Director FP&A Goal Examples

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Increase Flexibility in Planning Process

Develop what-if scenarios to plan for unpredictable times. Allow for the ability to adjust variables and inputs to easily model scenarios. Simplify the process for adjusting plans on the fly.

• Develop X (e.g. 3) what-if scenarios for the company planning process within X months (e.g. 6 months)
• Implement a system that allows for easy adjustment of variables and inputs in company plans within X months (e.g. 3 months) to enable scenario modeling
• Decrease the time it takes to adjust company plans on the fly by X hours (e.g. 10 hours)

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Streamline Company Planning Process

Implement systems and process to reduce time and effort involved in company planning process.

• Reduce the amount of time spent on the company planning process by X hours (e.g. 50 hours) within X months (e.g. 6 months)
• Implement X new tools or systems (e.g. automated data entry, planning software) to support the company planning process within X months (e.g. 3 months)
• Achieve a satisfaction score of X (e.g. 9 out of 10) for the company planning process within X months (e.g. 6 months)
• Engage X% (e.g. 80%) of employees in the company planning process within X months (e.g. 6 months)

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Automate Month End Reporting and Close Process

Establish process and systems to reduce manual task and time it takes to complete month end reporting and close process.

• Reduce the number of manual tasks involved in the month end reporting and close process by X% (e.g. 50%) within X months (e.g. 6 months)
• Decrease the amount of time it takes to complete the month end reporting and close process by X hours (e.g. 10 hours) within X months (e.g. 6 months)
• Implement X new automation tools or systems (e.g. automated data entry, automated report generation) to support the month end reporting and close process within X months (e.g. 3 months)