# Manage Financial Resources

*/Processes/Manage_Financial_Resources*

Overseeing key back-office processes for organizations. This category includes process groups related to planning and management accounting, revenue accounting, general accounting and reporting, fixed-asset project accounting, payroll, accounts payable and expense reimbursements, treasury operations, internal controls, tax management, international funds/consolidation, and global trade services.

## Digital Scalar

**Band**: digital
**Digital**: 0.85
**Rationale**: Without established digital values for the listed child occupations (e.g., Accountants, Budget Analysts, Tax Preparers), the scalar relies directly on the APQC lens prior for the 'Manage Financial Resources' category (~0.85). The process description—encompassing accounting, payroll, treasury, and tax management—confirms pure information transformation and desk-based knowledge work.

## Icp Opportunities

- [AI Ledger Reconciliation](/Processes/Manage_Financial_Resources/Opportunities/AI_Ledger_Reconciliation) — Agent
- [AP Dispute Automation](/Processes/Manage_Financial_Resources/Opportunities/AP_Dispute_Automation) — Agent
- [Audit Request Fulfillment](/Processes/Manage_Financial_Resources/Opportunities/Audit_Request_Fulfillment) — Service-as-Software
- [Collections Automation](/Processes/Manage_Financial_Resources/Opportunities/Collections_Automation) — Headless SaaS
- [AI Expense Auditing](/Processes/Manage_Financial_Resources/Opportunities/AI_Expense_Auditing) — Service-as-Software
- [Treasury Forecasting Engine](/Processes/Manage_Financial_Resources/Opportunities/Treasury_Forecasting_Engine) — Headless SaaS

## Process Profile

**Outcome**: Enterprise capital is allocated, tracked, safeguarded, and reported in full compliance with accounting standards and regulatory requirements.
**Trigger**: The commencement of a fiscal period and the continuous flow of daily enterprise transactions trigger the overarching financial management lifecycle.
**Key Steps**:
- Formulate financial plans, budgets, and management accounting frameworks (Planning and Management Accounting)
- Process and record incoming payments and outgoing obligations (Revenue Accounting, Accounts Payable)
- Calculate and disburse employee compensation and expense reimbursements (Payroll)
- Monitor enterprise liquidity, execute funding strategies, and manage financial risk (Treasury Operations)
- Reconcile accounts, consolidate global financials, and generate statements (General Accounting and Reporting)
- Evaluate internal controls and complete required tax filings (Internal Controls, Tax Management)
**Measured By**:
- [Finance Function Cost As A Percentage Of Revenue](/Metrics/Finance_Function_Cost_As_A_Percentage_Of_Revenue)
- [Cycle Time To Perform Period End Close](/Metrics/Cycle_Time_To_Perform_Period_End_Close)
- [Working Capital Ratio](/Metrics/Working_Capital_Ratio)
- [Forecast Accuracy](/Metrics/Forecast_Accuracy)

## Boundary Of Firm

**Outsourced To**:
- [Outsourced Accounting Firms](/CompanyTypes/Outsourced_Accounting_Firms)
- [Treasury Management Service Providers](/CompanyTypes/Treasury_Management_Service_Providers)
**Automatability**: augmented
**Routing Summary**:
- Capital allocation, liquidity strategy, and the funding mix are kept in-house with the CFO and treasurer, where the decisions are tied to the firm's own balance sheet.
- Smaller firms buy the recurring bookkeeping, payments, and bank-relationship mechanics from outsourced accounting firms or a treasury-management provider.
- Cash forecasting, bank reconciliation, and budget roll-ups run on treasury and ERP systems; the allocation calls themselves stay with finance leadership.
**Delivered By Role**:
- [Chief Financial Officer](/Processes/Manage_Financial_Resources/JobTypes/Chief_Financial_Officer)
- [Treasurer](/Processes/Manage_Financial_Resources/JobTypes/Treasurer)
- [Financial Controller](/Processes/Manage_Financial_Resources/JobTypes/Financial_Controller)
**Asset Specificity**: mixed
**Automated By Action**:
- [Forecasting Cash Position](/Action/Forecasting_Cash_Position)
- [Reconciling Bank Accounts](/Action/Reconciling_Bank_Accounts)
- [Allocating Capital Budgets](/Action/Allocating_Capital_Budgets)
**Automated By Software**:
- [Treasury Management Systems](/Software/Treasury_Management_Systems)
- [Enterprise Resource Planning Systems](/Software/Enterprise_Resource_Planning_Systems)
**Delivered By Department**:
- [Finance](/Processes/Manage_Financial_Resources/Departments/Finance)
- [Treasury](/Processes/Manage_Financial_Resources/Departments/Treasury)

