Questions to ask? Flashcards
1
Q
Top 6 organization questions?
A
- What does the management team look like?
- What does the finance org look like?
- What does the sales org look like? How have they done vs quota in recent years? Do you have a CRM? if not, how is pipeline managed?
- Given that the cash is low, how will we continue to fund future operations? is there a path to profitability?
- Does the company have a budget process and 13 week cash flowing reporting?
- How well is the new product line selling? what has the growth looked like?
2
Q
Top 5 CEO questions
A
- What did the current CFO do well and what areas would you like to see improvement?
- when is the financial package delivered to you each month?
- Any major pain points in the next few months?
- How do you see the finance function evolving in the next 2-3 years?
- how did the netsuite implementation go? do you have an admin to make changes and updates?
- What are the top priorities you expect the CFO to tackle in the first 6-12 months?
- How do you prefer to work with your CFO?
- Tori mentioned that you will be moving away from the legacy product lines. When will this happen and how much to anticipate receiving for this?
- What differientiates your products from competitors? what is your TAM and current market share?
- If I join as CFO, how will we measure success in this role?
3
Q
Questions to ask direct reports
A
- can you tell me about your role and your pain points??
- how long have you been here and what do you like about it?
- What’s working well, and what could be improved?
- Are there any cross-functional challenges where finance could be more effective?
- What do you need from me as a leader to be more effective in your role?
- What do you feel has been missing in finance leadership?”