The Adam Shilton Podcast

Dante Healy - How to Lead a Successful Finance Transformation Project | Ep.014


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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

    • Notion: 
    • Zapier: 
    • Chat GPT: 
    • Rize: 
    • Blue: 
    • Jira: 
    • People Mentioned

      • Eleanor Roosevelt
      • Books Mentioned

        • “Loonshots” by Safi Bahcall: 
        • "Atomic Habits" by James Clear: 
        • "High Performance Habits" by Brendon Burchard: 
        • Other Mentions

          • CEOWorld Magazine: 
          • Lunchclub: 
          • Robotic process automation: 
          • Technical debt: 
          • Low-code tools: 
          • VBA: 
          • 📧: Sign up for The Tech for Finance Newsletter here

            📺: 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


            ...more
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