Changing with the times That was during 2019, before the Covid-19 pandemic hit the following year. When everyone began working from home, the sprints moved online but needed reimagining. Now, two years later, although the team continues to do sprints, the specific impact is different. “They have a wider impact now, embedding the groundwork and setting the scene for more fundamental change projects.” Josh ascribes the success of the change initiatives to two main factors: firstly, the solution-focused approach in short, sharp bursts which brought everyone on board for the journey. “By making change in way that aims to build consensus early in the process, we’ve had really positive appreciation across the team of the changes that we’ve made, and resistance has been really rare.” Making time for the team The other key factor has been the nature of his change-focused role which gives Josh the time and space to focus entirely on change. Josh’s responsibility for change within the finance function is supported by not having monthly deliverables, such as month end, as other CFOs or FDs might do: “If you want to do change well you need someone who has the capacity to do it.” “That’s my remit: I’m responsible for change management activities across the finance teams and being very strategic within that,” he says. Part of this is about utilising software to take on what Josh describes as ‘repetitive, mindless tasks’, which then frees up staff to make the most of their value-add skillsets. “We’ve successfully implemented a new reporting, budgeting & forecasting tool and are now looking at the next systems change.” Everyone has a role to play And for a charity like Citizens Advice, which is experiencing a huge – and growing – demand for their services, every staff member, even those not in customer-facing roles has a part to play. “We see ourselves as a hidden health service,” Josh explains. “Often, it’s not just giving people practical guidance and advice, it’s the fact that anyone is listening at all. The number of people who interact with us who say their problems are causing them stress or anxiety is extremely high.” “Demand is going up, yet the cash to meet this demand is going down. So, there are really big challenges and we all have to manage that internally to meet those challenges, across every department.” Josh’s Power Profile What music empowers him? “Being a fan of change, it really differs. And variety and diversity of tastes is important to me generally. But I have found that in moments of really needing to get my head down and finish something “epic” soundtracks like “And I will Kiss” from the 2012 Olympics Opening ceremony really motivate me.” What is his favourite quote? “One quote I often come back to is Howard Thurman: ‘Don’t ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive.’ I feel lucky to have found that for me, change management does seem to make me come alive.” Are you a finance and accounting industry hero? We are looking for new, inspiring voices from our community, so if you would like to be interviewed for The Shift, contact us below with your information. Contact Us
The post Josh Weinberg, Head of Financial Systems and Change at Citizens Advice appeared first on Generation CFO.
By: Christopher Argent
Title: Josh Weinberg, Head of Financial Systems and Change at Citizens Advice
Sourced From: generationcfo.com/josh-weinberg/
Published Date: Fri, 04 Feb 2022 12:37:53 +0000