A Chief Financial Officer (CFO) is more than just a financial steward for an organization – they are a strategic partner to the CEO, ensuring the company’s financial stability and driving long-term value creation. They help define corporate strategy with respect to scaling, building, and expanding by balancing vision with the realities of cash flow. Selecting and empowering the right CFO can significantly impact an organization’s success, but finding the right leader – and setting them up for success – is a complex and high-stakes process for any founder.
To help CEOs navigate this critical decision, Oak HC/FT’s talent team, in collaboration with Advisor Amit Jhawar and CFOs Pete Semmer, Michael Levine, Steve Senneff, and Katie Royce, developed the CFO Playbook – a guide for CEOs and founders to support them in hiring, onboarding, and working effectively with a CFO at every stage of a company’s growth.
This playbook provides actionable insights to help CEOs build and refine high-performing finance organizations. Structured into seven key areas, the CFO Playbook covers:
- The Role of the CFO
- Types of CFOs
- How to Choose the Right CFO
- How to Interview CFO Candidates
- Setting Your CFO Up for Success
- What to Do if You Need to Replace your CFO
- Advice to CFOs