1. Developing Your KPIs and Measuring Your AFT
A guide for Business and CFO Department planning

2. Tools to Prepare for 20XX Key Performance Indicators for PSOs
Accounting Finance
Treasury (AFT)
Assessment

3. KPI Framework Customer Not Your Budget or Your Industry
Leading Indicators not Lagging Indicators
Do you base KPIs off your Budget or Industry Standards
Should be related to Customer Success

4. KPI Quadrants

8. Example – Utilization More Customers – Lower Utilization
All Revenue based on Billable Hours – Crash!!!
Sustainability?
1 Client is a high risk strategy
The program links
Your financials – specifically the P&L or income statement
With…
The company and industry knowledge of your executive team

10. Example – Billing Rate Very Efficient? Erratic Billing?
Poor Estimates?
Resources not Allocated Properly?
The program links
Your financials – specifically the P&L or income statement
With…
The company and industry knowledge of your executive team

11. KPI Summary

12. Accounting Finance Treasury Leadership (AFTL) Assessment
What role are the accounting, finance and treasury
departments playing in your business?
Are they contributing to, or hindering your success?
The AFTL assessment will identify where and
how you can use these departments to
increase the value of your business.
Leading Indicators not Lagging Indicators
Do you base KPIs off your Budget or Industry Standards
Should be related to Customer Success

13. What the AFTL Assessment Measures:
The CFO’s Primary Responsibilities
5. Growth Capabilities: Is the AFT department growth enhancing, growth limiting or neither in terms of growing the company’s earnings and general financial stability
6. Governance: Is the company well controlled with good governance practices for its size and business scope?
7. Teamwork: Does the AFT department work well with and support the activities of other departments?
8. Leadership: Does the AFT department provide leadership to the overall business organization?

14. Mini AFTL Assessment Questions

15. Control Group Scoring

16. Example – Service Company Gap Analysis