Search jobs now Find the right job type for you Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2025 Salary Guide Demand for Skilled Talent Report Building Future-Forward Tech Teams Job Market Outlook Press Room Salary and hiring trends Adaptive working Competitive advantage Work/life balance Inclusion Browse jobs Find your next hire Our locations

Tech Modernization Success for Finance Teams Starts at the Top

Finance and accounting Thought Leadership Management tips Management and Leadership Article
By Steve Saah, Executive Director of Finance and Accounting Permanent Placement, Robert Half Finance organizations across industries are pursuing tech modernization to improve decision-making, boost efficiency and build a stronger foundation for long-term growth. From workflow automation and cloud platforms to AI-driven analytics, leaders guiding modern finance functions are making bold moves that can help set the stage for broader digital transformation.  Their most significant challenge isn’t selecting tools, though—it’s helping their teams adapt to new ways of working, learning and collaborating. Effective leadership makes all the difference in tech modernization success, from putting the right support structures in place to aligning processes and embedding new systems into everyday workflows.  The good news: You don’t need to be an IT expert to lead tech modernization in your finance organization. What matters is guiding your team through change, so they can adapt and thrive as automation, AI and cloud tools become integral to their daily workflows.

How AI and other technologies are changing work for finance teams

Tech-forward finance leaders are expanding their team’s toolkit—from AI-enabled forecasting and automated reconciliations to compliance monitoring platforms and real-time dashboards—with the aim of driving faster cycles, higher accuracy and a stronger competitive edge.  The results? Tasks that once took hours now take minutes. Data can be pulled, sorted and analyzed with a fraction of the effort. Leading finance functions using AI and analytics are strengthening risk assessments, providing more accurate financial forecasting, streamlining budgeting and more. Many organizations are also using natural language processing tools to tidy up shared inboxes, group messages by topic and urgency, and route approvals swiftly to the right people. In the hands of skilled finance professionals, advanced technologies can elevate the quality of analysis and enable faster, more informed decision making. But enabling that new way of working requires deliberate leadership, targeted training and an organizational culture that encourages ongoing learning and experimentation. Leaders who invest in skills-building—whether through peer coaching, microlearning or “train the trainer” strategies—can give their teams the best opportunity to confidently embrace and make the most of new tools.

Avoiding common pitfalls in tech modernization efforts for finance

Even the best-planned tech modernization efforts can fall short if finance leaders don’t fully consider how their employees experience and adapt to change. When teams aren’t given the time or context to adopt new systems, the result is often confusion, frustration or quiet abandonment.  The biggest missteps along a digital transformation journey tend to be practical—and costly. Introducing major changes during the quarter-end close or annual budget cycle, skimping on staff training, and underestimating workforce resistance are just a few examples. Thoughtful change management, combined with change enablement, can help finance leaders avoid these common pitfalls. It starts with timing—giving your employees the breathing room to engage with something new. It also means clearly explaining the “why” behind the change, creating space for feedback and, ideally, testing tools on a smaller scale before rolling them out companywide. Just as important, it requires rethinking how work in your finance organization gets done so that tools are truly integrated, not just layered on.

Encouraging adoption, one step at a time

Technology adoption will likely happen unevenly across your workforce. Before a new process can take hold, you may need to send reminders, offer quick refreshers, and help your employees connect the dots between what’s changing and why it matters. But with steady encouragement and small adjustments, early setbacks can turn into real progress. To build momentum without overwhelming your staff, try these low-lift but high-impact actions: Start with a pilot. Introduce a new tool with one service line—like using cloud-based document sharing in internal audit—before rolling it out more broadly. Update the basics. Refresh internal checklists, shared templates or standard procedures to align with the new system and minimize friction in daily workflows. Keep learning simple. A five-minute tip in a weekly team meeting or a short demo video can drive greater engagement and knowledge retention than longer, more formal training sessions. Designate a go-to. You don’t need an official “tech champion” to help rally your team—just someone comfortable with the new tool and willing to answer quick questions and share tips. Celebrate early wins. Whether it’s saving 30 minutes on a routine task or earning positive feedback from a key stakeholder in the business, highlight the impact of the technology upgrade to keep your team members engaged and invested. These small but meaningful actions can also boost employee satisfaction. When staff feel supported through change, they’re more likely to stay engaged—and remain with your organization, too.

Can digital transformation truly enhance a finance team’s performance?

Absolutely—but not because of new tech tools and capabilities alone. Finance teams that typically see the most value from digital transformation are those led with intention. They don’t chase trends; they focus on aligning new systems with how they work, learn and contribute to the broader organization. The payoff of transformation is about more than efficiency. When technology is implemented thoughtfully—and supported with clear communication, flexible training and strong change management efforts—finance teams can: Gain more time for higher-value projects, as workflow automation and AI tools take on the burden of routine tasks   Deliver insights with greater speed and transparency, thereby strengthening stakeholder confidence in their work  Stay more engaged, especially younger professionals who expect access to modern tools and ongoing learning opportunities Change is rarely easy, but with the right leadership, it can become a powerful catalyst for growth. Tech modernization efforts can help you create a future-forward finance team that is adaptable, confident using advanced technology like AI, and equipped to meet evolving expectations, regulatory demands and business challenges.

Need skilled talent to help support your finance team and tech modernization initiatives?

Contact Robert Half. Whether you’re a small business or a global enterprise, our specialized recruiters can help you hire in-demand talent quickly and easily. Learn more about our services Follow Steve Saah on LinkedIn. The original version of this article appeared on the CPA Practice Advisor website.