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The Ultimate New CFO 90 Day Plan

What this guide covers:
  • What can you expect from your first 90 days as a CFO?
  • How to build relationships and who to build them with
  • Set your vision and start making your mark
  • Impress the board to achieve success
  • Identifying bottlenecks, risks and areas for improvement
  • Are you reporting on useful things?
  • Delegating & defining responsibilities
  • Prioritising your transformation efforts
  • CFO 30 60 90 day plan
So you can:
  • Understand what is expected of you in your job role
  • Build a network of strong relationships and understand the perception of your finance team
  • Start working towards achieving your end goals, confidently
  • Build trust and understanding
  • Build a mitigation plan to reduce dangers to the business
  • Identify technology gaps and where manual can be swapped with automated
  • Produce accurate and useful reports

Your First 30 Days as a CFO

The first 30 days with any organisation can be both an exciting time and, especially if you are stepping up to a CFO position, a terrifying one.

  • Build a rounded picture of the company through research
  • Attend the onboarding & orientation process
  • Start by meeting your team informally
  • Gain an understanding of your team members hopes, aspirations and worries
  • Understand the internal and external perception of Finance
  • Build relationships inside and outside of your department
  • Understand what the Board wants from you

What does CIMA recommend for new CFOs?

In our CFO 4.0: Future of Finance podcast, host Hannah Munro speaks to Ash Noah, representing AICPA & CIMA, about the crucial steps new CFOs can take to change their mindsets and become more productive.


Days 30 to 60 as a New CFO

Once the CFO has been in place for a month, they will then have a clear idea of how they want to develop the finance function. Now comes the point where they need to understand the resources at their disposal.

  • Asses your teams skills and mindsets
  • Asses processes including bottlenecks, risks and areas for improvement
  • Assess any technology gaps
  • Review your reporting accuracy and what is being reported on

Are you Ready to be a Tech-Savvy CFO?

The pressure is on today's finance leaders, you, to become smarter, faster, more agile. Many businesses are stuck, using tried-and-true methods and strategies deemed to be working... but are you just coasting along?


Days 60 - 90: Starting the Shift

Days 60-90 are all about making your vision a reality and helping your new company make the break from the old regime to a more efficient and responsive future.

  • Align and reset your team
  • Delegate and define responsibilities
  • Prioritise your transformation efforts
  • Resourcing your transformation project

Jack McCullough, Founder/President of The CFO Leadership Council

"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."



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

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Manage multiple companies with ease

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Automate your purchasing

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Switch to Cloud accounting

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Gain insight with real-time reporting

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