The scoreboard, honestly: the hard targets, how often each one is actually looked at,
and the quiet human signals that never make it onto a dashboard.
Return on Investment (ROI) of Approved Capital Projects
The average ROI achieved across the portfolio of growth investments and M&A deals you've recommended and championed.
Target · Achieve an average ROI of >15% or consistently exceed the defined hurdle rate for new investments.If you recommended three major projects with a combined investment of £50M, we'd expect the realised returns to be well above our 12% hurdle rate, perhaps averaging 18% over their lifecycle.
M&A Synergy Realisation Rate
The percentage of projected cost savings and revenue enhancements from acquisitions that are actually achieved post-deal.
Target · Realise >90% of targeted post-acquisition synergies within 24 months of deal close.If an acquisition was projected to deliver £10M in synergies, you'd be accountable for ensuring we actually hit at least £9M of that within two years, working closely with integration teams.
Long-Range Plan (LRP) Adoption & Accuracy
How many of your strategic recommendations from the LRP are formally adopted into the company's official strategic plan, and how accurate those long-term financial projections prove to be.
Target · At least 2-3 key LRP recommendations formally adopted annually, with LRP revenue/profit projections within +/- 10% of actuals by year 3.Your recommendation to divest a non-core asset or invest heavily in a new market segment gets board approval and is written into the next 3-year plan. The financial outcomes of that plan track closely to your initial model.
Capital Structure Optimisation
The effectiveness of your recommendations in optimising the company's debt and equity mix to minimise cost of capital and maximise shareholder value.
Target · Reduce weighted average cost of capital (WACC) by 50-100 basis points over a 3-year period through strategic financing decisions.Your analysis leads to a successful bond issuance or share buyback programme that demonstrably lowers our cost of capital, saving the company millions in interest payments or boosting EPS.
Board and Executive Trust & Influence
Your ability to build deep trust with the Board and C-suite, becoming their go-to advisor for critical financial decisions.
- You're proactively invited to board strategy sessions, your opinions are consistently sought on major capital allocation decisions, and you're seen as a credible, independent voice in executive discussions. They'll ask for your perspective before making big calls.
Strategic Partnership with Business Unit Leaders
How effectively you partner with and influence Business Unit Presidents and Managing Directors to align their operational strategies with overall financial objectives.
- Business leaders actively seek your input on their strategic initiatives, you're integrated into their planning cycles, and there's clear evidence of joint decision-making that balances growth ambitions with financial prudence. They see you as a partner, not just a gatekeeper.
Talent Development & Team Leadership
Your success in building, mentoring, and developing a high-performing strategic finance team.
- Your team members are regularly promoted, they're highly engaged, and you're known for creating a culture of analytical rigour and professional growth. You'll have a clear succession plan for key roles within your team.
Clarity and Impact of Financial Storytelling
Your ability to simplify incredibly complex financial scenarios and present them in a clear, compelling, and actionable way to non-financial audiences, including the Board.
- Your board decks are praised for their clarity and conciseness, executive decisions are made quickly based on your presentations, and you can articulate the 'so what' of any financial analysis without resorting to jargon. People actually understand what you're saying.