R2 Insights | CFO & Leadership
The CFO Priority Matrix: Focus Where It Counts
Finance leaders often spend too much time putting out fires—and not enough time driving impact. This matrix, developed by R2 Advisors, gives CFOs a visual guide to identify high-leverage opportunities, essential tasks, and areas ripe for automation or delegation.
✅ A visual matrix to help CFOs align focus with impact
✅ A quadrant breakdown of finance functions by time vs. strategic value
✅ Executive-level takeaways to inform resourcing decisions
🔴 Value Drivers (High Strategic Importance, High Time Investment)
These are your power plays—FP&A, strategic finance, board reporting, tax planning, and capital allocation. They demand your time but deliver outsized returns. Prioritize them in every planning cycle and treat them as the core of your strategic roadmap.
🟠 Essential Foundations (Moderate Strategic Importance, High Time Investment)
Core accounting, treasury, budgeting, and forecasting are time-intensive yet essential for operational stability. These foundational blocks deserve investment in technology and process optimization, allowing you to scale efficiently while maintaining control.
🟡 Supportive Levers (Moderate Strategic Importance, Low Time Investment)
Think internal controls, compliance coordination, and training. They don’t demand much time but reinforce resilience. These are great areas for cross-functional leadership development and shared accountability structures.
🟢 Delegate & Automate (Low Strategic Importance, High Time Investment)
Functions like payroll, AP/AR, operational finance, and compliance document handling are critical—but not where your executive time creates impact. Delegate, outsource, or automate these wherever possible.
🧭 Diagram Key
- 🔴 Value Driver: High strategic importance, high time investment
- 🟠 Essential: Moderate strategic importance, high time investment
- 🟡 Support: Moderate strategic importance, low time investment
- 🟢 Delegate: Low strategic importance, high time investment
💡 Executive Takeaways
- Not all finance work delivers equal value—lead where you matter most.
- Invest in tech to optimize essentials and free up strategic bandwidth.
- Use this matrix to justify hiring, automation, or delegation decisions.
- Partner with a strategic firm like R2 Advisors to accelerate your transformation.
