Unlocking value in the finance function
Manage episode 484238226 series 3558478
In today’s evolving market, finance leaders are moving beyond traditional back-office functions to become strategic leaders and value creators. Anne-Marie sits down with Jesus Ballesteros and Charlotte Zhen of BDO’s value creation team, to explore how the modern CFO is transforming into a chief value creation officer—aligning finance, operations, and strategy while leading digital transformation to boost efficiency and long-term growth.
What you’ll hear in this episode
[4:07] The role of historical and current market fluctuations when analyzing and creating effective margin strategies.
[9:08] How today’s CFOs are shifting from back-office operators to strategic value creators.
[11:53] Why CFOs must adopt a strategic mindset to create value beyond finance and operations—regardless of company size.
[13:46] How finance leaders at smaller firms can take the lead in digital transformation to improve efficiency.
[16:36] Common inefficiencies companies face when launching value creation initiatives—and how to avoid them.
[22:00] The importance of strong performance metrics in enabling smarter, data-driven business decisions.
[26:04] Key financial and operational metrics that CFOs should track to continue to drive value.
[30:03] The vital role finance plays in shaping corporate strategy and guiding decision-making through accurate, actionable data.
[36:29] Actionable advice for CFOs looking to expand their impact and drive greater value across their organization.
Mentioned:
“If there's one skill that CFOs need to learn nowadays—it’s how to implement strategy effectively. This is because they’re at the centre of all activity within the firm and are uniquely positioned to execute those plans.”
“Finance is at the core of being able to bring different functions together towards a common goal. It’s important that they are seen as partners towards driving success.”
“Finance teams can really add value by providing ongoing visibility into what is going on in the business. From a numbers perspective, they act as an advisor to ensure that all the operational efforts translate into positive financial results.”
“The voice of finance at the table is very important when doing digital transformation. It’s important that CFOs understand how digital transformation impacts operations and how it can make the finance function itself much more efficient.”
44 episodes