FINANCIAL LEADERSHIP : THE CFO OF TOMORROW

LEADERSHIP

THE FINANCE LEADER

ADDING VALUE

OPTIMISATION

Protects and controls assets, driving asset returns, managing risks Strateg y Regulatory Custodial Operation s Analysis Skills Finance Influence Finance Strategy Finance IT Finance Leadership Strategic direction and understanding to the organisation to drive shareholder value Business Profile & Strategy Business Size and Lifecycle Business Environment Business Model Business Drivers Finance Enhancers Key:

Strateg y Regulatory Custodial Operation s Analysis Skills The 5 domains of finance can be used to identify where finance adds most value. From this a target operating model for finance can be developed, at the heart of which is the skills, competencies, knowledge profile of professional accountants in the organisation Dynamic Value-Added

NOW Strategy - + Regulatory Custodial Operations Analysis Perceived Value (Weighted)

KEY ROLES

65% Finance Director / CFO What have been the major outcomes for your and/or your clients' organisations as a result of the changes to the global economy? (Please tick all that apply to your organisation/your clients' organisations.) 44% 34% 18% 22% Financial Controller Management Accountant Financial Accountant Head of Risk Management TOP 5 FINANCE ROLES THAT ADD MOST VALUE TO ORGANISATIONS

Base: those rating the Finance Director / CFO as one of the top 3 most important roles How the top 5 roles add value - strategically CFO FC MA FA RM

Base: those rating the Finance Director / CFO as one of the top 3 most important roles How the top 5 roles add value - operationally CFO FC MA FA RM

Base: those rating the Finance Director / CFO as one of the top 3 most important roles How the top 5 roles add value - analytics CFO FC MA FA RM

Base: those rating the Finance Director / CFO as one of the top 3 most important roles How the top 5 roles add value - custodial CFO FC MA FA RM

Base: those rating the Finance Director / CFO as one of the top 3 most important roles How the top 5 roles add value - regulatory CFO FC MA FA RM

THE CFO: ADDED-VALUE

VALUE OF A FINANCE DIRECTOR / CFO Base: those rating the Finance Director / CFO as one of the top 3 most important roles Strategic Analytical Operational Custodial Regulatory

Base: those rating the Finance Director / CFO as one of the top 3 most important roles VALUE OF A FINANCE DIRECTOR / CFO – STRATEGIC

Base: those rating the Finance Director / CFO as one of the top 3 most important roles VALUE OF A FINANCE DIRECTOR / CFO – ANALYTICAL

Base: those rating the Finance Director / CFO as one of the top 3 most important roles VALUE OF A FINANCE DIRECTOR / CFO – OPERATIONAL

Base: those rating the Finance Director / CFO as one of the top 3 most important roles VALUE OF A FINANCE DIRECTOR / CFO – CUSTODIAL

Base: those rating the Finance Director / CFO as one of the top 3 most important roles VALUE OF A FINANCE DIRECTOR / CFO – REGULATORY

THE CFO: SKILLS & BEHAVIOURS

79% Leadership What have been the major outcomes for your and/or your clients' organisations as a result of the changes to the global economy? (Please tick all that apply to your organisation/your clients' organisations.) 61% 51% 37% 40% Communication Strategic business Analysis & modeling Change management TOP 5 MOST IMPORTANT BUSINESS SKILLS OF A FINANCE DIRECTOR / CFO

MOST IMPORTANT BUSINESS SKILLS OF A FINANCE DIRECTOR / CFO Base: those rating the Finance Director / CFO as one of the top 3 most important roles Top 5

51% Integrity What have been the major outcomes for your and/or your clients' organisations as a result of the changes to the global economy? (Please tick all that apply to your organisation/your clients' organisations.) 42% 44% Objective / unbiased Visionary TOP 3 MOST IMPORTANT BEHAVIOURS OF A FINANCE DIRECTOR / CFO

What have been the major outcomes for your and/or your clients' organisations as a result of the changes to the global economy? (Please tick all that apply to your organisation/your clients' organisations.) MOST IMPORTANT BEHAVIOURS OF A FINANCE DIRECTOR / CFO Base: those rating the Finance Director / CFO as one of the top 3 most important roles Top 3

THE CFO: VALUE ENABLERS

Base : all respondents answering

THE CFO: BARRIERS TO VALUE

BARRIERS TO ADDING VALUE Base : all respondents answering

THE CFO: TRAINING AND DEVELOPMENT

Broad experience Timing Technical foundation Networking

IN SUMMARY

Don’t leave leadership development until you are at CFO level Experience is our best master and our best servant.

Bringing your brain and calculator to work is not enough – you need to bring your heart and ears as well.

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