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FinOps Skills Ladder 24/25

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FinOps Associate Skills Ladder

Associate Skills Ladder
3
Grade
Role
Associate
4
Technical
Behavioural
New
1
Managing a team
Participates in weekly internal and external catch ups
Utilises Process Street - or equivalent - to complete work within deadlines
Possesses basic knowledge of Coda and Process Street, using them to effectively undertake BAU tasks
Reporting to decision-makers
Performs basic month end tasks (eg. prepayments, accruals)
Able to critically analyse financial data from a reporting perspective; highlighting unusual items
Running a finance function
Strong knowledge of UK accounting treatments (UK GAAP)
Clears bank reconciliations down to zero weekly, with any unreconciled items followed up
Competent in use of bookkeeping software, such as Dext
Keeps finance inbox at mailbox zero
Comfortable managing Dext, using automation where possible
Sets up payment runs for review by FinOps Manager
Prepares payroll for review, with any queries/changes highlighted to the FinOps Manager
Cognisant of smaller details in BAU work
Comfortable taking up ad-hoc queries
Ownership & proactivity
Takes ownership of BAU (eg. bookkeeping, unreconciled statements, etc)
Takes ownership of some basic month end tasks (eg. prepayments, accruals) depending on complexity
Proactive in approaching BAU tasks
Honest communication
Confident in communicating with Partners via email and other written communication (ie Slack)
Communicates openly about their priorities and work with Managers
Uses internal Slack channels to provide updates on progress
Confident raising queries and concerns on Partner channels
Curiosity to develop
Absorbs information by reading through wikis
Has the confidence to ask plenty of questions
Developing
1
... all of that plus...
Managing a team
Assists Managers with queries and confident in their ability to help clear down tasks
Updating Process Street and Coda with any updates to processes/systems as required
Reporting to decision-makers
Contributes to month-end analysis
Comfortable preparing management accounts
Prioritises month-end tasks, completing them on time. Utilises automation where possible
Owning BS reconciliations
Running a finance function
Confident collating information for R&D (with direction from Manager)
Attempts to clear issues proactively ahead of Manager review
Confident reviewing receivables and suggesting methods to communicate any issues. For example, emailing customers to chase possible bad debt
Taking control of the credit control process
... all of that plus...
Ownership & proactivity
Possesses complete ownership of BAU (eg. bookkeeping, unreconciled statements, etc), clearing down problem items without Manager input
Competent managing own priorities, communicating any changes as required
Recommends process improvements for BAU, where possible
Honest communication
Able to manage Partner expectations around BAU tasks & any direct Partner requests outside the normal BAU scope
Confident in raising issues internally
Curiosity to develop
Demonstrates interest in FinOps Manager tasks, looks for opportunities to assist with these
Established
1
... all of that plus...
Managing a team
In addition to recommending suggestions, also implements changes/innovations/automations
Ensures accuracy of Process Street checklists and Coda (or equivalent) for handovers
Reporting to decision-makers
Ability to comment on variances in BS
Comfortable generating custom reports for month-end
Suggests improvements and format changes in month-end reporting
Running a finance function
Obtains costs information around R&D directly from Partners
Owns payroll entirely, clearing any complications/changes without Manager input
Manages VAT returns independently
... all of that plus...
Ownership & proactivity
Able to adjust focus to critical tasks or priorities and communicates any changes as required
Proactively checks if there are scheduled Partner calls during Manager absence and step in to fill the role of the Manager on these calls
Effectively manages workload, avoiding the need to work overtime with partners
Challenging choice of process or software and recommending options
Honest communication
Is assertive in communicating and confident in decision-making, ensuring the team’s objectives are met without succumbing to people-pleasing behaviours
Curiosity to develop
Demonstrates initiative in asking for more complex work
Expert
1
Managing a team
Supports Managers and Leads in maintaining Coda or other (particularly at the time of transition of new partners)
Reporting to decision-makers
Confident preparing management accounts, understanding trends and variances and suggests improvements, where relevant
Running a finance function
Expert in VAT returns, dealing with variances and missing receipts
Confident preparing R&D for review
Recommends improvements for payment run processes
Ownership & proactivity
Confident in managing Partner work in absence of a Manager
Exemplifies strong individual decision-making skills, avoiding the tendency to prioritise partner satisfaction
Confident changing the existing software or providing viable alternatives of software
Takes up new projects independently
Demonstrates the ability to set personal boundaries and effectively manage workload
Honest communication
Avoids the tendency to excessively accommodate partners
Curiosity to develop
Looks for opportunities to answer queries in AMA channel
Offers support to other Associates in navigating Partner work through training and coaching
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