Organisations are making bold bets on AI for the long-term, with 89% planning to increase or maintain their AI investments in 2025*. Moving beyond experimentation, organisations are now zeroing in on the bottom line - and it’s CFOs who are responsible for making sure these investments deliver real business impact.

In this episode, Monica Proothi, IBM Consulting’s Global Finance Transformation Leader joins David McClelland to discuss finance transformation and the role of AI in enhancing financial operations. They explore the changing landscape of finance, the importance of integrating technology, and the challenges organisations face in adopting AI.

With over 20 years of experience in finance transformation, partnering with CFOs at some of the world’s largest companies to drive growth and productivity, Monica shares insights on the need for clear strategy and collaboration across departments, the importance of bridging the skills gap and understanding barriers to change.

A passionate advocate for diversity and inclusion, Monica is dedicated to fostering an inclusive culture, serving as a champion for women in senior finance roles. The episode also explores the cultural and technical barriers faced by different industries and the significance of continuous improvement in finance practices.

*IBM ROI of AI Report December 2024

Find all episodes of The CFO Playbook here.

In this episode of The CFO Playbook, David McClelland is joined by Jitesh Sodha, outgoing CFO of Spire Healthcare and a winner of the HotTopics Global CFO 100.

A seasoned, but initially accidental CFO with over 25 years experience including FTSE 250 NED (PZ Cussons) and PLC board experience, Jitesh candidly reflects on the influences of luck and timing in his career advancement, observing that many CFO positions arise from the necessity to address specific challenges within a business.

Rather than focusing narrowly on statistics or technical tasks alone, proactive decision-making has been front and centre over his quarter of a century as a CFO. Going beyond analysing the numbers, a broader approach of solving problems and building cooperative and collaborative relationships, has led to him leaving every organisation in a better place than when he joined it.

Throughout his tenure, Jitesh has witnessed first-hand how data has revolutionised decision-making. Reflecting on past practices, he recalls how businesses once relied on monthly data cycles, leading to delayed decisions and limited agility. Today, thanks to advances in technology, daily and real-time data empowers CFOs to make hundreds of decisions, accelerating progress even if some decisions don't always land perfectly.

Highlighting the impact of emerging technologies on finance leadership, he passionately advocates for the cautious deployment of responsible AI in enhancing operational efficiency to maximise benefits while managing risks.

As he prepares for the next chapter of his career in a range of non-exec roles, Jitesh is committed to mentoring future finance leaders, and is proud to have been honoured as a Global CFO 100 winner in his final year as CFO at Spire Healthcare.

Find all the episodes of The CFO Playbook here.

In this episode, David McClelland is joined by Thomas Schindler, CFO at Allianz Global Investors to explore the evolving role of finance leaders in today's dynamic business landscape.

As Thomas shares in today’s episode, Asset Managers have a unique, if under-recognised, impact on the world around us – one that touches each of our lives.

A lawyer by training who previously served as the company’s General Counsel, Thomas discusses his journey to CFO, revealing how his legal expertise enriches his approach to leadership and decision-making in Finance.

He advocates for a collaborative culture within finance teams, where open communication and cross-functional partnerships lead to better decision-making and strategic growth. Hear how Thomas’ approach to making himself replaceable has allowed him to empower teams who innovate in their roles, ensuring that they add value to their organisation beyond traditional financial metrics.

The episode also explores highlights from Soldo’s 2025 Productivity at Work report, with Thomas reinforcing the necessity of continuous improvement in processes to avoid bureaucratic bottlenecks, ultimately positioning finance as a key enabler of business success.

Click here to download the report.