CFO 4.0 - The Future of Finance
Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy.
In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance.
CFO 4.0 embodies the archetype of the Financial Leader in the future — a fusion of strategic visionaries and tech-savvy innovators. As the CFO role swiftly evolves from a mere cost controller to a strategic influencer, each transition opens up novel possibilities. Tune in as we share valuable insights and guidance from inspirational CFOs and finance leaders every episode, empowering you to revolutionise your processes, people, and data.
Seize the opportunities, propel your business and career forward, and lead with unwavering confidence. Join us in shaping the future of Finance — this is CFO 4.0, your guide to the Future of Finance.
We’d love for you to join our community, and if you like what you hear (which I’m sure you will 😉) it would be great if you rate and share.
CFO 4.0 - The Future of Finance
215. PE Backed: Mastering Investor Relations & Private Equity with Phil Moses
In this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Phil Moses, CFO at Octavius, to discuss his fascinating career journey from working in PLCs to Private Equity-backed businesses. With experience spanning insurance, telecoms, infrastructure, and construction, Phil shares his lessons on managing investors, driving financial strategy, and adapting to different ownership models.
Key topics covered in this episode:
- How Phil approached investor engagement and messaging in the PLC world, including handling difficult conversations.
- Key differences in reporting, decision-making speed, and working with multiple investors.
- Challenges of goal alignment, board dynamics, and the role of a strong chairperson in creating consensus.
- The importance of transparency, relationship-building, and setting realistic yet ambitious targets.
- How PE expectations differ from the public market approach.
Links mentioned:
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