THE
VISION AND STRATEGY
Develop a clear and compelling company vision with
input from the CFO and other senior leaders
Collaborate with the CFO to align financial goals with
strategic objectives
Ensure strategic plan incorporates financial
perspectives for sustainable growth
Regularly review and update the strategic plan based on
company performance
Ensure company-wide understanding and alignment
with strategic objectives
Evaluate the
pact of industry trends and changes on
the company's strategy
Communicate the vision and strategy to all stakeholders
CORPORATE GOVERNANCE
Collaborate with the CFO to ensure robust corporate
governance
Ensure accurate finan
ial reporting, regulatory
lance, internal controls, and procedures for
preventing fraud.
Ensure the company's activities align with its mission
closely with all department heads
in transparency in all operations and reporting
Manage company policies and corporate legal affairs
Foster a culture of ethical conduct across the
organization
TALENT MANAGEMENT
Work with the CFO and HR leaders to define and
execute a
lent management strategy
Foster employee development and career progression
Ensure effective performance management systems
Implement strategies for succession planning
Maintain a balance of team skills and experience
Foster a high performing culture of continuous learning,
career progression, and professional development
BRAND REPUTATION
Act as the face of the company, representing it in
itive relationships with media
Develop and maintain a strong company narrative
Ensure the company's actions align with its brand
image
Manage potential reputation risks effectively
Engage with stakeholders to maintain a positive brand
perception
STAKEHOLDER MANAGEMENT
Identify key stakeholders in the company's
ize based on influence interest
environment and pri
Maintain positive relationships with all stakeholders
Fostera culture of responsi
y towards stakeholders
Ensure strategies create value for stakeholders
Regularly engage with stakeholders to understand their
concerns and expectations
Implement effective communication mechanisms to
gather stakeholder feedback
Ensure transparency in communications with all internal
and external stakeholders
Implement strategies to manage stakeholder conflicts
Regularly report on company performance to
stakeholders
STRATEGIC FINANCE EDUCATION & A
CHECKLIST
LEADERSHIP AND CULTURE
Develop an organizational culture that fosters
collaboration across departments
Recognize and reward performance
Partner with the CFO to set financial ethics standards
Foster an environment supporting creativity and
innovation
ize a customer-centric approac]
planning
Promote open communication across the organi
all strategic
Champion team building and collaborative efforts
Strive for a work environment that encourages
innovation
RISK MANAGEMENT
Partner with the CFO t
oper:
identify potenti
ional risks and implement mitigation strategies
Monitor risk exposure and respond promptly to risk
events
Establish a robust risk management framework
Regularly review risk management policies and
procedures
Ensure risk considerations are integrated into decision-
making processes
Communicate risk management practices to
stakeholders
CUSTOMER FOCUS
Develop strategies to improve customer satisfaction
Foster a customer-centric culture
Collaborate with the CFO and marketing leaders to
ensure company products are financially viable
Regularly gather and analyze customer feedback
Ensure products or services meet customer needs
Implement effective customer relationship management
strategies
Engage directly with customers to understand their
needs and concerns
INNOVATION AND TECH
Foster a culture of innovation across the organization
Stay informed about emerging technologies relevant to
the business
Oversee the implementation of new technologies
Encourage interdepartmental collaboration for
innovative solutions and creative problem solving
Inve:
Lead
research and development activities
al transform:
Anticipate and plan for potential technological
disruptions.
M&A
Develop an M&A strategy aligned with business
objectives
Oversee due diligence processes for potential
acquisitions
Lead negot
Secure f
tions and ensure legal compliance
Evaluate strategic fit and potential synergies with
targets
Develop and implement post-merger integration plans
Communicate M&A strategy and progress to
stakeholders
izations.
Merge the cultures of the combined org
Monitor the performance of the acquisition against the
projected synergies and financial objectives
ISORY TO TRANSFORM YO!
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FINANCIAL MANAGEMENT
Directly interface with the CFO to oversee the
company's finan
I health, including budgeting and
cash flow management
Make key d
investments, and risk management
ions on capital expenditure,
Develop robust financial reporting and auditing
processes in collaboration with the CFO
Regularly review financial performance against targets,
adjusting strategies as needed
Implement strategies to optimize cost efficiency
Ensure compliance with financial regulations and
reporting standards
OPERATIONAL EFFICIENCY
Partner with the CFO to identify potential financial and
operational risks and implement mitigation strate
Implement systems and processes that optimize
ity
Monitor operational performance and implement
produc
improvement strategies
Foster a culture of continuous improvement
Invest in technology and tools that improve
Develop strategies to manage supply chain effectively
Address operational and issues promptly
INVESTOR RELATIONS
Work closely with the CFO to communicate effectively
with investors and fin lysts
Foster relationships with current and potential
investors
Regularly review and report on financial performance
ion about the
company's performance and prospects
Respond to investor queries and concerns promptly
Provide clear and consistent inform:
Maintain transparency in all investor dealings
SUSTAINABILITY AND CSR
Develop a comprehensive CSR strategy aligned with
business objectives
Overse
Moni
implementation of sustainability practices
r and report on the company's CSR performance
Engage with stakeholders on CSR issues
Advocate for sustainability issues at the board level
Regularly review and update CSR strategy
Promote awareness and training among employees
about sust and CSR
Ensure sustainable and ethical practices across the
supply chain.
CONTINUITY & SUCCESSION
Develop, implement and maintain a comprehensive
business continuity plan to ensure operations continue
during a eri
Establish a succession plan for executive positions
Regularly review and update the succession plan
Develop internal talent to assume higher
Communicate the business continuity and succession
plans to relevant stakeholders
Establish a tra
successors are prepared
and development plan to ensure
ks ensuring adequate critical role coverage
nce and adaptability across the
CAREER AND YOUR BUSINESS
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