229. Financial Transformation Live - Finance Record to Report Maturity Model
Update: 2025-06-03
Description
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:
- Previous session: Understanding the P2P Maturity Curve
- Connect with Hannah Munro
- Connect with Neil Lynchehaun
- Which Sage Product is Right For You Quiz!
- Book a discovery call
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
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