CFO PLAYBOOK · YOUR FIRST 90 DAYS IN FINANCE

New Finance Leader's 30-Day Reality Check^™

What to assess before you commit to fixing anything.

Most new finance leaders move too fast. They inherit broken processes, hidden data problems and undocumented assumptions, then commit publicly to fixing the wrong things. This maps what you have actually inherited before you make any structural change.

What you get

• Ten scored checks

  Handover quality, data integrity, team capability, reporting rhythm, board pack status and planning process.

• Written for your first month

  Every check is something you can establish by asking, not something that needs a project to answer.

• Stops you committing early

  The point is to know where the real risk sits before you tell a board what you are going to fix.

For CFOs, Finance Directors and Heads of FP&A in the first 30 days of a new role

10 checks · scored out of 30 · PDF