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226. Shared Service Centres, Incremental Change, and Finance Transformation with Rob Jackson

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Manage episode 482409972 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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In this episode of CFO 4.0, host Hannah Munro is joined once again by Rob Jackson, now Senior Associate Consultant at Protiviti UK. Rob reflects on his journey from leading finance operations at Sage to spearheading transformation projects in private equity-backed businesses. Together, they unpack what it really takes to deliver finance change, lead shared services, and balance organisational complexity.

In this episode, we explore:

  • Rob’s experience transitioning from Sage to working in a private equity environment
  • How to successfully drive incremental finance change
  • The importance of defining clear goals and resisting the temptation
  • Building and managing an effective Shared Service Centre
  • The critical role of stakeholder management
  • Rob’s top advice for new shared services leaders

Links mentioned:

  continue reading

Chapters

1. Introduction to CFO 4.0 podcast (00:00:00)

2. Rob's career journey since last appearance (00:01:40)

3. Driving incremental change in finance (00:06:03)

4. Balancing perfection versus progress (00:08:36)

5. Stakeholder management in finance transformation (00:15:22)

6. Shared service center approach (00:21:37)

7. Process standardization and common platforms (00:31:06)

8. Top advice for shared service leaders (00:38:13)

9. Episode conclusion and contact details (00:43:12)

228 episodes

Artwork
iconShare
 
Manage episode 482409972 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro is joined once again by Rob Jackson, now Senior Associate Consultant at Protiviti UK. Rob reflects on his journey from leading finance operations at Sage to spearheading transformation projects in private equity-backed businesses. Together, they unpack what it really takes to deliver finance change, lead shared services, and balance organisational complexity.

In this episode, we explore:

  • Rob’s experience transitioning from Sage to working in a private equity environment
  • How to successfully drive incremental finance change
  • The importance of defining clear goals and resisting the temptation
  • Building and managing an effective Shared Service Centre
  • The critical role of stakeholder management
  • Rob’s top advice for new shared services leaders

Links mentioned:

  continue reading

Chapters

1. Introduction to CFO 4.0 podcast (00:00:00)

2. Rob's career journey since last appearance (00:01:40)

3. Driving incremental change in finance (00:06:03)

4. Balancing perfection versus progress (00:08:36)

5. Stakeholder management in finance transformation (00:15:22)

6. Shared service center approach (00:21:37)

7. Process standardization and common platforms (00:31:06)

8. Top advice for shared service leaders (00:38:13)

9. Episode conclusion and contact details (00:43:12)

228 episodes

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