The CFO Playbook:
A Practical Guide for CFOs and Finance Leaders

Most CFOs Step Into The Role With Big Challenges
Here’s Why CFO’s Struggle With Their Role
Manoj S., Financial Analyst
The Only Book That Brings Clarity From Day One

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The CFO Playbook Covers
- The journey begins
- Finance as a business partner
- Partnering with the departments
- The first 90 days
- Spending time with the CEO on a regular basis
- Role of finance in strategy
- Storytelling
- Process improvement
- Build a relationship with the board
- Pre-meetings prior to the audit committee
- Moving beyond numbers
- Why business partnering
- Overall visibility
- CEO expectations
- But how?
- Transparent communication and collaborative partnership approach
- Know your team
- Enriching team engagement
- Transparency
- Connection with each team member
- Mentoring
- Reverse mentoring
- Encouraging ideas
- Celebrating achievements
- Benchmarking (People and processes)
- Important process for SOPs
- Key benefits of external experts
- SOP usage for the organisation
- Advantages of well-documented SOPs
- Setting up the shared service centre
- Third-party agencies
- Benefits of outsourcing
- Embracing technology
- Thirty years back
- The finance world today
- Benefits of automation
- MIS - journey towards Day 1 reporting
- The COVID challenge
- The future is automation
- AI literacy and project PAL
- SAI model
- Risk management
- Continuous control mechanism (CCM)
- Automation vulnerability checks (AVC)
- Business Continuity Plan
- Understanding business excellence
- Process documentation and management
- Facilitation and governance
- Continuous improvement framework BE and OE
- Customer Discovery
- CEO initiative
- Knowledge Management System (KMS)
- Institutional capability building in business excellence
- Idea management
- Assessment frameworks: driving improvement through structured evaluation
- Supply chain core framework
- Continous engagement
- Internal audit: strengthening controls
- Internal audit process
- Statutory audits: accounting standards
- Interaction with peers
- Understanding company ethos
- From data to decisions
- Types of data
- Data collection
- Insights into stories
- What’s the story?
- Three key questions
- Tools for help
- The three aspects: PPT
- Transforming company culture
- Finding the causes
- Meaning of an empowering culture
- Continuous learning
- Upskilling the team
- Learning hours
- Online learning platforms
- Professional courses
- On-the-job training
- Self learning
- Outside office training
- Looking outside
- Types of benchmarking
- Benchmarking in a fast-paced world
- International success stories
- Benchmarking with external experts
- Benefits of benchmarking
- Time management
- Techniques for time management
- Work-life balance
- Saying No!
- Mail management
- Epilogue
What You’ll Learn From The Book?
The Book Includes
The CFO Role Has Changed. Have You?

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Organizations where CFOs actively partner with CEOs report 23% higher revenue growth.
Why This Book Matters More Than Ever
The CFO Playbook is designed to close that gap.
What You’ll Learn From The Book?
Tools Breakdown: Everything a Modern CFO Needs
How We Compare
Success Stories From Readers Like You
Seize Your CFO Advantage Today

Frequently Asked Questions
Absolutely. The Playbook is designed not only for current CFOs but also for aspiring finance leaders, senior controllers, and finance managers who want to prepare for the next step.
It’s highly practical. Every chapter includes frameworks, checklists, and strategies that can be immediately applied in your role, from your first 90 days to long-term transformation.
It goes far beyond finance. You’ll learn how to influence CEOs and boards, build high-performing teams, and apply strategic thinking, all crucial for being a future-ready CFO.
Many readers successfully expense this as professional development, as it directly relates to workplace productivity and skill development.
The lessons are globally relevant. While the author has worked extensively in India, the frameworks align with international finance and leadership practices.
Unlike theory-heavy textbooks, this book focuses on actionable strategies. It teaches you what to do in real boardrooms, not just what to know.
Start applying techniques from day one. Many readers report significant productivity improvements within their first week.


