492: Moving Finance to the Center | David Evans, CFO, Cardlytics

Published: May 5, 2019, 10:15 p.m.

It wasn\u2019t long after David Evans arrived inside the CFO office at Cardlytics that finance team members learned that their office surroundings were about to change. Originally domiciled in the less-trafficked\u2013some would say \u201cquiet\u201d side\u2013of the building, Evans wasted little time in relocating his team to more central (and arguably more social) office space.

\u201cPhysically speaking, if I\u2019m advancing a mantra that my team is a trusted business partner, they need to be visible, and part of that involves the cadence and frequency with which they operate,\u201d says Evans, who believes that finance team members at Cardlytics have perhaps a plus-size opportunity to play a strategic role in the business. It\u2019s an opportunity that becomes more easily grasped when one considers the company\u2019s unique lines of sight.

The Atlanta-based company partners with financial institutions (2,000 of them) to run their banking rewards programs that promote customer loyalty, providing Cardlytics with a coveted view into where and when consumers are spending their money. Meanwhile, that view over time has become pools of data, into which the Cardlytics finance team is today known for taking deep dives.\xa0 \u201cOur team is very much involved with helping to assess those opportunities. And that means assessing the required resources and capital to go after the opportunities where we think that there could be pockets of outsized returns to the organization,\u201d explains Evans.\xa0

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