Finance Process Toolkit

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Pilot Finance Process: track personnel performance and growth through continual monitoring of tangible metrics where applicable and review with client technical leadership.

More Uses of the Finance Process Toolkit:

  • Manage work with finance colleagues to incorporate analytics insights and approaches into Finance Processes (forecasting, planning, investor communication).

  • Develop your organization Community Of Practice of finance Master Data managers.

  • Head Finance Process: work cross functionally with Product Management, Sales Operations, sales, finance and legal to recommend changes to process and billing structure, updates in product, changes in approvals, etc.

  • Assure your team follows the use of the prescribed Anthology implementation methodology, understands the key activities and deliverables for the client engagement and internal projects.

  • Collaborate with the other finance department managers to support overall department goals and objectives.

  • Guide Finance Process: act as strategic business partner to business leaders on key finance decisions, providing insight, independent perspective, support and oversight on all aspects of business.

  • Develop a consistent process documentation platform for Standard Operating Procedures and audit existing written processes for enhancements.

  • Manage work with finance to prepare project financial models, budget tracking spreadsheets and reports.

  • Ensure you audit; lead, motivate and develop team of financial professionals to deliver business results and drive employee productivity and engagement.

  • Establish Finance Process: direct and lead collaboration between Enterprise Systems and procurement, legal, and finance organizations to maximize contract value and Mitigate Risk.

  • Oversee Finance Process: finance and Business Acumen in developing capital budgets, Procurement Processes, contracting and Financial Analysis.

  • Develop Finance Process: finance Continuous Improvement office is critical to this mission in enabling Process Standardization, simplification and automation and transform finance into high performing, customer focused organization.

  • Ensure you maximize; lead finance technology Continuous Delivery team through process/application enhancements delivery utilizing a modified Kanban Agile Methodology.

  • Communicate regularly with headquarters Business Administration teams Finance and Accounting, Audit, Human Resources, etc.

  • Develop integration layer for Data Integration considering new data and modified data in source and target systems.

  • Organize Finance Process: implement extensive Strategic Thinking, planning and execution to improve Internal Processes and daily working practices between key executives, sales, presales, support, product, legal and finance to drive greater Business Agility.

  • Govern Finance Process: implement extensive Strategic Thinking, planning and execution to improve Internal Processes and working practices between sales, Presales, services, product, legal and finance and drive greater Business Agility.

  • Be accountable for designing of finance technology architectures, finance Data Models that are part of Technology Modernization initiatives and benchmarking/standard industry practices.

  • Be accountable for reviewing technical deliverables throughout the Development Cycle to ensure quality and Requirements Traceability.

  • Maintain alignment with Finance on budgets, Program Costs, duty accruals and duty savings programs.

  • Organize Finance Process: work closely with finance and central analytics teams to develop scorecards and dashboards that bring transparency into business performance and arms sales leadership with insights needed to drive the business.

  • Confirm you formulate; lead teams to design, set up, test, and deploy prototype and production Finance solutions and ensure that all the pieces work together seamlessly.

  • Ensure that the finance organization is structured and sized, so as to be optimally aligned to the needs of the business.

  • Support sales, Customer Success, marketing and finance in short term Salesforce projects that are integral to each of the functions.

  • Direct Finance Process: work closely with operations, finance, commercial and IT functions to ensure projects are communicated with potentially impacted partners and scenario outcomes are anticipated and communicated broadly.

  • Supervise Finance Process: implement extensive Strategic Thinking, planning and execution to improve Internal Processes and working practices between sales, Presales, services, product, legal and finance and drive greater Business Agility.

  • Coordinate with the Devices Finance partners to analyze headcount data and forecast demand.

  • Functional ownership in Finance Technology, specifically leading the implementation of Financial and Regulatory reporting functions onto the Corporate Technology Data Lake and leveraging Platform Services / Finance as a Service to perform Data Management.

  • Serve as a liaison between Business Operations and the Finance organization, analyzing, reporting and interpreting financial data to support informed Decision Making.

  • Drive Finance Process: work closely with the accounting teams to ensure tight finance controls and fulfill External Audit requirements.

  • Ensure you oversee; lead and coordinate value realization activities as business Process Improvements, KPI measurements and communication of progress in project design.


Save time, empower your teams and effectively upgrade your processes with access to this practical Finance Process Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Finance Process related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Finance Process specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Finance Process Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Finance Process Improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does management have the right priorities among projects?

  2. Does Finance Process systematically track and analyze outcomes for accountability and quality improvement?

  3. Are employees recognized for desired behaviors?

  4. Do you need to do a usability evaluation?

  5. What is the Finance Processs sustainability risk?

  6. How does your organization define, manage, and improve its Finance Process processes?

  7. What defines best in class?

  8. What are the personnel training and qualifications required?

  9. What are the concrete Finance Process results?

  10. What is the smallest subset of the problem you can usefully solve?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Finance Process book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Finance Process self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Finance Process Self-Assessment and Scorecard you will develop a clear picture of which Finance Process areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Finance Process Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Finance Process projects with the 62 implementation resources:

  • 62 step-by-step Finance Process Project Management Form Templates covering over 1500 Finance Process project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Finance Process project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Finance Process Project Team have enough people to execute the Finance Process Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Finance Process Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Finance Process Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Finance Process project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Finance Process project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Finance Process project with this in-depth Finance Process Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Finance Process projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Finance Process and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Finance Process investments work better.

This Finance Process All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.