Back

Explore every episode of the podcast CFO 4.0 - The Future of Finance

Dive into the complete episode list for CFO 4.0 - The Future of Finance. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

Rows per page:

1–50 of 273

TitlePub. DateDuration
271. CFO 4.0 Revisited: The Future of Finance: Cultivating Skills & Adapting to Change with Oliver Deacon26 mai 202600:51:20

Send us your thoughts

For this CFO 4.0 Revisited episode, Hannah Munro is joined by Oliver Deacon, Executive Coach and Founder of Oliver Deacon Coaching, to explore what the future of finance leadership really looks like over the next five years.

As finance teams continue to face rapid technological change, increasing pressure to deliver insight, and evolving expectations from the wider business, technical expertise alone is no longer enough. Oliver shares why the most successful finance leaders of the future will be those who combine commercial thinking, emotional intelligence, adaptability, and strong leadership skills alongside technical capability.

What’s covered in this episode?

• Why soft skills are becoming one of the most valuable assets in finance leadership
 • The growing importance of leadership and communication across finance teams
 • How process engineering and operational thinking will shape future finance functions
 • Practical ways finance professionals can build resilience and adapt to constant change
 • Creating a culture of continuous learning within finance teams
 • How emerging technologies can help finance leaders drive greater business impact

Links mentioned in this episode

270. CFO 4.0 Revisited: The Balancing Act: Risks, Ethics, and the Lessons Learnt from Failing with Shaun Hayes19 mai 202600:47:20

Send us your thoughts

For this CFO 4.0 Revisited episode, Hannah Munro is joined by Shaun Hayes, author of The Gray Choice, to explore the realities of leadership, resilience, and decision-making in high-pressure environments. 

What’s covered in this episode

  •  Why taking calculated risks is essential for long-term success 
  •  Lessons learned from major setbacks and how to recover stronger 
  •  The importance of building a trusted circle of advisors and mentors 
  •  Why happiness and fulfilment do not always come from constant growth 
  •  The role discipline and standards play in financial leadership 
  •  Insights from Shaun’s book The Gray Choice and his leadership philosophy

Links referenced in this episode:

269. CFO 4.0 Revisited: Accelerating your impact as a CFO with coaching with Catherine Clark28 avr. 202600:42:16

Send us your thoughts

For this CFO 4.0 Revisited episode, Hannah Munro is joined by Catherine Clark, Lead CFO Mentor at GrowCFO and Director of Cristallum Limited, for a grounded and practical conversation on the power of mentoring in modern finance leadership.

As the role of the CFO continues to evolve beyond technical expertise, the need for strong communication, self-awareness, and leadership capability has never been greater. Catherine draws on her extensive experience to explore how mentoring provides finance leaders with something often missing in their day-to-day roles, a trusted space to step back, reflect, and grow.

What is covered in this episode

  • The difference between mentoring and coaching, and when each is most valuable
  • The soft skills finance leaders need when stepping into more senior roles
  • How to build clear, effective communication within your finance team
  • Why finance leaders must understand their wider impact across the organisation
268. CFO 4.0 Revisited: Integration, automation and finding your niche with Cécile Parker21 avr. 202600:47:11

Send us your thoughts

For this CFO 4.0 Revisited episode, Hannah Munro is joined by Cécile Parker, Group CFO at Vital Energi Utilities, to explore how finance leaders can play a far more integrated and influential role across the business.

Cécile shares her journey to CFO and offers a clear view on how the function must evolve. This is not about finance sitting on the sidelines. It is about stepping forward, embedding into operations, and driving meaningful change across people, processes and sustainability.

 What’s covered in this episode

  •  Why finance leaders must stop underestimating the impact of automation
  •  How to find and define your niche as a CFO
  •  The importance of embedding finance across the wider business
  •  Building the skills and capabilities within a modern finance team
  •  Understanding and influencing finance’s role in sustainability and carbon impact 

 Links mentioned in this episode:

267. CFO 4.0 Revisited: How to make your next digital transformation project a success with Mark Lockton-Goddard14 avr. 202600:44:07

Send us your thoughts

In this CFO 4.0 Revisited episode, Hannah Munro is joined by Mark Lockton‑Goddard, now Founder & CEO at embracent, to explore what successful digital transformation really looks like for finance teams.

With over 25 years’ experience across global organisations, Mark shares practical insight into how CFOs can approach transformation decisions, gain buy‑in from their teams, and avoid common pitfalls when introducing new technology and processes.

Relaunched ahead of the new financial year, this episode is a timely listen for finance leaders reviewing how prepared their finance function is for what lies ahead.

In this episode, we cover:

  • How CFOs should approach decision‑making for finance transformation
  • Gaining employee buy‑in for new systems and processes
  • Common mistakes that cause digital transformation projects to fail
  • Key focus areas when modernising finance departments
  • How finance teams are adapting to meet today’s business demands

Links mentioned in this episode:

266. CFO 4.0 Revisited: How technology can enable hybrid working for finance teams with Paul Lee07 avr. 202600:46:47

Send us your thoughts

For this CFO 4.0 Revisited episode, Hannah Munro is joined by Paul Lee, Partner at Deloitte UK, to explore one of the most debated shifts in modern working life – the move to hybrid.

Drawing on his experience at Deloitte, Paul challenges the idea that there is a single “right” answer. Instead, he highlights the importance of asking better questions – around productivity, collaboration, employee expectations, and long-term business impact.

