A practical workbook to help you define the capability you need before you hire.

Finance Transformation roles are becoming increasingly difficult to define. Organisations are balancing ERP programmes, automation, AI, data, reporting, process improvement and operating model change, often all at the same time.

The challenge is not always finding the right person. It is working out exactly what capability is needed in the first place.

Our Finance Transformation Capability Workbook has been created to help CFOs, Finance Directors and Transformation Leaders work through that question before going to market. It provides a practical six step framework for identifying the business problem, defining the capability required and deciding the most effective way to access it. Hiring Advice - Finance Transfo…

The workbook explores:

• The business challenges driving your Finance Transformation agenda
• The capability required to address them
• Whether AI is genuinely central to the role
• Whether you are hiring for one role or trying to solve a broader transformation programme
• What successful outcomes should look like
• Whether permanent recruitment, interim expertise, advisory support or a combination is the right route Hiring Advice - Finance Transfo…

It also highlights some of the most common mistakes organisations make when shaping transformation hires, including starting with a job title rather than a business problem, combining too many specialist requirements into one role and focusing on skills rather than outcomes. Hiring Advice - Finance Transfo…

Whether you are implementing a new ERP platform, reviewing your finance operating model, improving reporting and data, exploring automation and AI, or building out a wider transformation programme, the workbook is designed to bring greater clarity before recruitment begins.

Request your copy of the Finance Transformation Capability Workbook using the form below.

Once you have completed it, our Finance Transformation team can also help you sense check the capability you have identified, understand the available talent market and explore the most appropriate route to securing that expertise.