CFO PLAYBOOK · BUILDING THE FP&A FUNCTION

Finance Business Partnering Gap Audit^™

Is finance advising decisions, or reporting on them afterwards?

Finance that reports after the decision is made adds no commercial value. This shows where FP&A stops at the reporting layer, and where it needs to reach into the conversation that produces the number in the first place.

What you get

• Ten scored checks

  Commercial presence, pipeline visibility, margin analysis, headcount return and pricing support.

• Tests reach, not reporting

  Whether finance is in the pricing discussion and the client review, or receiving the outcome of both.

• Names the gap precisely

  Each check identifies one decision finance is currently outside of, so the fix is specific.

For Heads of FP&A, CFOs and commercial finance directors in PE-backed businesses

10 checks · scored out of 30 · PDF