The CFO’s Daily Checklist: 10 Essential To-Dos for Peak Efficiency
Elevate Your Leadership, Enhance Your Productivity, and Drive Business Growth
As a CFO, you’re not just managing the numbers – you’re shaping strategy, leading teams, and future-proofing your organization. Stay on top of your game with this actionable daily checklist designed to help you stay focused, productive, and informed.
1. Run Effective Meetings
Maximize the productivity of every meeting by staying focused, aligned, and time-conscious. A few tips from top CFOs:
- Start and end on time, always
- Have a clear agenda shared in advance
- Delegate action items and follow up regularly
2. Scan Your Updated Reading List
Stay informed with news that matters to your business. Top CFOs regularly read:
- Apple News and major newspapers (Wall Street Journal, NY Times)
- Industry-specific newsletters (CFO Dive, Bloomberg)
- Cybersecurity updates to protect your financial systems
3. Get Social and Build Your Personal Brand
Maintain your leadership presence on LinkedIn. Update your profile, engage with peers, and even share your own insights. This not only helps expand your network but also establishes you as a thought leader in the finance community.
4. Be a Mentor — With a Low Time Commitment
Mentorship doesn’t have to be time-consuming. A simple 30-minute quarterly call can make a big impact. Building a strong network of talented future leaders also prepares you for the next level in your career.
5. Offer Analytical Insights to the Rest of the Company
Help other departments make data-driven decisions by sharing your analysis. Use visual tools like KPIs and charts to make financial data more accessible, and encourage departments like marketing and operations to think in financial terms.
This article is posted at netsuite.com
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