Transitioning into a new CFO role can be one of the most stressful, yet rewarding, career milestones for an individual. But a new CFO is also a disruptive event for an organization and its people. A well-engineered transition process accelerates a new CFO’s success and creates more value for the organization.

To accelerate time to impact, successful new-to-role CFOs take a four-phase approach to navigate their transition:

  1. Understanding context-related risks
  2. Connecting to the organization
  3. Assessing the finance function’s performance
  4. Drafting a strategic roadmap for the function

Download Gartner's exclusive expert research to accelerate new CFO success and create a structured, yet adaptable, transition plan.