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FinOps Skills Ladder 24/25

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FinOps Lead Skills Ladder


Lead Skills Ladder 24/25
3
Grade
Role
Lead
3
Technical
Behavioural
Developing
1
Managing a finance team
Organises finance team through weekly catch ups and sets up appropriate communication channels
Compiles a visual project plan identifying tasks and setting out deadlines and team are confiudent that they know what they need to work on
Demonstrates a detailed understanding of ongoing finance priorities and other tasks
Project plans how the FinOps function needs to develop over the next 6 months
Reporting to decision-makers
Understands the plans for the business and interprets how the finance function will need to change to support them
Uses financial experience and knowledge of the partner’s operating model to help with improvements to their FinOps function
Running a finance function
Identifies new FinOps tools or processes to implement with partners
Identifies processes that could be automated and provides solutions
Shares new tools to, as a team, “fix bikes”
Takes a lead on the more complex processes and tasks such as R&D work and FP&A
Ownership & proactivity
Keeps on top of team processes and identifies any weak areas
Honest communication
Comfortable taking the lead on calls with the partner team
Open with the partner and team about their knowledge and current limitations, whilst maintaining a positive problem solving mindset
Always uses empathy and honestly to communicate to the team
Confident in communicating how we work and potential for scope changes with partners
Curiosity to develop
Looks to work collaboratively and upskill FOMs and FOAs where they don’t have direct experience
Has 1:1 catch ups with the teams to identify strenghts and weaknesses to be able to support on areas which they need development
Is honest with self about gaps and where things take more time & has the confidence to get support
Provides fast and honest feedback to the teams, helping them identify areas of strength and weakness
Seeks feedback about themselves
Established
1
... all of that plus...
Managing a finance team
Actively participates in the development and execution of the FinOps function’s vision
Reporting to decision-makers
Demonstrates to the partner team the improvements in the finance team over time through the projects undertaken
Running a finance function
Acts as the go-to expert for all FinOps challenges
Leads cross-functional projects to optimise financial systems and tools
Researches new solutions or software and shares with the wider team
... all of that plus...
Ownership & proactivity
Is on top of project deadlines and communicates progress (good or bad) effectively with the partner
Champions a culture of innovation within the finance team, fostering an environment that encourages experimentation and continuous improvement
Honest Communication
Is open and honest with the partner about the time taken to complete tasks, particularly where this was longer than expected
Confident in promoting the value of RORA to current and potential partners
Curiosity to develop
Acts as a mentor or sounding board for FOMs and FOAs, identifying areas where they can be upskilled and progress
Takes time to understand themselves and how individuals within the team work and shapes their approach accordingly
Uses their experience to give honest feedback or advice to partners and the team
Helps the team progress by taking an active approach to feedback
Expert
1
... all of that plus...
Managing a finance team
Drives transformational change within the finance function, reimagining processes and systems
Reporting to decision-makers
Offers an opinion on commercial decisions
Running a finance function
Is able to identify the core issue when tackling challenges and brings their viewpoint to solve it
Challenges operational decisions in a way that builds trust
... all of that plus...
Ownership & proactivity
Acts as a role model to the team and the world on the application of FinOps principles and revolutionising the accounting sector
Honest Communication
Ensures that the teams they work with take ownership for communicating effectively with partners and the team even when they’re not around
Curiosity to develop
Coaches team members
Inputs into internal workshops and discussions about FinOps best practice and lessons learned through experience
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