Published: 15 April 2019
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 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
Table 4: Sample Finance Targets and KPIs
Recommended by the Authors
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