## Neighborhood

### Related (optimizes)

- [Number of finance function FTEs per 100 business entity employees](/Metrics/Number_of_finance_function_FTEs_per_100_business_entity_employees) — optimizes · Metrics
- [Number of finance function FTEs per $1 billion revenue](/Metrics/Number_of_finance_function_FTEs_per_$1_billion_revenue) — optimizes · Metrics
- [Number of finance function FTEs as a percentage of business entity FTEs](/Metrics/Number_of_finance_function_FTEs_as_a_percentage_of_business_entity_FTEs) — optimizes · Metrics
- [Number of finance function FTEs across the entire organization per $1 billion organization revenue](/Metrics/Number_of_finance_function_FTEs_across_the_entire_organization_per_$1_billion_organization_revenue) — optimizes · Metrics
- [Outsourced cost to perform the finance function per $1,000 revenue](/Metrics/Outsourced_cost_to_perform_the_finance_function_per_$1,000_revenue) — optimizes · Metrics
- [Outsourced cost to perform the finance function as a percentage of total function cost](/Metrics/Outsourced_cost_to_perform_the_finance_function_as_a_percentage_of_total_function_cost) — optimizes · Metrics
- [Other cost to perform the finance function per $100,000 revenue](/Metrics/Other_cost_to_perform_the_finance_function_per_$100,000_revenue) — optimizes · Metrics
- [Other cost to perform the finance function as a percentage of internal finance function cost](/Metrics/Other_cost_to_perform_the_finance_function_as_a_percentage_of_internal_finance_function_cost) — optimizes · Metrics
- [Total cost of continuing operations as percentage of revenue](/Metrics/Total_cost_of_continuing_operations_as_percentage_of_revenue) — optimizes · Metrics

