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# The CFO’s first 30-60-90 days- Blueprint for success in a new finance role
- URL: https://www.financealliance.io/the-cfos-first-30-60-90-days/
- Published: 2025-03-18T14:57:28.000Z
- Updated: 2025-04-10T07:39:09.000Z
- Author: Finance Alliance
- Tags: CFO, Live session

FAnow is your chance to stream exclusive talks and presentations, hosted by finance experts and industry leaders. 

It's a unique opportunity to watch the most sought-after finance content – ordinarily reserved for FA Pro members. Each stream delves deep into a key finance topic, industry trend, or case study. Simply sign up to watch any of our upcoming live sessions.

🎥 Access exclusive talks and presentations  
✅ Develop your understanding of key topics and trends  
🗣 Hear from experienced finance leaders  
👨‍💻 Enjoy regular in-depth sessions

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**Date:** May 21, 2025  
**Time:** 4:00pm BST  
**Location:** Online

[Sign up now ](https://www.linkedin.com/events/thecfo-sfirst30-60-90days-bluep7312755955429998592/theater/)

Transitioning into a new CFO role is both exciting and challenging. This talk will outline a strategic 30-60-90 day plan to ensure a smooth transition and set the foundation for long-term success. Learn actionable steps and key priorities to establish your leadership, understand the financial landscape, and drive impactful changes in your new finance function.

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### Key takeaways: 

- **Establish Early Credibility:** Build relationships with key stakeholders, assess team capabilities, and clarify expectations to position yourself as a strategic partner from day one.
- **Assess the Financial Health:** Deep dive into financial statements, cash flow, risks, and key performance metrics to gain a clear understanding of the company’s financial landscape.
- **Align Finance with Business Strategy:** Identify how finance can better support overall business goals and start shaping a roadmap for long-term value creation.
- **Identify Quick Wins and Long-Term Improvements:** Balance delivering early results with building a pipeline of strategic initiatives to drive sustainable impact.
- **Communicate a Clear Vision:** Set the tone for your leadership by sharing your vision, priorities, and expectations, creating alignment and momentum across the finance function.

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### Meet the speaker: 

[Simon Dealy](https://www.linkedin.com/in/simondealy/), Chief Finance Officer at [World Energy ](https://www.linkedin.com/company/worldenergyllc/) 

Simon is a transformational CFO and strategic leader with over 20 years of experience driving growth, innovation, and enterprise value across SaaS, private equity, and professional services sectors. Known for leading over $1 billion in successful M&A transactions and collaborating with top private equity firms, Simon excels at scaling businesses and delivering measurable results. With deep expertise in public markets, operational transformation, and crisis leadership, he has a proven track record of driving revenue growth, EBITDA improvement, and high-value exits. Simon currently serves as CFO at World Energy, bringing strategic financial leadership to the renewable energy sector. Passionate about aligning strategy, finance, and operations, he thrives on help.

![](https://storage.ghost.io/c/a5/73/a5734519-d6ac-4b17-95b8-f7a3866730ab/content/images/2025/03/image.png)

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