Succeed as a New CFO

Accelerate your impact on the business and drive success as a new CFO

Early challenges will define a new CFO’s success

New-to-role CFOs must manage a range of critical responsibilities to set themselves and their organizations up for success. However the majority of CFOs have to self-navigate this pivotal transition, which frequently leads to slow knowledge transfer, employee disengagement and adverse impact on business outcomes.

Gartner helped provide a template and competency framework by which we could assess our current state of capability within finance, and what the roadmap would be to improve that.

Stuart Humphreys

Group Financial Controller, National Grid

How we address your top challenges

Our research identifies four approaches that are pivotal to accelerating a new CFO’s impact and driving organizational value. These include quickly understanding business risks, aligning closely with key business partners and processes, assessing Finance's current performance and developing a strategic roadmap for the function.

New CFO Guide to Success

Identify the common challenges that new CFOs face, and understand how to navigate the key responsibilities and expectations associated with the early stages of your role with this essential checklist.

CFOs in Transition — Accelerate Time to Impact

New CFOs face an overwhelming number of competing tasks during their first few months in seat. What should they prioritize? Review Gartner’s CFO-in-Transition Framework to identify the four essential approaches for addressing your key priorities and objectives.   

Plan and Execute your Finance Strategy

Develping a clear vision for Finance will be a short-term priority for all new-to-role CFOs. Identify the key elements of successful Finance strategies, and gain templates and checklists to help you plan, communicate and execute your Finance strategy effectively.

Questions about becoming a Gartner client?

New to your role?

Beyond the essentials of managing a smooth and effective transition into your new CFO role, there are a number of initiatives that will be to critical to successfully delivering your critical objectives for the Finance function - and enabling the efficient growth of your business.

Gartner CFO & Finance Executive Conference

The premier destination for CFOs and their leadership teams

Join hundreds of senior finance executives to hear key insights and learn actionable strategies for building the finance function of the future. Finance leaders who attend will:

  • Absorb insights based on proven practices 
  • Capture crowd-sourced implementation ideas 
  • Leave with prioritized objectives and practical solutions
  • Build lasting connections with finance peers

After attending [the Finance Conference], we were able to locate and mitigate a $2 million risk [and] avoided a potential audit.

(Defense Firm)

Gartner’s finance experts are trusted, objective advisors for 1,750+ finance organizations

Gartner for Finance Leaders provides insights, advice and tools to help finance leaders make the right decisions to drive business results.