What Does a CFO Do? Roles, Responsibilities, and Capabilities 

CFO (Chief Financial Officer) Overview

Role:
Executive leader responsible for the company’s overall financial strategy and health.

Key Responsibilities:

• Develops and executes long-term financial plans

• Oversees budgeting, forecasting, and financial analysis

• Leads risk management and funding strategy

• Advises the CEO and Board on business decisions

• Ensures compliance and governance standards are met

Core Capabilities:

• Strategic planning

• Capital raising

• Mergers & acquisitions

• Financial modeling

• Stakeholder communication

Typical Experience/Expertise Needed:

• CPA, CA, or MBA designation strongly preferred

• 10+ years in progressively senior finance roles

• Track record in corporate finance, fundraising, or M&A

• Experience with financial systems and ERP software

• Strong leadership and boardroom presence

• Exposure to your company’s sector or growth stage

Savvy CFO Advice Box

“Your CFO isn’t just a number cruncher. They’re your strategic partner for growth and resilience.”

Have questions about when to hire a CFO? Contact your Savvy CFO team for guidance.