Finance roles and responsibilities Project support overview

We’ll help you to tackle your critical challenges Sample projects Illustrative questions finance leaders seek to answer Collect business partner feedback How do we uniformly capture feedback from business partners? How should business partner feedback impact the redesign of roles or responsibilities? Identify all tasks currently performed by finance How do we inventory all tasks performed by finance without a service catalog? How do we determine the proper party for duplicative tasks? Rightsize the number of direct reports Our senior leaders have too many direct reports. How can we re-align roles? What is the average number of direct reports our managers should have? Identify the proper skill set for finance employees How do we identify emerging skills for finance employees and incorporate them into our job descriptions and role information? What are the technology skill requirements for new roles we want to create? How can we harmonize our finance roles and responsibilities with those of the company we acquired? What are the most common responsibilities for analyst/manager within accounting/FP&A? Update and standardize job descriptions and responsibilities

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark the finance function Upgrade your finance function Stay ahead of the latest trends How does my finance function stack up? How do we plan and execute in finance fast and right? How do I keep my finance function moving forward? Collect feedback from business partners using our Business Alignment Tool Avoid duplicative work by utilizing our Scope of Activities Benchmarks Understand reporting relationships based on our Span of Control Benchmarks Consider the organizational design implications of changing finance roles and responsibilities using our topic center Identify the critical skills needed for roles and responsibilities based on our finance talent development essentials Follow our guidelines on Redesigning Finance Roles for Value Creation Develop universal performance criteria to ensure aligned incentives like Motorola Refine job descriptions to be accurate and comprehensive utilizing our job description generator Clarify descriptions for new finance roles utilizing the framework used by Anglo American Ensure that finance is aligned with business partner needs Differentiate responsibilities between the corporate center and BU finance teams Redesign FP&A roles based on our centralization decision framework tool Consider the impact of experience-based careers Measure and monitor function performance by defining hard-to-quantify objectives in qualitative terms like Cargill

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Identify misaligned tasks from our scope of activities benchmarking data Solicit business partner feedback using our Business Alignment Tool Understand how Nestle, Corning and other finance organizations have redesigned finance roles for value creation Consider the impact emerging skills have on finance, as outlined in this topic center Recognize the impact of functional maturity Kick off this initiative with your service associate; discuss your challenges and align key resources Launch the Business Alignment Tool to collect business partner feedback Review progress with your service associate and create a forward engagement plan Review progress to ensure continued delivery of the right resources at the right time Discussion: How we should we identify finance roles to redesign? Discussion: What are the operating principles of a high-value finance team? Discussion: How do we embed emerging skills in finance roles and responsibilities? Business Alignment Tool Results: How do we address issues the survey identified? Discussion: What impacts will changes to roles and responsibilities have on our finance organizational structure? Annual Executive Retreat: Improving the Finance-Business Partnership Written Research Service Associate Support Analyst & Advisor Inquiries Live Events

We cover a range of key finance and technology initiatives to equip you for success Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges. Budgeting Cost Management Facilities Management Finance IT Finance Organizational Structure Finance Roles and Responsibilities Finance Strategy Finance Talent Forecasting Functional Analysis Growth and Innovation Internal Controls Investor Relations Management Reporting Metric Selection and Dashboard Design Portfolio Planning Real Estate Functional Management Real Estate Customer Relationship Management Robotics Shared-Service Customers Shared-Service Fundamentals Shared-Service Performance Measurement and Improvement Shared-Service Strategy Shared-Service Talent Tax Operations Workplace Strategy

Deliver your critical Finance priorities We’re ready to help you excel against your critical finance challenges. Get in touch to discuss how we can fast-track your success. connect@gartner.com