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248. Automation in Motion: How Finance Keeps Getting Faster and Smarter with Daniel Healey
MP3•Episode home
Manage episode 516073896 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of CFO 4.0, Hannah Munro talks with Daniel Healey, Group FD at Direct Heating Group, about building a finance function that never stands still.
Also covered in this episode:
- From manual processes to a fully automated, scalable finance team
- How to prioritise automation projects and prove ROI to stakeholders
- Overcoming resistance and redefining finance’s value beyond transactions
- Using automation to free capacity for strategic, value-add work
- Why continuous improvement beats perfection in transformation
- Daniel’s practical tips for starting small and scaling smart with automation
Links mentioned:
- Daniel's Linkedin
- Learn more about Direct Stoves
- Learn more about Flue & Ducting
- Learn more about Direct Fireplaces
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Setting The Scene: CFO 4.0 (00:00:00)
2. Dan’s Path Into Finance Leadership (00:01:05)
3. Life In PE: Pace And Deadlines (00:05:55)
4. Starting The Automation Journey (00:06:50)
5. Automating Sales Invoicing End To End (00:09:10)
6. Mindset Shifts And Team Buy-In (00:13:25)
7. From Transactional To Strategic Finance (00:16:40)
8. Handling Pushback And Change Roadmaps (00:19:15)
9. AP Transformation And Data Gains (00:22:00)
10. Designing For Seasonality And Scale (00:26:20)
11. Prioritising What To Automate Next (00:29:10)
12. Measure Wins: KPIs And Board Reporting (00:33:20)
13. Capacity, Hiring, And PE Reporting (00:36:35)
14. Finding Ideas: Events, Peers, Curiosity (00:39:20)
15. Start Small: Quick Wins That Compound (00:42:00)
16. Plan Ahead To Avoid Bottlenecks (00:46:00)
251 episodes
MP3•Episode home
Manage episode 516073896 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of CFO 4.0, Hannah Munro talks with Daniel Healey, Group FD at Direct Heating Group, about building a finance function that never stands still.
Also covered in this episode:
- From manual processes to a fully automated, scalable finance team
- How to prioritise automation projects and prove ROI to stakeholders
- Overcoming resistance and redefining finance’s value beyond transactions
- Using automation to free capacity for strategic, value-add work
- Why continuous improvement beats perfection in transformation
- Daniel’s practical tips for starting small and scaling smart with automation
Links mentioned:
- Daniel's Linkedin
- Learn more about Direct Stoves
- Learn more about Flue & Ducting
- Learn more about Direct Fireplaces
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Setting The Scene: CFO 4.0 (00:00:00)
2. Dan’s Path Into Finance Leadership (00:01:05)
3. Life In PE: Pace And Deadlines (00:05:55)
4. Starting The Automation Journey (00:06:50)
5. Automating Sales Invoicing End To End (00:09:10)
6. Mindset Shifts And Team Buy-In (00:13:25)
7. From Transactional To Strategic Finance (00:16:40)
8. Handling Pushback And Change Roadmaps (00:19:15)
9. AP Transformation And Data Gains (00:22:00)
10. Designing For Seasonality And Scale (00:26:20)
11. Prioritising What To Automate Next (00:29:10)
12. Measure Wins: KPIs And Board Reporting (00:33:20)
13. Capacity, Hiring, And PE Reporting (00:36:35)
14. Finding Ideas: Events, Peers, Curiosity (00:39:20)
15. Start Small: Quick Wins That Compound (00:42:00)
16. Plan Ahead To Avoid Bottlenecks (00:46:00)
251 episodes
All episodes
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