Agile Finance Strategy

CFO Toolkit: Build Your Agile Finance Function

Build an agile finance strategy

How do CFOs maximize their role in both good and bad financial times? With an agile finance strategy that delivers long-term value even when facing shifting market dynamics. 

Develop a clear, concise and measurable strategic plan for finance using Gartner's 1-page template. 

Download Finance Strategy Template

By clicking the "Continue" button, you are agreeing to the Gartner Terms of Use and Privacy Policy.

Contact Information

All fields are required.

  • Step 2 of 3

    By clicking the "Continue" button, you are agreeing to the Gartner Terms of Use and Privacy Policy.

    Company Information

    All fields are required.

    Optional Optional
  • Step 3 of 3

    By clicking the "Submit" button, you are agreeing to the Gartner Terms of Use and Privacy Policy.

    How do we tell a story about long-term growth while also demonstrating our ability to perform in the quarter?
    CFO, Technology Company

    Uncertain market dynamics call for an agile finance strategy

    Whether your organization missed, met or exceeded financial expectations, CFOs must continually make smart decisions to propel the organization forward in today’s competitive and uncertain landscape. And having an agile finance function that's able to course-correct quickly in any condition is key.

    Only 13% of organizations identify performnce issues before they hit financials.

    How we address your top challenges

    Gartner provides robust benchmarks, validated data, tactical tools and peer-sourced best practices to help CFOs improve the agility of their functions and enable business growth.

    How do we position finance to drive value?

    CFOs have a new role in capturing value for the organization: funding competitive differentiation. For 15 years, Gartner has examined how finance teams successfully drive both top- and bottom-line improvements. See the key findings and learn how CFOs can drive value.

    How do we reclaim lost market share?

    When new competition threatens profits, CFOs must re-examine customer profitability, investment in innovation and cost optimization strategies. The most successful companies excel at flexible funding — easily and quickly ramping resources up or down for investment opportunities amid unpredictable market shifts.

    How do we recover from missing expectations?

    Missing expectations puts a spotlight on finance to cut costs. But doing so may cause more harm than good. Uncover the root causes of financial performance issues and partner more closely with the business to rethink critical decisions.

    How do we bounce back after losing revenue?

    When a downturn happens, many leadership teams crumble under the pressure to make decisions quickly. It’s crucial for CFOs to stay one step ahead of ever-changing market dynamics, especially when it comes to sensing a recession, responding and leading recovery.

    How to re-structure finance to support an IPO?

    CFOs understand the changes finance must undergo for going public, however increased work-loads and reduction in decision speed mean CFOs run the risk of being unprepared to operate as a public company. CFOs must create a structure that is effective at delivering support to the post-IPO organization. 

    How do we lead in a high-growth environment?

    As the business grows, CFOs can make costly mistakes. If your company has experienced several quarters of significant top-line growth amid market dynamics, setting stretch targets is a proven method for driving innovation. But balancing ambition and reality is key.

    Questions about becoming a Gartner client?

    Experience Gartner Virtual Conferences

    Master your role, transform your business and tap into an unsurpassed peer network through our world-leading virtual conferences.

    Gartner’s finance experts are trusted advisors and an objective resource for over 1,750 finance organizations.

    Gartner for Finance Leaders is a tailor-made solution providing trusted insights, strategic advice and practical tools that help finance leaders make the right decisions to drive business performance.