### Industries where this operates

- [Cut and Sew Apparel Manufacturing](/Industries/Cut_and_Sew_Apparel_Manufacturing) — operates in · Industries
- [Automobile and Light Duty Motor Vehicle Manufacturing](/Industries/Automobile_and_Light_Duty_Motor_Vehicle_Manufacturing) — operates in · Industries
- [Building Construction](/Industries/Building_Construction) — operates in · Industries
- [K-12 Education](/Industries/K-12_Education) — operates in · Industries
- [Food And Beverage Manufacturing](/Industries/Food_And_Beverage_Manufacturing) — operates in · Industries
- [Truck Body and Trailer Manufacturing](/Industries/Truck_Body_and_Trailer_Manufacturing) — operates in · Industries
- [Automotive Parts Manufacturing](/Industries/Automotive_Parts_Manufacturing) — operates in · Industries
- [Audio And Video Equipment Manufacturing](/Industries/Audio_And_Video_Equipment_Manufacturing) — operates in · Industries
- [Ship Building and Repairing](/Industries/Ship_Building_and_Repairing) — operates in · Industries
- [Direct Life, Health, and Medical Insurance Carriers](/Industries/Direct_Life,_Health,_and_Medical_Insurance_Carriers) — operates in · Industries
- [All Other Schools and Instruction](/Industries/All_Other_Schools_and_Instruction) — operates in · Industries
- [Direct Insurance (except Life, Health, and Medical) Carriers](/Industries/Direct_Insurance_(except_Life,_Health,_and_Medical)_Carriers) — operates in · Industries
- [Textile Industry](/Industries/Textile_Industry) — operates in · Industries
- [Motor Vehicle Dealers](/Industries/Motor_Vehicle_Dealers) — operates in · Industries
- [Chemical Industry](/Industries/Chemical_Industry) — operates in · Industries
- [Hospitals and Health Care Facilities](/Industries/Hospitals_and_Health_Care_Facilities) — operates in · Industries
- [Automotive Parts, Accessories, and Tire Retailers](/Industries/Automotive_Parts,_Accessories,_and_Tire_Retailers) — operates in · Industries
- [Beverage and Tobacco Product Manufacturing](/Industries/Beverage_and_Tobacco_Product_Manufacturing) — operates in · Industries
- [Business Schools and Computer and Management Training](/Industries/Business_Schools_and_Computer_and_Management_Training) — operates in · Industries
- [Colleges, Universities, and Professional Schools](/Industries/Colleges,_Universities,_and_Professional_Schools) — operates in · Industries
- [Communications Equipment Manufacturing](/Industries/Communications_Equipment_Manufacturing) — operates in · Industries
- [Computer and Peripheral Equipment Manufacturing](/Industries/Computer_and_Peripheral_Equipment_Manufacturing) — operates in · Industries
- [Depository Credit Intermediation](/Industries/Depository_Credit_Intermediation) — operates in · Industries
- [Educational Services](/Industries/Educational_Services) — operates in · Industries
- [Educational Support Services](/Industries/Educational_Support_Services) — operates in · Industries
- [Electric Power Generation, Transmission and Distribution](/Industries/Electric_Power_Generation,_Transmission_and_Distribution) — operates in · Industries
- [Electronics and Appliance Retailers](/Industries/Electronics_and_Appliance_Retailers) — operates in · Industries
- [Executive, Legislative, and Other General Government Support](/Industries/Executive,_Legislative,_and_Other_General_Government_Support) — operates in · Industries
- [Finance and Insurance](/Industries/Finance_and_Insurance) — operates in · Industries
- [Health Care and Social Assistance](/Industries/Health_Care_and_Social_Assistance) — operates in · Industries
- [Information](/Industries/Information) — operates in · Industries
- [Junior Colleges](/Industries/Junior_Colleges) — operates in · Industries
- [Leather and Allied Product Manufacturing](/Industries/Leather_and_Allied_Product_Manufacturing) — operates in · Industries
- [Management of Companies and Enterprises](/Industries/Management_of_Companies_and_Enterprises) — operates in · Industries
- [Manufacturing](/Industries/Manufacturing) — operates in · Industries
- [Manufacturing and Reproducing Magnetic and Optical Media](/Industries/Manufacturing_and_Reproducing_Magnetic_and_Optical_Media) — operates in · Industries
- [Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers](/Industries/Media_Streaming_Distribution_Services,_Social_Networks,_and_Other_Media_Networks_and_Content_Providers) — operates in · Industries
- [Medical Equipment and Supplies Manufacturing](/Industries/Medical_Equipment_and_Supplies_Manufacturing) — operates in · Industries
- [Medical and Diagnostic Laboratories](/Industries/Medical_and_Diagnostic_Laboratories) — operates in · Industries
- [Mining, Quarrying, and Oil and Gas Extraction](/Industries/Mining,_Quarrying,_and_Oil_and_Gas_Extraction) — operates in · Industries
- [Monetary Authorities-Central Bank](/Industries/Monetary_Authorities-Central_Bank) — operates in · Industries
- [Support Activities for Mining](/Industries/Support_Activities_for_Mining) — operates in · Industries
- [Other Transportation Equipment Manufacturing](/Industries/Other_Transportation_Equipment_Manufacturing) — operates in · Industries
- [Paper Manufacturing](/Industries/Paper_Manufacturing) — operates in · Industries
- [Petroleum Refineries](/Industries/Petroleum_Refineries) — operates in · Industries
- [Petroleum and Petroleum Products Merchant Wholesalers](/Industries/Petroleum_and_Petroleum_Products_Merchant_Wholesalers) — operates in · Industries
- [Pharmaceutical and Medicine Manufacturing](/Industries/Pharmaceutical_and_Medicine_Manufacturing) — operates in · Industries
- [Professional, Scientific, and Technical Services](/Industries/Professional,_Scientific,_and_Technical_Services) — operates in · Industries
- [Public Administration](/Industries/Public_Administration) — operates in · Industries
- [Radio and Television Broadcasting Stations](/Industries/Radio_and_Television_Broadcasting_Stations) — operates in · Industries
- [Real Estate and Rental and Leasing](/Industries/Real_Estate_and_Rental_and_Leasing) — operates in · Industries
- [Retail Trade](/Industries/Retail_Trade) — operates in · Industries
- [Scheduled Air Transportation](/Industries/Scheduled_Air_Transportation) — operates in · Industries

