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Date: May 21, 2025
Time: 4:00pm BST
Location: Online

COMING SOON

Transitioning into a new CFO role is both exciting and challenging. This talk will outline a strategic 30-60-90 day plan to ensure a smooth transition and set the foundation for long-term success. Learn actionable steps and key priorities to establish your leadership, understand the financial landscape, and drive impactful changes in your new finance function.

Key takeaways:

  • Establish Early Credibility: Build relationships with key stakeholders, assess team capabilities, and clarify expectations to position yourself as a strategic partner from day one.
  • Assess the Financial Health: Deep dive into financial statements, cash flow, risks, and key performance metrics to gain a clear understanding of the company’s financial landscape.
  • Align Finance with Business Strategy: Identify how finance can better support overall business goals and start shaping a roadmap for long-term value creation.
  • Identify Quick Wins and Long-Term Improvements: Balance delivering early results with building a pipeline of strategic initiatives to drive sustainable impact.
  • Communicate a Clear Vision: Set the tone for your leadership by sharing your vision, priorities, and expectations, creating alignment and momentum across the finance function.

Meet the speaker:

Simon Dealy, Chief Finance Officer at World Energy

Simon is a transformational CFO and strategic leader with over 20 years of experience driving growth, innovation, and enterprise value across SaaS, private equity, and professional services sectors. Known for leading over $1 billion in successful M&A transactions and collaborating with top private equity firms, Simon excels at scaling businesses and delivering measurable results. With deep expertise in public markets, operational transformation, and crisis leadership, he has a proven track record of driving revenue growth, EBITDA improvement, and high-value exits. Simon currently serves as CFO at World Energy, bringing strategic financial leadership to the renewable energy sector. Passionate about aligning strategy, finance, and operations, he thrives on help.