What’s covered in this episode

  • Working from home, hybrid, and returning to the office – how to assess the right approach
  • Key questions finance leaders should be asking about hybrid working models
  • The role of technology in enabling the future of work
  • How developments like 5G and WiFi 6 could reshape how and where we work

Links referenced in this episode


265. CFO 4.0 Revisited: Navigating Financial Planning in a Dynamic Business Environment with James Owen31 mars 202600:46:44

Send us your thoughts

 For this CFO 4.0 Revisited episode, Hannah Munro is joined by James Owen, Global CFO of the Profiles Division at Kantar, to explore how modern finance leaders are reshaping planning, forecasting, and decision-making in an increasingly data-driven world. 

What’s covered in this episode

  • Why market data is essential for meaningful performance benchmarking
  • How to improve communication and understanding of financial insights across the business
  • The role of Integrated Business Planning in driving better forecasts and decisions
  • Why data science is becoming a core capability within finance teams
  • How to assess finance talent beyond technical skills
  • The importance of scenario planning across ambition, realism, and prudence

Links mentioned in this episode:

264. CFO 4.0 Revisited: A CFOs Guide to Writing Annual Reports That Your Investors Actually want to Read with Claire Bodanis24 mars 202600:50:20

Send us your thoughts

For this CFO 4.0 Revisited episode, Hannah Munro is joined by Claire Bodanis, Founder and Director of Falcon Windsor and one of the UK’s leading authorities on corporate reporting. Claire shares a practical and honest view of what it really takes to produce an annual report that cuts through the noise. 

What’s covered in this episode

• The biggest challenges organisations face when producing the annual report today
 • How to create a report that is engaging, clear and valuable to investors
 • Balancing regulatory requirements with meaningful communication
 • How to handle and communicate difficult or negative news
 • Common mistakes businesses make in their annual reporting
 • What is changing in the world of corporate reporting and what it means for finance teams

Links referenced in this episode:

263. CFO 4.0 Revisited: Connecting the dots between data and insights through storytelling in finance with Brent Dykes17 mars 202600:50:12

Send us your thoughts

In this episode of CFO 4.0 Revisited, Hannah Munro reconnects with Brent Dykes, Founder and Chief Data Storyteller at AnalyticsHero, to explore one of the most important skills modern finance leaders must master – turning data into meaningful stories that drive action.

In this episode, we explore

  • What a Chief Data Storyteller actually does
  • Brent’s journey into analytics and the creation of AnalyticsHero
  • Why data storytelling is becoming essential for finance leaders
  • Practical frameworks for communicating insight across finance teams
  • How to turn financial data into compelling, decision-driving stories
  • Brent’s top tips for getting started with data storytelling in finance

Links mentioned in episode

262. CFO 4.0 Revisited: How Funding is Like Ice Cream with Martin Spiller10 mars 202600:47:38

Send us your thoughts

In this CFO 4.0 Revisited episode, Hannah Munro is joined by experienced finance leader Martin Spiller to explore what funders are really looking for in a CFO.

From common funding mistakes to the differences between start-up and scale-up investment, Martin shares practical insight on securing funding, choosing the right partners and positioning your business for sustainable growth.

  • What funders look for in a CFO
  • Common mistakes when applying for funding
  • Start-up vs scale-up funding expectations
  • Seed, Series A and Series B funding explained
  • How to find the right funding partner
  • Tips for improving your chances of securing investment

Links mentioned in this episode:

261. CFO 4.0 Revisited: Making the shift from CFO to Board with Fiona Hathorn, CEO of Women on Boards UK03 mars 202600:45:06

Send us your thoughts

To mark the return of CFO 4.0 Revisited and celebrate International Women’s Week, we’re bringing back a powerful conversation that is just as relevant today as when it first aired. In Episode 77, Hannah Munro sits down with Fiona Hathorn, CEO of Women on Boards UK, to explore what it truly takes to step into the boardroom and succeed.

Board roles are often discussed but rarely explained in practical terms. Fiona cuts through the noise, sharing clear guidance on balancing cultural fit with constructive challenge, assessing whether a board opportunity is right for you, and positioning yourself as a credible candidate in a competitive market. At a time when representation and leadership are firmly in focus, this conversation is about progression, not just celebration.

In this episode, you’ll hear:

  • What skills and experience boards are really looking for
  • How to build board-ready credentials before you apply
  • Where to find opportunities and how to assess them properly
  • What a typical board recruitment process involves
  • Practical tips to stand out and interview with confidence
  • How to balance fitting in with constructively challenging the status quo
260. Financial Transformation Live: New Years Resolutions for Finance03 févr. 202600:20:32

Send us your thoughts

In this special Financial Transformation Live episode, Hannah Munro sets out a clear, practical agenda for finance leaders who want 2026 to be the year transformation actually happens.

This session deliberately moves away from technology hype and focuses on the fundamentals that enable progress. Hannah makes the case that 2026 must be a people and process year, not a rushed race to automate. As the pace of change accelerates and AI becomes part of everyday working life, finance teams need the capacity, skills and foundations to respond, rather than react.

