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From Reporting to Relevance: Building Capacity through Alignment, Automation, and Development
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Episode #147: Too many finance teams are stuck formatting data while the decisions fly by. We tackle a smarter way to work: build capacity by aligning effort to strategy, automating the grind, and developing the skills that turn reports into results. Stephen walks us through a practical approach for FP&A and accounting leaders who want to shield their teams from noise, prioritize what matters, and partner with IT to unlock automation without a costly tech overhaul. The focus is simple—reduce friction, raise insight, and spend more time advising than assembling.
We start with clarity: how to map every role and deliverable to a strategic objective, choose the leading indicators that actually drive action, and say no to work that doesn’t move the needle. From there, we dig into process and systems—standardizing inputs, automating routine pulls and reconciliations, and using collaborative workspaces so knowledge isn’t trapped in inboxes. Along the way, we challenge the culture of daily fire drills and offer a guardrail: route ad-hoc requests through a priority gate so the team’s best hours aren’t lost to random tasks.
Finally, we talk people. Coaching time management, building stronger analysis and storytelling skills, and running short, focused development sprints can transform morale and output. A tighter partnership with IT helps you ship quick wins—scheduled queries, clean templates, and self-serve dashboards—that free analysts to interpret trends and shape choices. Expect clear takeaways you can apply this week: an audit of calendars and tasks, a skills plan that sticks, and an automation backlog that delivers measurable time back.
Episode outline:
- Clarify priorities and align with strategic goals,
- Leverage tools and automation, and
- Build capacity through development.
Please connect with me on:
1. Instagram: stephen.mclain
2. Twitter: smclainiii
3. Facebook: stephenmclainconsultant
4. LinkedIn: stephenjmclainiii
For more resources, please visit Finance Leader Academy: financeleaderacademy.com.
Support the show
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By Stephen McLain
4.9
1212 ratings
Send us a text
Episode #147: Too many finance teams are stuck formatting data while the decisions fly by. We tackle a smarter way to work: build capacity by aligning effort to strategy, automating the grind, and developing the skills that turn reports into results. Stephen walks us through a practical approach for FP&A and accounting leaders who want to shield their teams from noise, prioritize what matters, and partner with IT to unlock automation without a costly tech overhaul. The focus is simple—reduce friction, raise insight, and spend more time advising than assembling.
We start with clarity: how to map every role and deliverable to a strategic objective, choose the leading indicators that actually drive action, and say no to work that doesn’t move the needle. From there, we dig into process and systems—standardizing inputs, automating routine pulls and reconciliations, and using collaborative workspaces so knowledge isn’t trapped in inboxes. Along the way, we challenge the culture of daily fire drills and offer a guardrail: route ad-hoc requests through a priority gate so the team’s best hours aren’t lost to random tasks.
Finally, we talk people. Coaching time management, building stronger analysis and storytelling skills, and running short, focused development sprints can transform morale and output. A tighter partnership with IT helps you ship quick wins—scheduled queries, clean templates, and self-serve dashboards—that free analysts to interpret trends and shape choices. Expect clear takeaways you can apply this week: an audit of calendars and tasks, a skills plan that sticks, and an automation backlog that delivers measurable time back.
Episode outline:
- Clarify priorities and align with strategic goals,
- Leverage tools and automation, and
- Build capacity through development.
Please connect with me on:
1. Instagram: stephen.mclain
2. Twitter: smclainiii
3. Facebook: stephenmclainconsultant
4. LinkedIn: stephenjmclainiii
For more resources, please visit Finance Leader Academy: financeleaderacademy.com.
Support the show