Gartner Research

CFOs in Transition — Accelerating Time to Impact

Published: 15 April 2019

ID: G00707320

Analyst(s): Finance Research Team


To accelerate time to impact, successful new-to-role CFOs take a four-phase approach to navigate their transition. They prepare by understanding context-related risks, connecting to the organization, assessing the finance function’s performance, and acting to create a strategic roadmap for the function.

Table Of Contents


Table 1: CFO-in-Transition Profile Summary

Table 2: CFO-in-Transition Scenarios


Mitigate Team Change Aversion

Minimize Team Change Uncertainty

Facilitate Team Agility and Alignment


Build Stakeholder Relationships

Prioritize Stakeholder Relationships

Build Relationships Based on Credibility

Clarify Boundaries and Expectations

Build Team Trust

Establish Your Personal Brand


Assess Finance Performance, Costs, Process Maturity and Alignment

Table 3: Recommended CFO Transition Assessment Tools

Assess Your Talent Profile

Assess Organization Design


Establish Strategic Vision, Update Roadmap

Identify Potential Functional Risks

Measure Improvement

Table 4: Sample Finance Targets and KPIs

Recommended by the Authors

About This Research

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