In this episode, Hannah covers

  • Why 2026 must be a people and process year, not a rushed race to automate
  • How to create real capacity in finance teams to drive change, not just survive month end
  • The risk of automating broken processes and why simplicity is the foundation of speed
  • Moving finance from hindsight to foresight through faster closes and in-month reporting
  • Using the right technology for the problem, and why AI is not always the answer
  • Building resilient, well-rounded finance teams that can adapt as the pace of change accelerates
259.CFO 4.0 Revisited: Soft Skills and the importance they have in Finance Teams with Howard Tunnicliffe27 janv. 202600:30:51

Send us your thoughts

In this third episode of the CFO 4.0 Revisited series, Hannah Munro is joined by Howard Tunnicliffe, now FP&A Director at Busuu, to revisit a conversation that remains highly relevant for modern finance leaders.

Originally recorded when Howard was Head of Finance Subscriptions at The Economist, this episode tackles a topic that still separates good finance teams from great ones: soft skills. As finance continues to move beyond pure technical delivery, Howard shares practical insight into why behaviours, communication and judgement matter just as much as numbers.

In this episode, you’ll hear:

  • Howard’s career journey and lessons learned across global, matrixed organisations
  • Why soft skills are critical for finance professionals looking to progress into leadership
  • How to assess the strengths and gaps within your finance team
  • The risks of ignoring soft skills in high-performing finance functions
  • Which soft skills matter most in FP&A and senior finance roles
  • Practical ways to develop these skills across your finance team
258. Pricing Without Guesswork: Using Behavioural Economics to Drive Better Decisions with Etinosa Agbonlahor20 janv. 202600:45:11

Send us your thoughts

 In this episode of CFO 4.0, Hannah Munro is joined by Etinosa Agbonlahor, CEO of Decision Alpha, to break down why pricing causes so much anxiety and how finance leaders can take control of it in a structured, evidence-based way.

Together, they explore how behavioural economics, customer insight, and disciplined iteration can turn pricing from a reactive afterthought into a strategic advantage.

In this episode, they cover

  • Why pricing is the keystone of the business and what goes wrong when it is ignored
  • The warning signs that your pricing strategy is misaligned with value
  • Common pricing mistakes, including over-reliance on competitors
  • How to research willingness to pay using both qualitative and quantitative methods
  • Applying behavioural economics to frame prices, guide choices, and improve conversion
  • Why pricing should be reviewed and refined regularly, not set and forgotten

Links mentioned:


257. The Readiness Challenge: What Project Readiness really looks like with Hannah Munro and Neil Lynchehaun13 janv. 202600:43:45

Send us your thoughts

As a follow-up to their Financial Transformation Live discussions, Hannah Munro is joined by Neil Lynchehaun, Transformation and Delivery Manager at itas, to launch The Readiness Challenge series.

In part one, they take an honest look at what project readiness really means and why so many finance transformations struggle before they even begin. Drawing on real delivery experience, this episode focuses on the most common and underestimated blocker to success team capacity and capability.

 This episode covers: 

  • What project readiness really means before starting a finance transformation
  • Why team capacity is the number one cause of delays and failed projects
  • How to assess whether your finance team genuinely has the availability to deliver change
  • Practical ways to create capacity without defaulting to hiring more people
  • The importance of having the right mix of skills influence and experience in project teams
  • How to reduce delivery risk through backfilling strategy retention planning and phased delivery

Links mentioned:

256. 2025 Highlights: Transforming Finance Conversations with Today's Finance Leaders06 janv. 202600:23:55

Send us your thoughts

In this special highlights episode of CFO 4.0, host Hannah Munro reflects on the most impactful conversations of 2025, bringing together lessons from CFOs, transformation leaders, and futurists. Drawing on insights from across the year, this episode explores what finance leaders have really learned as the role continues to evolve under pressure from growth, technology, and rising expectations.

In this episode, we reflect on

  • Why finance transformation fails when it is treated as a separate role rather than a day-to-day mindset
  • How CFOs are learning to make faster, better decisions without waiting for perfect data
  • What the explosive adoption of AI, including ChatGPT, signals for finance teams and leadership expectations
  • The practical warning signs that data integrity and control environments are no longer fit for growth
  • How CFOs can professionalise fast-growing businesses without killing the agility that made them successful
  • The realities of growth versus profit in private equity-backed organisations and what investors actually expect

This episode features highlights and perspectives from 

and offers a clear-eyed view of where finance leadership is heading next.

255. PE Backed: How to survive and succeed as a CFO in Private Equity with Omar Choucair16 déc. 202500:43:40

Send us your thoughts

In this episode, Hannah Munro sits down with Omar Choucair, CFO at Trintech, for a forthright look at life inside private equity. Omar offers a clear view of what the role truly demands and why it isn’t for the faint hearted. He discusses the expanded remit of today’s CFO, the operational intensity of PE-backed firms and the importance of pace, people and process when value creation is the end goal.

The conversation covers

  •  The sharp contrasts between public company and private equity expectations
  • What a PE-ready finance team looks like and why curiosity, stamina and tight-knit business partnerships matter more than ever 
  •  How to build trust across the business and move finance from scorekeeper to genuine strategic partner 
  • The realities of scaling fast the role of technology, automation and a modern ERP in enabling profitable growth  
  • What new and aspiring PE CFOs need to know from managing the CEO relationship to anticipating board demands

Links mentioned

254. First 100 Days as a CFO: From Diagnosis to Direction with Nicolas Raynaud FCCA09 déc. 202500:50:59

Send us your thoughts

In this episode of the CFO 4.0 Podcast, recorded in partnership with ACCA, Hannah Munro is joined by Nicolas Raynaud FCCA, CFO at the Science Museum Group. Nicolas shares a frank and practical view of what it really takes to settle into a new CFO role and why those early months demand clarity, curiosity and steady judgement.

