Skip to content
Gallery
Welcome to RORA
Welcome
Our model
Your Role
Contracting at RORA
Candidate hub
Share
Explore
FinOps Skills Ladder 24/25

icon picker
FinOps Manager Skills Ladder

Manager Skills Ladder
3
Grade
Role
Manager
4
Technical
Behavioural
New
1
Managing a team
Ensures good quality documented processes inc roles and responsibilities
Maintains checklists for all recurring BAU tasks
Understands and sets deadlines for reporting, statutory timeframes, deadlines, etc
Manages and communicate priorities to the team
Arranges regular meetings with the team and stakeholders to align on BAU and priorities
Reporting to decision-makers
Manages month-end to ensure reporting to stakeholders in a reasonable timeframe
Regularly reports on business performance and position (P&L and balance sheet) to Partners
Ensures cash position and forecast is clearly understood
Running a finance function
Comfortable implementing standard processes e.g. payroll, VAT and adapting these to suit Partner needs
Ensures prompt and accurate compliance submissions (e.g. CT600, VAT, P11D, ERS, FPS etc)
Identifies where processes can be improved and implements incremental improvements
Ownership & proactivity
Comfortable contributing to calls with the Quantico partner team (with Associate and Lead, where applicable) and the external partner team (partner point of contact)
Identifies where processes can be improved and implements incremental improvements
Honest communication
Open with the partner and team about their knowledge and current limitations, whilst being able to outline a plan on how to overcome current shortcomings
Displays and communicates both tasks for the week and priorities for the next month
Communicates relevant context to FinOps Associates to assist them in understanding tasks and partners better
Curiosity to develop
Brings a toolkit of detailed theoretical accounting knowledge but may have limited experience of startup functions
Understands the partner specific processes for the Partners they have taken on
Seeks help when it is needed rather than waiting for it be offered and takes action on the knowledge gathered
Builds knowledge of partners to a level that key context can be provided to the team, particularly FinOps Associates who may not have regular contact with the Partner
Uses the knowledge sharing tools available within Quantico such as the AMA channel and FinOps Forum
Developing
1
... all of that plus...
Managing a team
Articulates the impact on processes and team workload due to changes at the partner
Is able to respond clearly to changing priorities
Actively manages and updates project management tools to provide visibility to the team and partners
Reporting to decision-makers
Able to provide financial commentary that drives positive decision-making within their Partners
Proactively reports on financial and non-financial metrics to decision-makers
Running a finance function
Uses experience across all partners to identify and implement solutions to common issues like expense management, payroll providers, etc
Evaluates different potential solutions in a given scenario and advises accordingly, with support as required
Comfortable improving and iterating on more specific processes that are already in place by finding ways to make it more efficient
Considers future developments at partners and how processes will need to be developed and/or amended to meet these needs
... all of that plus...
Ownership & proactivity
Adds ownership of larger project work to responsibilities and communicates effectively with Partners on progress in addition to any BAU or smaller projects
Honest communication
Manages challenging situations such as issues with quality of work or scope changes, using the PD channel as required
Curiosity to develop
Provides an informed view of scope for partners when asked for this
Builds and maintains partner relationships, being responsible for all BAU and smaller project interactions
Adopts a mindset of continuous process improvement and is able to demonstrate this across a longer period i.e month to month or quarter to quarter
Picks up and understands software that might previously have been unfamiliar to them
Actively engages in the upskilling of Associates, ensuring that they understand the context, the “why” and the “how” of partner work
Established
1
... all of that plus...
Managing a team
Identifies opportunities to share responsibilities with FinOps Associates to facilitate development and to help balance team priorities
Comfortable advising on best practice as seen across partner portfolio
Reporting to decision-makers
Links financial analysis with wider business context (and non financial data) to report with impact
Provides stringent checks and balances on business decisions
Running a finance function
Implements complex or non-standard processes (with support from a Lead if needed)
Comfortable researching solutions or software with little to no support
Actively seeks to implement solutions to complex and non-standard process with little or no support
Prepares and plans processes for future partner developments ahead of time so these can be implemented as soon as they are required
Can implement autonomous processes for tasks that are outside of the box
... all of that plus...
Ownership & proactivity
Takes complete ownership of partner relationship, being the key point of contact for BAU, projects and any one off and/or challenging conversations
Confident in discussing scope changes with partners
Honest communication
Is open and honest about the time taken to complete tasks, particularly where this was longer than expected
Curiosity to develop
Encourages FinOps Associates identify and on areas where they would like to improve and helps facilitate this
Encourages FinOps Associates to review and iterate their existing processes and maintain good quality documentation
Promotes a culture of continuous improvement by discussing and recognising individual strengths within the team and fostering an environment where each member can excel
Builds a team environment that encourages the team to be the best versions on themselves by playing to their individual strengths
Expert
1
... all of that plus...
Managing a team
Organises finance team through weekly catch ups and sets up appropriate communication channels
Keeps on top of team processes and identifies any weak areas
Demonstrates a detailed understanding of ongoing finance priorities and other tasks
Reporting to decision-makers
Is part of the decision-making process bringing the reporting required to ensure the business is being run effectively and efficiently
Running a finance function
Takes a lead on the more complex processes and tasks such as R&D work and FP&A
Uses financial experience and knowledge of the partner’s operating model to help with improvements to their FinOps function
Identifies new FinOps tools or processes to implement with partners
Identifies processes that could be automated and provides solutions
Understands the plans for the business and interprets how the finance function will need to change to support them
... all of that plus...
Ownership & proactivity

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
Curiosity to develop
Looks to work collaboratively and upskill FOMs and FOAs where they don’t have direct experience
Is honest with self about gaps and where things take more time & has the confidence to get support
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.