### Automated by

- [Reconcile Bank Accounts](/Action/Reconcile_Bank_Accounts) — automated by · Action
- [Allocate Capital Budget](/Action/Allocate_Capital_Budget) — automated by · Action
- [Enterprise Resource Planning Systems](/Software/Enterprise_Resource_Planning_Systems) — automated by · Software
- [Treasury Management Systems](/Software/Treasury_Management_Systems) — automated by · Software
- [Treasury Management System](/Software/Treasury_Management_System) — automated by · Software
- [Enterprise Resource Planning System](/Software/Enterprise_Resource_Planning_System) — automated by · Software
- [Forecast Cash Position](/Action/Forecast_Cash_Position) — automated by · Action
- [Generate Financial Statement](/Action/Generate_Financial_Statement) — automated by · Action
- [Post Accounting Entry](/Action/Post_Accounting_Entry) — automated by · Action

### Problems this exposes

- [intercompany funding allocations untraceable across legal entities in the GL](/Problems/intercompany_funding_allocations_untraceable_across_legal_entities_in_the_GL) — exposes problem · Problems
- [idle cash sweeps across bank accounts done by hand, missing overnight yield](/Problems/idle_cash_sweeps_across_bank_accounts_done_by_hand,_missing_overnight_yield) — exposes problem · Problems
- [covenant headroom recalculated manually after each draw on the revolving credit facility](/Problems/covenant_headroom_recalculated_manually_after_each_draw_on_the_revolving_credit_facility) — exposes problem · Problems
- [cash-flow forecasts in spreadsheets drift from actuals as AP/AR timing slips](/Problems/cash-flow_forecasts_in_spreadsheets_drift_from_actuals_as_AP%2FAR_timing_slips) — exposes problem · Problems
- [budget-vs-actual variance explanations reconstructed from memory at month-end](/Problems/budget-vs-actual_variance_explanations_reconstructed_from_memory_at_month-end) — exposes problem · Problems
- [Cash And Funding Decisions Lag A Fragmented Financial Picture](/Problems/Cash_And_Funding_Decisions_Lag_A_Fragmented_Financial_Picture) — exposes problem · Problems
- [Retain Transactional Accounting Staff](/Problems/Retain_Transactional_Accounting_Staff) — exposes problem · Problems
- [Accelerate Month-End Close](/Problems/Accelerate_Month-End_Close) — exposes problem · Problems
- [Resolve Vendor Payment Disputes](/Problems/Resolve_Vendor_Payment_Disputes) — exposes problem · Problems
- [Forecast Operating Cash Flow](/Problems/Forecast_Operating_Cash_Flow) — exposes problem · Problems
- [Collect Audit Evidence](/Problems/Collect_Audit_Evidence) — exposes problem · Problems
- [Reduce Days Sales Outstanding](/Problems/Reduce_Days_Sales_Outstanding) — exposes problem · Problems
- [Detect Expense Reimbursement Fraud](/Problems/Detect_Expense_Reimbursement_Fraud) — exposes problem · Problems
- [Calculate Multi-Jurisdiction Tax](/Problems/Calculate_Multi-Jurisdiction_Tax) — exposes problem · Problems