In this episode, Nicolas covers

  •  Why the first 100 days start with understanding the organisation you’re joining, not diving into delivery
  •  How to diagnose whether you’re entering a growth phase, a turnaround or a realignment
  •  The importance of preparing before day one and validating the brief you were given
  •  How to balance early stakeholder engagement with the pressure to act
  •  What to do when your findings don’t match expectations, and how to handle difficult course correction
  •  Why staying open minded, curious and willing to learn will set the tone for long term success

Links mentioned

253. Data first, People first: The making of a modern finance function with Matthew Robinson02 déc. 202500:44:25

Send us your thoughts

In this in-person conversation, Hannah Munro sits down with Matthew Robinson, Financial Controller at Zebra Pens, to explore the realities of running and transforming finance inside a small but ambitious business. 

This episode covers

  • Why small-business finance needs pragmatism, balance and the courage to let go of total control 
  • How Matt rebuilt finance around risk-based thinking, strong foundations and the ability to switch off at the end of the day 
  • The hard lessons of a difficult first implementation 
  • How Zebra Pens is moving towards 21st-century operations with integrated systems

Links mentioned

252. Financial Transformation Live: Transformation Trouble-shooters November Special25 nov. 202500:35:16

Send us your thoughts

In this Transformation Troubleshooter episode, Hannah Munro and Neil Lynchehaun tackle two real scenarios sent in by finance and operational leaders wrestling with change. They cut through the noise and give practical, experience-led guidance on managing competing priorities, handling resistance and keeping transformation efforts on track.

What the episode covers

  •  Why misaligned leadership priorities derail projects
  •  How to define ROI early so cost concerns don’t dominate later
  •  Ways to balance the natural tension between speed, control and risk
  •  How to use stakeholder management, individual conversations and senior sponsorship to regain direction
  •  What to do when a team member becomes disruptive during implementation and how to reset the room
  •  Practical facilitation tools

Links Mentioned

251. CFO 4.0 Revisited: What are Boards looking for in a CFO? with Patrick Dunne18 nov. 202500:33:42

Send us your thoughts

In the second instalment of our CFO 4.0 Revisited series, we return to a conversation that first aired as the twentieth episode of the podcast. Hannah Munro sits down with Patrick Dunne, now an experienced chair and influential voice across business and social enterprise, to explore what boards truly expect from a modern CFO.

This episode offers a clear, direct view of boardroom dynamics and the realities of senior leadership. Patrick sets out what a strong board and CFO relationship looks like, the qualities that boards value most, and where new finance leaders often fall short. He also tackles the balance of the CEO and CFO partnership, how trust is built or lost, and whether a strained relationship can ever be repaired.

Key themes include

• The hallmarks of an effective board and CFO relationship
 • What boards genuinely want from their CFO
 • How to make a strong start with your board
 • The role and boundaries of the CEO and CFO partnership
 • Whether damaged senior relationships can be rebuilt
 • Practical guidance for new CFOs looking to set the right tone

Links mentioned

250. Beyond the Buzz: Agility, AI and the Future of Finance Tech with ACCA11 nov. 202500:56:25

Send us your thoughts

In this special live episode, recorded at the ACCA Finance Futures Conference, Hannah Munro joins Alex Falcon Huerta (ACCA) to cut through the hype and explore what it really takes to choose and implement the right finance technology.

From agility in software selection to preparing for the rise of AI, they share stories, frameworks, and practical advice to help finance leaders stay ahead of the curve.

In this episode, Hannah and Alex discuss

  • Why agility is key when selecting and assessing finance software
  • How to rethink ROI beyond time and cost, and measure real business value
  • The dangers of traditional RFPs and how to adopt a more flexible, iterative approach
  • Understanding the technology lifecycle from bleeding edge to rusting edge
  • How to future-proof your finance team with the right AI readiness and mindset
  • Managing resistance to change and building momentum for digital transformation

Links Mentioned:

249. Financial Transformation Live: Stop Shopping, Start Transforming04 nov. 202500:24:31

Send us your thoughts

In this insightful Financial Transformation Live session, Hannah Munro, Managing Director of itas Solutions, challenges the traditional approach to purchasing new technology solutions. Rather than focusing solely on procurement checklists and feature comparisons, Hannah encourages finance leaders to rethink how they approach technology selection — shifting from “shopping” to “transforming.”

Drawing on her consultancy experience, she explores how organisations can accelerate time to value, engage suppliers more effectively, and turn the buying process itself into the first step of transformation.

💡 In this episode, Hannah covers:

  • Why the traditional RFP (Request for Proposal) approach often fails to deliver transformational outcomes
  • How to design a consultative selection cycle that prioritises outcomes over features
  • The importance of sharing problem statements, goals, and process maps with suppliers to drive better recommendations
  • How to educate and engage potential partners to uncover innovation and align with your business challenges
  • Methods to evaluate technology solutions based on process efficiency, control, ROI, and real-world use cases
  • Practical steps to ensure suppliers start learning about your organisation before implementation — accelerating time to value

Links mentioned in this episode:

248. Automation in Motion: How Finance Keeps Getting Faster and Smarter with Daniel Healey28 oct. 202500:47:22

Send us your thoughts

In this episode of CFO 4.0, Hannah Munro talks with Daniel Healey, Group FD at Direct Heating Group, about building a finance function that never stands still.

