First 100 Days as CFO
The first 100 days in the CFO seat represent a decisive inflection point. A disciplined plan ensures you hit the ground running and set yourself up for success.
This guide is for newly appointed CFOs to build credibility, establish control, and create long-term value.
A New CFO’s Roadmap to Strategic Impact and Success
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THE FIRST 100 DAYS
on the road to success
The modern CFO operates far beyond the boundaries of traditional finance. Your role as equal parts strategist, communicator, operator, and financial transformation leader demand a solid launch plan.
The First 100 Days as CFO Roadmap provides a detailed framework, and includes key activities, and clear objectives to:
ASSESS: listen, learn & diagnose
DEFINE: define vision, and financial strategy
DELIVER: execute your plans, communicate, and repeat
SUSTAIN: provide measurable results and sustain momentum
Your first 100 days are about mastering complexity, building trust, and laying the groundwork for long-term impact.
We’ll never spam you or share your email address.
About Keene Advisors
Strategic and Financial Advice, Global Impact
Keene Advisors is an independent investment bank and strategy consulting firm built to serve private, founder-led, and family-owned companies. Our focus and experience gives us a deep appreciation for the unique dynamics that drive private, family-owned, and mission-driven enterprises.
With hundreds of successful client engagements, and experience advising on over $45 billion in mergers & acquisitions (M&A), capital raising, and restructuring transactions, our team brings unparalleled insights and a proven track record of success to our clients.
Travis Borden, Founder & President
Explore our Professional-Grade Excel-based Financial Models. Ready to use in Minutes.
For CFOs and corporate finance teams who need to make progress quickly, explore our collection of Digital Solutions.
Professional Grade Valuation Made Simple
Easily estimate business value and calculate future cash flows with our DCF model template in Excel, designed for company founders, CEOs, CFOs, private equity and venture capital investors, and investment bankers.
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Designed for Founders, CEOs, CFOs, private equity and venture capital investors, and other corporate finance professionals to confidently plan and allocate resources to drive growth and profitability in the year ahead.
Gain a clear view of your competitive landscape with our Competitor Benchmarking Report, designed by experienced investment banking professionals. This in-depth analysis leverages public data from peer companies to deliver objective, actionable insights you can trust.
Prepare for investor discussions, evaluate growth opportunities, or validate your business strategy - this benchmarking report provides the transparency you need to make smarter decisions. Each report includes:
Comprehensive peer comparisons across financial, operating, and valuation metrics
Expert framework built by former investment bankers with decades of deal experience
Data-driven insights sourced from public company disclosures and Wall Street analyst estimates.
Practical insights to support value creation planning, fundraising, or M&A planning
Past clients include
