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CFO 4.0 - The Future of Finance - 188. From Data Quality to Change Management with Alex Ladd

188. From Data Quality to Change Management with Alex Ladd

08/06/24 • 46 min

CFO 4.0 - The Future of Finance

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In this weeks episode of CFO 4.0 join Hannah Munro as she interviews Alex Ladd, CEO of Mindstream Analytics, Discover key insights and strategies for successful financial transformation projects.
In this episode, we cover:

  • The importance of customer involvement and realistic expectations.
  • How to identify data issues through process evaluation rather than just data accuracy.
  • The critical role of change management in the success of transformation projects.
  • The importance of ongoing investment and seeing technology as a journey, not just a project.
  • How performance management tools have evolved and the impact of AI and machine learning.
  • The necessity of clear communication and setting expectations with all stakeholders.

Links mentioned:

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Send us your thoughts

In this weeks episode of CFO 4.0 join Hannah Munro as she interviews Alex Ladd, CEO of Mindstream Analytics, Discover key insights and strategies for successful financial transformation projects.
In this episode, we cover:

  • The importance of customer involvement and realistic expectations.
  • How to identify data issues through process evaluation rather than just data accuracy.
  • The critical role of change management in the success of transformation projects.
  • The importance of ongoing investment and seeing technology as a journey, not just a project.
  • How performance management tools have evolved and the impact of AI and machine learning.
  • The necessity of clear communication and setting expectations with all stakeholders.

Links mentioned:

Previous Episode

undefined - 187. Financial Transformation Live: Calculating the Financial Benefit of Your New Transformation Project

187. Financial Transformation Live: Calculating the Financial Benefit of Your New Transformation Project

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In this episode of Financial Transformation Live, hosted by Hannah Munro, we look into the practical aspects of calculating the financial benefits of your new transformation project. This session is inspired by a listener’s request for a more detailed example of building a financial business case.

Key points covered include:

  • Learn how to estimate the financial ROI over a five-year period
  • Understand the value of better reporting and analytics
  • Discover methods to measure time saved and efficiency gains
  • Assess the impact of better credit control and customer portal implementations on cash flow
  • Evaluate the financial impact of mitigating risks such as fraud

Links mentioned:

Next Episode

undefined - 189. CFO Stories: Scaling Success: Navigating Growth and Funding with Luigi Testa

189. CFO Stories: Scaling Success: Navigating Growth and Funding with Luigi Testa

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In this weeks episode of CFO 4.0, Hannah Munro sits down with Luigi Testa, CFO at LinkSquares, to discuss his journey and the incredible growth story of LinkSquares. Luigi shares his insights on transitioning into the CFO role, navigating funding rounds, and scaling the finance function within a rapidly growing company.

Key points covered:

  • The importance of strategic finance skills over traditional accounting backgrounds in the CFO role.
  • Insights into the Series A to Series C funding processes, including investor expectations and maintaining clean financials.
  • Common challenges during rapid growth and the importance of resilience and problem-solving.
  • Key financial metrics and unit economics crucial for SaaS companies and how they evolve.
  • Strategies for hiring the right talent and balancing process and control with growth objectives.

Links mentioned:

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