The CFO Alliance Releases Whitepaper: ‘The CFO’s First 90 Days: What Finance Professionals Need to Know and Do When Beginning a New Role’

​As the role of the Chief Financial Officer (CFO) continues to evolve, providing finance leaders with enhanced visibility and opportunity to more directly lead and impact employee and customer experiences, the first 90 days in a new CFO role are critical for building relationships and establishing credibility that will lay the groundwork for individual and enterprise success for years to come.

Although there is always pressure to do ‘all the right things‘ in the first 90 days in a new role, finance leaders must establish confidence in their capabilities and ensure that their team is engaged and aligned to the top short- and long-term strategic goals as they pertain to leading people, leading a function and leading an enterprise.

With support from The CFO Alliance and its partners, AchieveNEXT and Cadilus, 14 finance leaders from across North America gathered together to form this CFO Alliance Special Task Force (STF) – The CFO’s First 90 Days: What Finance Professionals Need to Know and Do when Beginning a New Role – including Steve Ellis, CFO, Kathy Miller, CFO, Robert Bufano, Financial Controller, Brian Registe, CFO, Daniel O’Donnell, AVP of Finance, Lowell Mora, CFO and EVP, Michael Sprouse, CFO, Stephen Voorhees, VP of Finance and Accounting, Jonathan Jachimiec, CFO, Indran Purushothaman, Finance Director, Natalya Hummer, CFO, Patrick Roesler, CFO, James T. Metzger, EVP & Global CFO, and Yvonne McGinley, CFO.

This collective serves as a catalyst for best practice sharing and to empower growth and performance for the modern finance leader. Their intention with this Report is to help fellow finance executives identify the most efficient and effective ways that they can establish their reputation as a knowledgeable and diligent leader in their first 90 days in a new CFO role by focusing on building relationships, gaining trust and showcasing their competencies and communication skills.

Those who are not Members of The CFO Alliance can access the Report and learn more about The CFO Alliance by contacting Candace Cook (

Contact info:
Name: Deanna Tully, Operations Manager
Organization: AchieveNEXT
Address: 1265 Drummers Lane, Suite 106 Wayne, PA 19087
Phone: 610.492.7400

About The CFO Alliance

The CFO Alliance is the leading peer advisory network for more than 8,000 CFOs and qualified finance executives from the middle market and emerging enterprises from all industries, geographies, sizes and structures. Membership to The CFO Alliance is for forward-thinking, innovative finance executives who are committed to a path of constant learning, self-improvement, and knowledge, experience and insight-sharing. CFO Alliance Members are poised, sophisticated and professional.

CFO Alliance Members share their knowledge, insights, advice and counsel virtually and in-person to ‘Make Connections That Count.’ Our Members demonstrate an understanding and empathy for the challenges and opportunities of the Modern CFO.

About AchieveNEXT

AchieveNEXT, headquartered in Wayne, Pennsylvania, develops and runs subscription-based peer advisory networks for emerging and C-Suite leaders across North America, the largest of which is The CFO Alliance. The core of our AchieveNEXT services provide emerging and middle-market leaders and their enterprises with executive coaching, career management, specialized leadership and sales training, board governance, HR consulting, risk management, and technology and corporate development services.

About Cadilus
Cadilus is a technology-enabled managed service and consulting firm founded to pioneer a better way to manage business performance. We leverage our proprietary approach to business planning to cascade strategic and operational choices into long-term and annual financial plans where every decision is reflected.

Our client-centric delivery model is designed with the flexibility to be tailored; whether you need a full time, part-time, or partial outsourced FP&A team, have specific project-based needs or want us to guide the development of your existing FP&A team, we’ve got you covered. Our process, combined with a commitment to hire the absolute best people, enables a wide array of engagement options to match the unique challenges of today’s business environment. For additional information, visit Cadilus at

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