Dante Healy - How to Lead a Successful Finance Transformation Project | Ep.014
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
Tech Mentioned
People Mentioned
Books Mentioned
- “Loonshots” by Safi Bahcall:
- "Atomic Habits" by James Clear:
- "High Performance Habits" by Brendon Burchard:
Other Mentions
📧: Sign up for The Tech for Finance Newsletter here
đź“ş: Subscribe on YouTube here
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
