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!

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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.

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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.

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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.

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