Also covered in this episode:

  • From manual processes to a fully automated, scalable finance team
  • How to prioritise automation projects and prove ROI to stakeholders
  • Overcoming resistance and redefining finance’s value beyond transactions
  • Using automation to free capacity for strategic, value-add work
  •  Why continuous improvement beats perfection in transformation
  • Daniel’s practical tips for starting small and scaling smart with automation

Links mentioned:

247. CFO 4.0 Revisited: Delivering a Successful Digital Transformation Programme with Phil Raynor14 oct. 202500:35:55

Send us your thoughts

We’re rewinding to where it all began. In the very first episode of the CFO 4.0 Podcast, Hannah Munro sat down with digital transformation expert Phil Raynor (now Lead Delivery Manager at the UK Home Office) to unpack what makes or breaks a transformation programme — and how finance leaders can navigate change with confidence.

In this CFO 4.0 Revisited edition, we revisit the timeless lessons that still shape transformation success today. From planning and communication to leadership and culture, this conversation remains as relevant as ever for modern CFOs leading digital change.

🔑 In this episode, you’ll discover:

  • The key differences between projects and programmes — and why that distinction matters
  • What defines a truly successful digital transformation
  • The most common causes of failure and how to prevent them
  • The CFO’s critical role in managing expectations and driving alignment
  • How to plan, communicate, and secure stakeholder buy-in for change
  • Why “slowing down to speed up” is the secret to long-term success

Links mentioned:

246. Close Faster, Decide Better: Process, People, and the Right Tech with Grow CFO's Kevin Appleby07 oct. 202500:56:12

Send us your thoughts

Host Hannah Munro sits down with Kevin Appleby, host of the Grow CFO Show, to share hard-won lessons from finance transformation projects. From failed demos to faster closes, they explore how CFOs can avoid common pitfalls and deliver real value.

In this episode, you’ll learn:

  • How to approach system selection with scenarios and use cases, not just feature lists.
  • Why keeping solutions simple and phased prevents failure points.
  • The importance of engaging naysayers and building super users for adoption.
  • Why benefits come from people and process changes, not just technology.
  • Practical lessons for faster month-end closes and smarter procurement processes.
  • How CFOs can communicate with boards, influence decisions, and choose the right timing for go-live.

Links mentioned: 

245. Financial Transformation Live: Transformation Trouble-shooters September Special30 sept. 202500:33:26

Send us your thoughts

In this episode of Financial Transformation Live, Hannah Munro and Neil Lynchehaun tackle real-world transformation challenges submitted by finance leaders. Together, they share practical advice, frameworks, and lessons learned from years of hands-on transformation and consulting experience.

💡 Topics covered in this session include:

  • Rethinking requirements gathering – moving away from 1,000-line requirement lists and focusing on outcomes, use cases, and best practices instead of replicating
  • System selection approaches – how to frame your needs, engage vendors effectively, and avoid box-ticking RFP traps.
  • Data migration dilemmas – when to clean data before Go Live, strategies for managing messy supplier and transactional records, and the risks of “garbage in, garbage out.”
  • Simplify before you automate – why tackling root causes and streamlining processes is often more valuable than layering automation on top of inefficiency.
  • Dealing with change fatigue – overcoming eye-rolling resistance to yet another project by contextualising benefits for teams, linking change to day-to-day roles, and building compelling outcomes.
  • Practical controls and safeguards – validation techniques, duplicate supplier detection, and post-implementation clean-up strategies.

Links mentioned:

244. CFO Stories: Acquisitions, Due Diligence & Building Trust with Charlotte Crowley 23 sept. 202500:45:31

Send us your thoughts

In this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Charlotte Crowley, CFO at Altano, to explore her journey through finance leadership, acquisitions, and the challenges of integrating companies without losing their culture.

Charlotte shares her unique career path — from starting in advertising and PR to working in boutique firms, McKinsey, and private equity-backed businesses — and reflects on what she’s learned along the way.

🔑 In this episode, you’ll discover:

  • Charlotte’s journey from economics graduate to CFO at Altano
  • How to balance startup agility with professionalising finance processes
  • First-hand lessons from acquisitions, private equity, and integration
  • The pressures of due diligence — and how to prepare for them
  • Why people, trust, and communication matter more than just the numbers
  • Charlotte’s top advice for new and aspiring CFOs

Links mentioned: 

243. The 90-Day Finance Transformation Playbook with Hannah Munro 16 sept. 202500:28:11

Send us your thoughts

In this special solo episode of the CFO 4.0 Podcast, host Hannah Munro takes on a personal challenge what she would do with 90 days to transform finance. Drawing on her experience working with finance teams, Hannah breaks the journey into three clear phases: stabilisation, automation and efficiency, and forward looking acceleration.