### Outsourced to

- [Treasury Management Service Providers](/CompanyTypes/Treasury_Management_Service_Providers) — outsourced to · CompanyTypes
- [Outsourced Accounting Firms](/CompanyTypes/Outsourced_Accounting_Firms) — outsourced to · CompanyTypes
- [Audit Firm](/CompanyTypes/Audit_Firm) — outsourced to · CompanyTypes
- [Finance and Accounting Outsourcing Provider](/CompanyTypes/Finance_and_Accounting_Outsourcing_Provider) — outsourced to · CompanyTypes
- [Accounting Firm](/CompanyTypes/Accounting_Firm) — outsourced to · CompanyTypes

### Delivered by

- [Financial Controller](/JobTypes/Financial_Controller) — delivered by · JobTypes
- [Treasurer](/JobTypes/Treasurer) — delivered by · JobTypes
- [Treasury Manager](/JobTypes/Treasury_Manager) — delivered by · JobTypes
- [Controller](/JobTypes/Controller) — delivered by · JobTypes
- [Chief Financial Officer](/JobTypes/Chief_Financial_Officer) — delivered by · JobTypes
- [Treasury](/Departments/Treasury) — delivered by · Departments
- [Finance](/Departments/Finance) — delivered by · Departments

### Performed by

- [Financial and Investment Analysts](/Occupations/Financial_and_Investment_Analysts) — performed by · Occupations
- [Tax Preparers](/Occupations/Tax_Preparers) — performed by · Occupations
- [Bookkeeping, Accounting, and Auditing Clerks](/Occupations/Bookkeeping,_Accounting,_and_Auditing_Clerks) — performed by · Occupations
- [Accountants and Auditors](/Occupations/Accountants_and_Auditors) — performed by · Occupations
- [Credit Analysts](/Occupations/Credit_Analysts) — performed by · Occupations
- [Budget Analysts](/Occupations/Budget_Analysts) — performed by · Occupations
- [Financial Managers](/Occupations/Financial_Managers) — performed by · Occupations

