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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:

Rob's Linkedin
Learn more about Protiviti

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

CFO 4.0 Podcast

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