CFO PLAYBOOK · YOUR FIRST 90 DAYS IN FINANCE

Your First Ninety Days as a Finance Leader^™

Your first ninety days as a finance leader, in three phases.

In a PE-backed business there is no honeymoon. The sponsor has an investment thesis, the reporting cycle does not pause, and your credibility is on the line from your first board meeting. The leaders who establish authority fastest are the ones who understand what they inherited before they change it, then move in the right sequence with visible results by day ninety.

What you get

• Three phases, thirty days each

  Diagnose what you have inherited, design what needs to change, then deliver and report back.

• Sequenced rather than listed

  What to do in which order, so early wins do not create later problems.

• Mapped to the four FP&A standards

  Trusted data, responsive planning, up-to-date insights and engaged decision support.

For CFOs, Finance Directors and Heads of FP&A in PE-backed and investor-owned B2B services businesses

3-phase framework · 90-day plan · PDF