You’ll discover practical, actionable steps you can apply in your own finance function, including

  • How to stabilise core processes in the first 30 days, including bank reconciliations, AR, AP, cash collection, reporting structures, and balance sheet checks
  • Why automation and efficiency in the next 30 days should focus on AP automation, AR solutions, payment processes, chart of accounts redesign, and month end optimisation
  • How to approach the final 30 days with a forward looking mindset, including forecasting, budgets, dashboards, and integrating wider business data
  • The importance of KPIs for measuring effectiveness across AR, AP, bank rec, and reporting
  • How to set realistic timelines for transformation without overwhelming your team
  • Why process mapping, controls, and risk management are essential foundations before scaling

Links Mentioned:

242. Resilience, Honesty & Communication: Leadership Lessons for Change Management with Susana Serrano-Davey09 sept. 202500:37:54

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro is joined by returning guest Susana Serrano-Davey, seasoned finance leader and leadership mentor, to explore the people side of change. Together, they discuss how leaders can support teams through uncertainty and build a culture of resilience.

In this episode, you’ll learn:

  • Why honesty and transparency are critical in times of change.
  • How to help individuals find motivation and opportunity in transformation.
  • The importance of authentic leadership and believing in the change yourself.
  • Practical strategies for supporting overwhelmed team members.
  • How giving people both choice and voice improves engagement.
  • Tips for effective communication, from quick stand-ups to celebrating progress.

Links mentioned: 

241. Financial Transformation Live: Planning a Successful Project02 sept. 202500:51:40

Send us your thoughts

In this episode of Financial Transformation Live, host Hannah Munro shares what it really takes to deliver a successful finance system implementation. From preparing your team to managing risks and ensuring a smooth go-live, Hannah offers practical insights and lessons learned from real-world projects.

You’ll learn:

  • How to prepare your team and build urgency using the change cycle
  • The critical stages of a finance implementation – from planning to go-live
  • The role of stakeholders and how to use a RACI matrix to clarify responsibilities
  • Why proof of concept and thorough testing are key to stress-free delivery
  • Best practices for training, capacity planning, and super-user support
  • Tips to avoid common pitfalls like scope creep, poor data migration, and resistance to change

Links mentioned: 

240. AI in Finance: From Complex Workflows to Scalable AI Solutions with Tariq Munir19 août 202500:59:55

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI. 

In this episode, you’ll learn:

  • Why transformation should be embedded in everyday finance work, not treated as a separate role
  • How to influence change without authority and build a “transformation snowball”
  • What good governance looks like — and the pitfalls that can derail change
  • How to measure AI project success beyond ROI, including adoption and engagement
  • The role of subject matter experts in training and maintaining effective AI models
  • How to simplify workflows and manage complexity before introducing AI

Links mentioned:

239. PE Backed: The CFO’s Balancing Act Between Growth and Governance with Ian Pugh12 août 202500:54:30

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro continues the Private Equity series with Ian Pugh, CFO at Precise TV. Ian shares his journey into private equity and reveals the realities of leading finance in a fast-paced, investor-backed business.

In this episode, you’ll discover:

  • The importance of trust with investors — and how to manage bad news or crises effectively
  • Lessons from handling a serious fraud incident and protecting stakeholder relationships
  • How to make board packs engaging, concise, and valuable for both investors and non-execs
  • Strategies for managing investor reporting demands alongside running the business
  • Advice for CFOs entering PE-backed roles, including first 100-day priorities and long-term success factors

Links mentioned:

238. CFO Stories | Cashflow, Credibility & Creative CFOs: Scaling Startups with Andrew Brummer05 août 202500:43:20

Send us your thoughts

In this episode of CFO 4.0, Hannah Munro chats with Andrew Brummer, CFO at Distributed, about the realities of finance leadership in early-stage and high-growth businesses. From managing cashflow crises to building future-ready finance teams, Andrew shares lessons from his unconventional journey and startup experience.

Topics covered include:

  • Andrew’s unique path from event management to CFO
  • Building lean, scalable finance functions for startups
  • Managing cashflow challenges with creativity and clarity
  • The strategic role of FP&A in early-stage businesses
  • Navigating investor relationships across VC and PE
  • Advice for new CFOs on due diligence, early wins, and adding value fast

Links mentioned:

237. Finance Transformation Live - Transformation Troubleshooter29 juil. 202500:50:42

Send us your thoughts

In this Transformation Troubleshooter edition of Financial Transformation Live, hosts Hannah Munro and Neil Lynchehaun tackle real-world finance transformation challenges shared by listeners. From project overload to spreadsheet sprawl, they offer practical strategies to help finance leaders navigate complexity with confidence.

In this episode, they cover:

  • How to manage multiple overlapping transformation projects without burning out your team
  • Approaches to reprioritising and phasing work to avoid chaos and maintain momentum
  • What to do when a new CFO questions an in-progress finance system rollout
  • The importance of focusing on outcomes—not just solutions—when defending project decisions
  • How to engage teams stuck in Excel and manual processes without triggering resistance
  • Practical ways to build buy-in, uncover hidden capabilities, and lead change effectively

Links mentioned

236. Mastering M&A | M&A Without Mayhem: Structure, Stakeholders & Surprises with Andy Mellor22 juil. 202500:45:16

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro speaks with Andy Mellor, Fractional CFO at Summit 17 Ltd, about navigating M&A, preparing for financial events, and leading finance teams through high-growth environments.

