In this episode of CFO Weekly, Connor Augustyn, Director at West Monroe, joins Megan Weis to lay out a comprehensive guide for private equity-backed CFOs to create and implement a finance transformation roadmap that will elevate company value through both data-driven strategies and effective financial management.

Connor's role as Director at West Monroe is the result of his diverse experience at both West Monroe and Clerestory Consulting, as well as Conagra Brands. He holds a degree in Accounting and Finance from the University of Nebraska–Lincoln and brings a strong skill set in finance, financial reporting, accounting, sales, and cash flow management.

In this episode, we discuss:

Key strategies for successful financial transformation
How PE-backed CFOs prioritize for success
The importance of aligning long-term strategy with short-term PE goals
Maintaining stakeholder engagement throughout the transformation process
How stakeholder buy-in and smart tech choices drive success

Learn more about Connor:

Connor Augustyn on LinkedIn
West Monroe Website

Episode resources:

Personiv's Website
Personiv on LinkedIn
Personiv on Facebook
Personiv on Twitter

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Episode resources:

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Personiv on LinkedIn
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Personiv on Twitter

If you enjoyed this episode, then please either:

Follow, rate, and review on Apple Podcasts
Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:

Driving Value Beyond Finance with Tom McDermott
Why CFOs Are the Chief Everything Officers with Claire Bramley
Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
What Lights You Up? with Jordan Grumet
Become a Lean Six Sigma Master Black Belt with William Washington

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