7 VP, Finance OKR and Goal Examples 🎯 | 360+ Goal Examples for Finance

📈

Increase confidence in forecasts

Better forecasting is the number one aim for CFOs according to the CFO Connect community members. Let's focus on increasing our confidence in forecasts.

Set a sensible forecasting rhythm (I.e. monthly, quarterly, yearly) and stick to it for the next 12 months
Complete accurate forecast: measured by results falling within 10% over-under of forecasts set
Identify 3 critical growth levers across the organization and share with the company

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🏗

Build a strategic plan and budget to hit targets

Let’s ensure we set ourselves up for success next year by building out a plan that sets every team up to hit and exceed targets.

Gather input from C-Suite, Founders, and board by {{date}}
Discuss bookings and revenue targets and confirm monthly sales targets with Sales by {{date}}
Discuss and confirm lead goals with Marketing by {{date}}
Discuss and confirm hiring targets with HR by {{date}}
Receive approval from board on plan and budget by {{date}}

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🤩

Build and lead a world-class finance team

Build out a collaborative and effective finance team, and provide continuous coaching opportunities for everyone on the team.

Recruit experienced leaders for 2 functional roles
Hire 3 high-performing individual contributors
Ensure Hypercontext meeting rating of 85% or more across all 1:1s and team meetings
Set a minimum of 1 professional development goal for every member of the team (E.g. https://hypercontext.com/goal-examples/general/professional-development)

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🏃

Fast and factual reporting to the team

The best plan in the world can get beat when the world changes. Let’s ensure our team is in tune with the financial results as they happen so teams can make adjustments as needed.

Reduce time to close monthly books by 40%
Move 100% of expense claims to digital submission
100% of monthly updates are sent out on time by 7th of each month

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🎯

Spearhead our next fundraising process to raise $20M

The next turning point in our company is to secure our next round of funding. This round will ultimately push us to hyper-growth and fuel business development. Let's crush it!

Work with CEO to develop pitch, financial metrics, and data room by {{date}}
Meet with 30 investment firms for introductory meetings
Pitch 90 firms for the investment opportunities during the weeks of {{date}} and {{date}}
Open data room to 10 qualified and interested firms by {{date}}
Receive 3 term sheets by {{date}}
Manage diligence process to completion by {{date}}
Close financing and receive $20M by {{date}}

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🤩

Implement a new one-on-one program across the team to foster better communications between managers and their direct reports

One-on-ones are a great opportunity to build trust, share feedback, and engage with each team member. They provide a dedicated time and place to discuss everything from roadblocks to career aspirations, let’s make them count.

Choose a one-on-one meeting platform (E.g. Hypercontext.com ?)
Pick 1-3 themes for the next 6 months for the team to improve (I.e. growth, communication, motivation)
Meet with all people managers to introduce the concept and discuss the themes
Introduce the concept to your entire team and ensure meetings are set up for each manager and their direct reports
Ensure each manager is asking thought provoking questions in every one-on-one related to the theme
Check with your managers every month to make sure no one-on-ones are cancelled and only rescheduled due to vacations or emergencies
Read a book on communication or asking questions this quarter (I.e. Never Split the Difference, The Coaching Habit, A More Beautiful Question, or The Book of Beautiful Questions)

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🧠

Improve your management skills

Great managers keep their team engaged, high performing and retained. Even if you are already a great manager, there's always room for improvement. Let’s make a concerted effort to continue to listen, learn, and grow in our management skills and foster a culture of sharing and actioning on feedback.

Give at least 1 piece of actionable feedback a month to every direct report
Get at least 1 piece of actionable feedback a month from every direct report
Have at least one career conversation with each report per month
Meet with a management coach/mentor this quarter
Action on employee feedback and review your progress with the team at the end of the quarter

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VP, Finance Goal Examples

Increase confidence in forecasts

Build a strategic plan and budget to hit targets

Build and lead a world-class finance team

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Fast and factual reporting to the team

Spearhead our next fundraising process to raise $20M

Implement a new one-on-one program across the team to foster better communications between managers and their direct reports

Improve your management skills

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