Key topics covered:

  • Andy’s career journey and transition into fractional CFO work
  • Structuring finance teams to support rapid, acquisition-led growth
  • Managing M&A deals end-to-end, including due diligence and integration
  • Communicating effectively with sellers, stakeholders, banks, and PE firms
  • Building robust financial models and scenarios for funding strategies
  • Preparing businesses to be “event ready” with data, tools, and discipline

Links mentioned

235. First 100 Days as a CFO: Mastering the 60–90 Day Window as a CFO with Jeremy Earnshaw15 juil. 202500:55:20

Send us your thoughts

 In this episode of the CFO 4.0 Podcast, host Hannah Munro is joined by experienced CFO and executive coach Jeremy Earnshaw to explore one of the most critical – and often overlooked – phases of the CFO journey: the 60–90 day window. 

In this episode, we cover:

  • How to assess and ensure data integrity before making strategic decisions
  • Signs of broken processes, bottlenecks, and weak control environments
  • Building trust and alignment with your CEO, team, and peers
  • Managing people issues and making tough but necessary team changes
  • The importance of cash, liquidity, and long-term visibility in planning
  • Avoiding early mistakes and setting the tone for your CFO leadership journey

Links mentioned: 

234. The CFO as a Storyteller: Making KPIs Count with Matt Topham08 juil. 202500:53:22

Send us your thoughts

In this episode of CFO 4.0, Hannah Munro is joined by Matt Topham, Director of Practical CFO, to explore what makes a modern CFO truly effective—from KPIs to strategic decision-making.

Key topics covered:

  • Matt’s unconventional journey to CFO
  • The realities of working as a fractional CFO and identifying clients ready for change
  • How to use KPIs like productivity, overhead rate, and LTV to CAC to guide decisions
  • Why speed and imperfection often beat precision in fast-moving environments
  • Managing cash, growth, and risk
  • Practical tips for new CFOs on building meaningful KPIs and driving strategic clarity

Links mentioned: 

233. Finance Transformation Live - Future Proofing your Finance Software Architecture01 juil. 202500:45:08

Send us your thoughts

In this month's Finance Transformation Live host Hannah Munro explores how finance leaders can design scalable, resilient systems that adapt to change and support long-term growth.

Key topics covered:

  • The four pillars of future-proof finance architecture: data, APIs, expandability, and maintenance
  • Why multi-dimensional data structures are essential for reporting, AI, and agility
  • How to evaluate API strength, integration flexibility, and vendor transparency
  • Avoiding common pitfalls like over-customisation, poor data design, and dead-end system configurations
  • Building layered tech stacks to support FP&A, BI, automation, governance, and collaboration
  • Planning for continuous improvement: training, upgrades, and staying ahead of business needs

Links mentioned: 

232. The Private Equity CFO | Myths, Mistakes & Misconceptions with Richard Sanders24 juin 202500:36:49

Send us your thoughts

In this insightful episode of the CFO 4.0 Podcast, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners, for a no-holds-barred session of myth-busting in the world of private equity. This episode offers practical wisdom, experienced insights, and a refreshingly candid take on what it really means to lead in a PE-backed business.

Tune in to explore:

  • Why growth and profit aren’t mutually exclusive in private equity strategy
  • The real expectations around budgeting and how to balance ambition with achievability
  • What kinds of mistakes are tolerated
  • How equity structures work, and why understanding “good leaver vs bad leaver” clauses is essential
  • Whether industry experience or private equity background matters more for CFO roles
  • How values, trust, and transparency drive performance in today’s private equity landscape

Links mentioned: 

231. The Fractional CFO Files | Mastering Financial Models & Fractional Life with Karl Lloyd17 juin 202500:42:44

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.

In this episode, Karl covers:

  • The biggest differences and challenges between full-time and fractional CFO roles
  • Building effective financial models and keeping them simple, flexible, and insightful
  • Working with investors and managing expectations through clear reporting
  • Lessons from multiple management buyouts and how to prepare early for due diligence
  • Advice for aspiring fractional CFOs, including mindset, client management, and business development

Links mentioned: 

230. CFO Stories | Strategic Growth in Creative Industries – A CFO’s Perspective with Karla Smith10 juin 202500:42:06

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro chats with Karla Smith, CFO at Ogilvy UK, about her unique path to CFO and how finance operates at the heart of a creative, people-driven organisation.

Key topics covered include:

  • Karla’s career journey from audit trainee to CFO
  • How to succeed in senior finance roles with flexible hours and build mutual trust with your organisation.
  • The role of finance in creative industries
  • Building financial literacy across teams through internal training
  • Approaching talent investment and balancing short-term results with long-term value.
  • Tips for new CFOs on strategic planning, effective delegation, and building strong CEO partnerships.

Links mentioned: 

229. Financial Transformation Live - Finance Record to Report Maturity Model03 juin 202501:00:28

Send us your thoughts

In this episode of CFO 4.0, Neil Lynchehaun unpacks the Records-to-Report (R2R) maturity model and shares hard-earned insights from decades in finance transformation. He challenges traditional finance thinking and explores how finance teams can shift from compliance to strategic enablement.

What’s covered in this episode:

  • Why maturity models are tools for inspiration, not evaluation
  • The five levels of finance maturity, from statutory compliance to strategic insight
  • How poor tagging and manual journals hold finance back
  • The mindset shift from finance-led budgeting to operational-led planning
  • Real-time accounting, continuous close, and eliminating month-end chaos
  • Building finance functions that partner with, not trail behind, the business

Links mentioned: 

228. First 100 Days as a CFO: Influence & Delivery in Your Second Month as CFO with Jeremy Earnshaw27 mai 202500:48:10

Send us your thoughts


In this episode of CFO 4.0, we dive into the critical 30 to 60 day phase of a CFO's journey with returning guest Jeremy Earnshaw,  Founding Director of Clarendon and experienced CFO. Building on our previous conversation about the first 30 days, this episode explores how new CFOs can transition from learning to leading.

