Mo’s CFO Playbook principle: “If you touch it, stick with it—choose wisely, commit fully, and make the trade-offs explicit.”
Leading With the Customer: A Practical Checklist for Finance Leaders
See how finance leaders are embedding customer value into decision-making, turning finance into a driver of clarity, trust, and sustainable growth across the business.
Download Leading With the Customer: A Practical Checklist for Finance Leaders for clear, practical actions to help CFOs connect financial models to customer behaviour, allocate resources with discipline, and build alignment around the metrics that truly drive long-term growth.