CFO PLAYBOOK
Your First 90 Days in Finance
What to assess, what to change, and in which order.
In a PE-backed business there is no honeymoon. The sponsor has a thesis, the reporting cycle does not pause, and your credibility is set in your first board meeting. The leaders who establish authority fastest understand what they inherited before they commit to changing it. These two work as a pair: assess first, then act.
THE TOOLS
Two tools for this moment
The Reality Check comes first. The Action Framework is what you do with the answers.
New in the seat?
Thirty minutes on what you have inherited and where the real risk sits.