🔍 Key Takeaways:

  • How stakeholder expectations shift after the first month
  • Why your first management reporting pack matters 
  • Using the interest vs. power matrix to prioritise demands from senior stakeholders.
  • The importance of understanding communication preferences
  • How to evaluate finance processes for inefficiencies, single points of failure, and quick wins.
  • Ways to check if you’re truly delivering on your CFO mandate

Links mentioned: 

227. AI in Finance | Preparing for the AI Revolution: Abundance or Catastrophe? with David Wood20 mai 202500:49:36

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro speaks with David Wood, Chair of London Futurists, about the accelerating pace of AI and its profound implications for business, society, and the future of work. Together, they explore the near-term possibilities and longer-term consequences of artificial intelligence—from transformation to potential turmoil.

In this episode, we cover:

  • Why some companies struggle with AI adoption 
  • The rise of neuro-symbolic AI and the combination of logic-based and intuitive systems
  • Breakthroughs in video generation, self-prompting AI, and the future of AI-generated media
  • What Artificial General Intelligence (AGI) could mean for jobs, skills, and human relevance
  • How emotional intelligence and adaptability will be essential skills for leaders in the AI era

Links mentioned:

226. Shared Service Centres, Incremental Change, and Finance Transformation with Rob Jackson13 mai 202500:44:13

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: 

225. The Private Equity CFO | Culture, Control & Closing the Books Faster with Richard Sanders 06 mai 202500:44:37

Send us your thoughts

In this episode of CFO 4.0 – The PE CFO Series, Hannah Munro is joined once again by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners. Together, they dive into “The Good, The Bad, and The Ugly” of private equity—an honest conversation unpacking what it’s really like behind the boardroom doors of a PE-backed business.

With a wealth of experience across corporate, startup and PE environments, Richard shares practical insights on how CFOs can protect their teams, influence direction, and stay focused on long-term value—even in short-term funding cycles.

In this episode, they explore:

  • The shift in relationships and leadership behaviours post-PE investment
  • What to retain (and what to adopt) when transitioning into a PE environment
  • The evolving role of the CFO and how it differs from a Finance Director
  • Why month-end speed matters—and how it changes company mindset
  • Balancing investor expectations with long-term business thinking
  • The signs of disengagement from your PE house—and how to respond

Links mentioned:

224. Finance Transformation Live: Understanding the P2P Maturity Curve29 avr. 202501:04:15

Send us your thoughts

In this episode of Financial Transformation Live, Neil Lynchehaun, Head of Transformation and Delivery at itas, takes you through a practical, experience-driven guide to understanding and improving the Purchase-to-Pay (P2P) process.

You’ll discover:

  • Why we use maturity models and how they can inspire achievable steps forward.
  • How to evaluate the impact of process improvements across:
  • The full scope of the P2P process, including:
  • Master data creation and maintenance
  • The 5 maturity levels from basic transaction recording to strategic process leverage.
  • Real-world characteristics and examples of each maturity stage.
  • Insights into practical tools and enablers, including supplier portals, OCR, and dynamic discounting.
  • Strategic tips for driving better supplier relationships, optimising working capital, and protecting your financial operations.

Links mentioned:

223. First 100 Days as a CFO: What to Get Right from Day One with Jeremy Earnshaw22 avr. 202500:54:53

Send us your thoughts

This episode kicks off our new CFO 4.0 series exploring the first 100 days in a CFO role. Host Hannah Munro is joined by experienced CFO and coach Jeremy Earnshaw, who shares practical, battle-tested guidance on navigating the critical first 30 days in a new CFO position.

Key topics covered

  • Making a strong first impression and shifting from finance specialist to strategic leader
  • Why liquidity is non-negotiable and how to validate cash flow assumptions early
  • How to uncover hidden issues in the balance sheet and financial controls
  • Engaging with stakeholders and building credibility across the business
  • Leading your team with clarity, consistency and high expectations
  • Common missteps new CFOs make and how to avoid them

Links mentioned:

222. Confidence, Communication & the Modern CFO: A Conversation with Susana Serrano-Davey15 avr. 202500:47:18

Send us your thoughts

In this inspiring and practical episode of CFO 4.0, host Hannah Munro welcomes back Susana Serrano-Davey—career mentor, leadership trainer, and author of the newly released Confidence is Overrated. Drawing from her journey from CFO to mentor and author, Susana shares powerful insights on how senior finance leaders can develop the soft skills essential for leadership success.

In this episode, Hannah and Susana explore:

  • Why confidence is often misunderstood—and how to support yourself through self-doubt
  • How to spot unhelpful behaviours that undermine your confidence
  • Physical signs of stress and how to manage them in high-pressure environments
  • Why active listening is a critical skill for CFOs and how to improve it
  • The importance of finding your voice and knowing which battles to pick
  • A framework for having productive, high-stakes conversations at work
  • Letting go of control to become more influential in leadership

 Links mentioned: 

© My Podcast Data · Independent project · Data from Apple & Spotify