FREE Resources to Help You in Your Work in Finance
All the resources below were created to try to give you a kickstart or a helping hand with some aspect of work in a Finance function. All downloads are FREE, with no strings attached.
Mini-course - How Finance Can Drive Business Performance
Want a structured approach and a framework to help you add value to your business from your position in Finance? This mini-course gives an outline of the framework we use for driving business performance, and outlines an approach to using it. Three 10-page downloadable pdf guides, structured in course format. This should help you in the right direction for the rest of your career. It's our biggest value free resource!
Finance Business Partnering Cheat Sheet
This spreadsheet template leads you through a step by step process of collecting information and assessing it to work out Finance business partnering priorities. From that information you should be able to develop a coherent action plan that will get your Finance Business Partners focused on driving business performance.
Business Case Templates
A full, detailed, editable MS Word business case template. PLUS a financial evaluation spreadsheet model. PLUS explanatory notes to aid use. These should give you a great start to producing some solid business cases for projects, and can be tailored and amended as much as you need.
KPI Catalogue Template
A spreadsheet template, capturing the key details of your KPIs. This serves as a glossary for report users, as well as forcing you to justify how each measure should be used to track and improve performance.
Short Guide to Finance Transformation
A 30-page ebook showing how Finance Transformation programmes can be built on firm analytical and strategic foundations. This is essential if Finance is to have a viable business case for transformational change.... And leading the business by example in value-based, benefits-driven change projects is critical if Finance is to do its job well.