Brad Roberts in

Brad Roberts

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Chief Financial Officer at ThoughtSpot
📍 San Francisco, California, United States

Brad Roberts is the Chief Financial Officer at ThoughtSpot, focused on building an AI-enabled enterprise with an operators mindset. A graduate of The Wharton School and the University of Pennsylvania, colleagues describe him as an intelligent, resourceful, and strategic leader who excels at maturing hyper-growth businesses.

He championed using ThoughtSpots own AI agent to automate complex lease accounting (ASC 842), saving his own finance department tens of thousands of dollars monthly.

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Experience
16 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brad cares about

AI in Finance
He actively promotes using agentic AI to solve tactical ROI problems for CFOs and accounting teams, transforming how financial data is managed and analyzed.
Agentic Workflows
His recent commentary focuses heavily on leveraging "Agentic Workflows" and platforms like AgentSpot to expand team capabilities and drive immediate business impact.
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Career

Work history

2-2025
Chief Financial Officer
ThoughtSpot
7-2024 - 12-2024
Interim CFO
ThoughtSpot
3-2024 - 12-2024
Interim CFO
Panorama Education
2022 - 2024
Interim CFO
Cerebral
2022 - 2022
Interim CFO
Mothership
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Applied Science (BASc)
University of Pennsylvania
Bachelor of Science (BS)
The Wharton School
Education details unavailable
Harvard Business School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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