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Get off to the best start possible as a new CFO
Your First 100 Days as a CFO
Stepping into a CFO role comes with immediate expectations. Boards, CEOs, and teams are looking for reassurance, not heroics. The first 100 days are your opportunity to listen, validate the numbers, and lay foundations that support confident leadership.
Download our First 100 Days as a CFO guide to focus on what really matters early on.
"The first 90 days is a unique opportunity to establish trust and credibility, build relationships across the enterprise, and understand your new organisation's strategic positioning. Ninety days is approximately the length of a college semester, and CFOs should view their first 90 days that way: it is the best learning opportunity they will ever have with their new company."
A calmer, more confident start as CFO
Your first months are rarely about transformation. They are about understanding what you have inherited, where risk sits, and how information really flows through the business.
This survival guide blends real CFO reflections with practical steps to help you:
Delivering a Successful First 100 Days as CFO
In this episode, Richard explores the complexities of private equity and what they mean for CFOs stepping into new roles. Drawing on real‑world experience, he discusses how CFOs can balance capability with their comfort zone, strengthen cash flow management and covenant reporting, and maintain credibility under pressure. It is a practical and insightful listen for newly appointed CFOs looking to establish confidence and prove their value early on.Your First 30 Days as a CFO: Listen, learn, and build trust
The first month is about curiosity, not conclusions. People want to feel heard, supported, and confident that finance will bring clarity.
Financial Transformation Live
Building Your 12-Month Transformation Plan
In this Financial Transformation Live session, Hannah Munro walks through how to build a clear and achievable 12‑month financial transformation plan. She outlines the key stages of a top‑level roadmap for finance teams, from understanding your current challenges to setting priorities, building a robust business case, and creating an effective project plan. The session also explores practical techniques for structured brainstorming, decision‑making, and focus, helping finance leaders move from intent to delivery with confidence.
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Assessing Your Current Financial Systems
In this Financial Transformation Live session, Hannah Munro focuses on how CFOs can assess their current financial systems and identify practical opportunities for improvement. She outlines a structured framework for evaluating controls, compliance, reporting, and process efficiency, while sharing practical guidance on gathering stakeholder insight, reviewing processes, and improving month‑end performance. The session is designed to help finance leaders decide where small improvements can deliver quick wins, when deeper system changes are needed.
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Maximising Efficiency: Achieving More with Less
In this Financial Transformation Live session, the focus is on how finance leaders can maximise efficiency and achieve more with less. Our host, Hannah Munro, explores practical strategies for identifying inefficiencies, streamlining operations, and making better use of resources, while also highlighting how cost‑effective solutions and the right use of technology can improve productivity and profitability within your organisation. This session offers practical insight for CFOs looking to strengthen performance without increasing pressure on their finance teams.
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"Finance is the storyteller the business didn’t know it needed"
Days 30 to 60 as a CFO: Strengthen visibility and confidence
Once you have listened and observed, the focus shifts to understanding reporting reliability and system limitations.
This phase is not about disruption. It is about asking the right questions and building confidence in the information you rely on.
The 3 Pillars of Financial Transformation
Join Hannah Munro, Managing Director at itas, as she explores the three pillars of financial transformation and what it really takes to lead a successful transformation programme. Drawing on over a decade of experience supporting finance teams through change and delivering hundreds of projects across a wide range of industries, Hannah shares practical insight into how CFOs can remove barriers, motivate their teams, and give their next transformation project the best chance of success.Days 60 to 100 as a CFO:
Laying foundations that last
By this stage, your role begins to shift from operational support to strategic stewardship. Visibility improves. Confidence grows. Conversations become more forward‑looking.
The Redefined CFO Report
The Redefined CFO explores how the CFO role is evolving into one of strategic leadership, insight, and influence. It shows how clarity, transparency, and trusted data help CFOs build credibility with boards, strengthen decision‑making, and lead with confidence. Download the guide to understand how stronger visibility and smarter systems support modern CFO leadership.
Who are itas?
We like to help businesses solve problems and set you on a path for growth and success. From improving your month-end close, gaining insight with real-time reporting, to streamlining your multi-entity management, we can help! Our solution consultants have a wealth of process design and industry-specific knowledge, so we can offer real guidance on how to streamline and automate your business processes. We understand how daunting implementing new software can be, which is why we work in partnership with you to deliver the right solution for your business and solve your individual problems.
Improve your month end close
Manage multiple companies with ease
Automate your purchasing
Switch to Cloud accounting
Gain insight with real-time reporting
Blogs
Why Finance Controls Protect CFO Credibility
The moment you step into the CFO seat, the pressure to demonstrate competence starts immediately. Before you've had the chance to fully understand what you've inherited, people are already forming opinions about whether finance feels controlled or reactive.
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Scalable Finance Architecture: Building Systems That Grow With You
Scalable finance architecture is not about the most sophisticated system available. It is about having the right infrastructure to support the next stage of growth, without the whole thing becoming fragile under pressure.
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Moving From Reporting the Past to Shaping the Future
Finance should not be seen purely as a reporting function. At its best, it informs strategy, challenges assumptions, and highlights opportunity. It sits at the centre of the most important commercial decisions a business makes.
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The Digital CFO
Finance leadership is changing fast. The Digital CFO is a research report that explores what that shift really looks like, drawing on real data and insight from finance leaders navigating the pressures of digital transformation, evolving technology, and rising expectations. Whether you're already on that journey or wondering where to start, this report gives you an honest picture of where the profession is heading and what it takes to lead finance with confidence in a digital-first world.
