An Overview of Finance Function

Finance Function Primer

Warren Buffett has some famous financial advice—“Rule number 1: Never lose money. Rule number 2: Never forget rule number 1.” It sounds simple, but finance leaders like CFOs and Finance VPs know the reality is much more complex. Finance as an enterprise function is about maintaining a company's financial health while balancing three key goals: profitability, liquidity, and a strong balance sheet. Each of these requires careful management and collaboration across the organization.

In this primer, we’ll break down the essentials of running a large-scale finance function, including the key activities, roles, metrics, and technologies that support it all.

Course: 5 Chapters
Est. time: 45 mins

What's Covered In This Primer?

1
Introduction
2
Finance Activities
3
People
4
Metrics
5
Technology
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Chapter 3 Breakdown
  • Who are the key people responsible for the various finance activities?
Chapter 4 Breakdown
  • What metrics measure the performance of the finance function?
Chapter 5 Breakdown
  • What technology is used by the finance teams?
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Finance Function Trends

How Our Finance Function Primer Can Help

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What is a primer?

Think of a primer as your quick-start guide to understanding the landscape of an industry (such as Investment Banking, Renewable Energy, Retail, etc.).

Industry information is readily available but Googling can lead you down a rabbit hole of scattered, inconsistent and text-heavy resources - leaving a fragmented picture of the industry.  And this content can miss the mark: they’re either too long and full of extraneous details, making it tough for beginners to find what they need, or too short, leaving out critical detail.

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What topics does the primer cover?

Each industry primer covers the essentials: key trends, terminology, value chain, economics, and products & services. But some of our technology and functional topic primers include additional sections to make sure all the critical information is covered and each primer is comprehensive.

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