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243. The 90-Day Finance Transformation Playbook with Hannah Munro
Manage episode 506643519 series 3457329
In this special solo episode of the CFO 4.0 Podcast, host Hannah Munro takes on a personal challenge what she would do with 90 days to transform finance. Drawing on her experience working with finance teams, Hannah breaks the journey into three clear phases: stabilisation, automation and efficiency, and forward looking acceleration.
You’ll discover practical, actionable steps you can apply in your own finance function, including
- How to stabilise core processes in the first 30 days, including bank reconciliations, AR, AP, cash collection, reporting structures, and balance sheet checks
- Why automation and efficiency in the next 30 days should focus on AP automation, AR solutions, payment processes, chart of accounts redesign, and month end optimisation
- How to approach the final 30 days with a forward looking mindset, including forecasting, budgets, dashboards, and integrating wider business data
- The importance of KPIs for measuring effectiveness across AR, AP, bank rec, and reporting
- How to set realistic timelines for transformation without overwhelming your team
- Why process mapping, controls, and risk management are essential foundations before scaling
Links Mentioned:
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Introduction to CFO 4.0 (00:00:00)
2. The 90-Day Challenge Framework (00:01:50)
3. Phase 1: Stabilize Core Processes (00:04:01)
4. Phase 2: Automation and Optimization (00:10:24)
5. Phase 3: Forward-Looking Finance (00:20:39)
6. Closing Thoughts and Next Steps (00:26:25)
247 episodes
Manage episode 506643519 series 3457329
In this special solo episode of the CFO 4.0 Podcast, host Hannah Munro takes on a personal challenge what she would do with 90 days to transform finance. Drawing on her experience working with finance teams, Hannah breaks the journey into three clear phases: stabilisation, automation and efficiency, and forward looking acceleration.
You’ll discover practical, actionable steps you can apply in your own finance function, including
- How to stabilise core processes in the first 30 days, including bank reconciliations, AR, AP, cash collection, reporting structures, and balance sheet checks
- Why automation and efficiency in the next 30 days should focus on AP automation, AR solutions, payment processes, chart of accounts redesign, and month end optimisation
- How to approach the final 30 days with a forward looking mindset, including forecasting, budgets, dashboards, and integrating wider business data
- The importance of KPIs for measuring effectiveness across AR, AP, bank rec, and reporting
- How to set realistic timelines for transformation without overwhelming your team
- Why process mapping, controls, and risk management are essential foundations before scaling
Links Mentioned:
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Introduction to CFO 4.0 (00:00:00)
2. The 90-Day Challenge Framework (00:01:50)
3. Phase 1: Stabilize Core Processes (00:04:01)
4. Phase 2: Automation and Optimization (00:10:24)
5. Phase 3: Forward-Looking Finance (00:20:39)
6. Closing Thoughts and Next Steps (00:26:25)
247 episodes
All episodes
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