Episode - 014: - Where we learn from Dante, the building blocks of a great finance transformation project, project best practises, XP&A vs FP&A, the concept of technical debt, the evolving AI landscape, productivity & planning tools, and much much more.

After starting his career as a management accountant, and then financial controller, Dante went on to become an Accounting Manager at the Ford Motor Company, and then a Project Manager for the Accounting Centre of Excellence at Ford Credit.

Show Notes

Where to find Dante

Dante Healy's website here
LinkedIn page of Dante here
Business Breaks podcast here

Tech Mentioned

People Mentioned

Eleanor Roosevelt:

Books Mentioned

Other Mentions

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Contents

[00:02:19] Dante's motivation for upskilling and move to finance transformation project management.

[00:08:30] The blocks of a financial transformation and aligning with business operations.

[00:13:10] Why you should build a business case before automating poor processes.

[00:18:05] Why benchmarking against industry leaders is important

[00:24:02] XP&A vs FP&A

[00:24:52] The importance of accurate data before implementing AI

[00:26:47] Robotic process automation: replacing people with desktops

[00:29:59] Technical debt: replacing legacy systems to avoid obsolescence

[00:32:35] Exciting emerging technologies: AI, data visualization, low-code tools

[00:43:06] Writing for CEO World, maximizing productivity and finance transformations

[00:45:40] Getting executive buy-in for finance transformations

[00:48:22] The apps and gadgets Dante can’t live without

[00:50:07] Personal productivity apps (Notion, Blue)

[00:53:33] The benefits of connecting with new and interesting people on LunchClub

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