The CFO Advisory Checklist: What You Should Review Every Quarter
Running a modern finance organization is no longer just about closing the books or tracking budgets. Today, CFOs are expected to steer enterprise transformation, optimize costs, strengthen governance, and unlock future-ready growth — all while responding to volatile markets . That’s why many CFOs now rely on structured quarterly reviews backed by CFO advisory partners . If you’re building or refining your quarterly framework, here’s a practical checklist — along with insights on how global providers like WNS deliver value across each area. 1. Breadth & Depth of CFO Advisory Capabilities A quarterly review should begin with a macro-level assessment of finance effectiveness: ✔ Finance transformation progress Are your digital initiatives , process reengineering efforts , and reporting improvements on track? Providers like WNS support end-to-end finance transformation , from identifying opportunities to implementing intelligent workflows . ✔ FP&A, budgeting, and forecasting health...