A CFO Workbook: How to Lead An Actionable Year-End Post Mortem

Published On: 10th Feb. 2023

In many organisations, the process of consolidating, closing the books and preparing financial statements may not run as effectively as everyone would like, but the thought of changing it seems more threatening than sticking with the status quo.

Part of being a successful finance leader is helping to engage your team in transcending that attitude and forge a better way forward.

This workbook is a great first step in transforming the way your team works. It includes five sections to inspire the right feedback.
Distribute the questions contained in sections 1-4 to your team. That way they, like you, can use the space provided to jot down ideas, comments they may need to share privately and other takeaways related to the year-end close.


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