### Measured by

- [Percentage change in finance function FTEs over the past 12 months](/Metrics/Percentage_change_in_finance_function_FTEs_over_the_past_12_months) — measured by · Metrics
- [Percentage of finance COE employees working virtually](/Metrics/Percentage_of_finance_COE_employees_working_virtually) — measured by · Metrics
- [Percentage of finance function FTEs added/hired in the past 12 months attributed to AI](/Metrics/Percentage_of_finance_function_FTEs_added%2Fhired_in_the_past_12_months_attributed_to_AI) — measured by · Metrics
- [Percentage of finance function FTEs eliminated/redeployed in the past 12 months attributed to AI](/Metrics/Percentage_of_finance_function_FTEs_eliminated%2Fredeployed_in_the_past_12_months_attributed_to_AI) — measured by · Metrics
- [Percentage of finance function FTEs having had skill requirement changes in the past 12 months](/Metrics/Percentage_of_finance_function_FTEs_having_had_skill_requirement_changes_in_the_past_12_months) — measured by · Metrics
- [Percentage of finance function FTEs having had skill requirement changes in the past 12 months as the result of AI adoption](/Metrics/Percentage_of_finance_function_FTEs_having_had_skill_requirement_changes_in_the_past_12_months_as_the_result_of_AI_adoption) — measured by · Metrics
- [Percentage of finance function IT costs allocated to controls and risk management](/Metrics/Percentage_of_finance_function_IT_costs_allocated_to_controls_and_risk_management) — measured by · Metrics
- [Percentage of finance function IT costs allocated to decision support](/Metrics/Percentage_of_finance_function_IT_costs_allocated_to_decision_support) — measured by · Metrics
- [Percentage of finance function IT costs allocated to management activities](/Metrics/Percentage_of_finance_function_IT_costs_allocated_to_management_activities) — measured by · Metrics
- [Percentage of finance function IT costs allocated to transaction processing](/Metrics/Percentage_of_finance_function_IT_costs_allocated_to_transaction_processing) — measured by · Metrics
- [Percentage of finance function time allocated to control](/Metrics/Percentage_of_finance_function_time_allocated_to_control) — measured by · Metrics
- [Percentage of finance function time allocated to control in three years](/Metrics/Percentage_of_finance_function_time_allocated_to_control_in_three_years) — measured by · Metrics
- [Percentage of finance function time allocated to decision support](/Metrics/Percentage_of_finance_function_time_allocated_to_decision_support) — measured by · Metrics
- [Percentage of finance function time allocated to decision support in three years](/Metrics/Percentage_of_finance_function_time_allocated_to_decision_support_in_three_years) — measured by · Metrics
- [Percentage of finance function time allocated to management activities](/Metrics/Percentage_of_finance_function_time_allocated_to_management_activities) — measured by · Metrics
- [Percentage of finance function time allocated to management activities in three years](/Metrics/Percentage_of_finance_function_time_allocated_to_management_activities_in_three_years) — measured by · Metrics
- [Percentage of finance function time allocated to transaction processing](/Metrics/Percentage_of_finance_function_time_allocated_to_transaction_processing) — measured by · Metrics
- [Percentage of finance function time allocated to transaction processing in three years](/Metrics/Percentage_of_finance_function_time_allocated_to_transaction_processing_in_three_years) — measured by · Metrics
- [Percentage of finance shared services employees working virtually](/Metrics/Percentage_of_finance_shared_services_employees_working_virtually) — measured by · Metrics
- [Percentage of journal entries that are automated or system generated at the finance shared services center](/Metrics/Percentage_of_journal_entries_that_are_automated_or_system_generated_at_the_finance_shared_services_center) — measured by · Metrics
- [Percentage of labor savings observed through implementation of end-to-end processes at the finance shared services center](/Metrics/Percentage_of_labor_savings_observed_through_implementation_of_end-to-end_processes_at_the_finance_shared_services_center) — measured by · Metrics
- [Percentage of labor savings out of total savings observed through implementation of a finance shared services center](/Metrics/Percentage_of_labor_savings_out_of_total_savings_observed_through_implementation_of_a_finance_shared_services_center) — measured by · Metrics
- [Percentage of non-labor savings observed through implementation of end-to-end processes at the finance shared services center](/Metrics/Percentage_of_non-labor_savings_observed_through_implementation_of_end-to-end_processes_at_the_finance_shared_services_center) — measured by · Metrics
- [Percentage of non-labor savings out of total savings observed through implementation of a finance shared services center](/Metrics/Percentage_of_non-labor_savings_out_of_total_savings_observed_through_implementation_of_a_finance_shared_services_center) — measured by · Metrics
- [Percentage of other savings out of total savings observed through implementation of a finance shared services center](/Metrics/Percentage_of_other_savings_out_of_total_savings_observed_through_implementation_of_a_finance_shared_services_center) — measured by · Metrics
- [Percentage of overall finance shared services employees working virtually](/Metrics/Percentage_of_overall_finance_shared_services_employees_working_virtually) — measured by · Metrics
- [Percentage of total finance function FTEs allocated to other non-defined finance processes](/Metrics/Percentage_of_total_finance_function_FTEs_allocated_to_other_non-defined_finance_processes) — measured by · Metrics
- [Other cost of the finance function as a percentage of the total cost of the finance function](/Metrics/Other_cost_of_the_finance_function_as_a_percentage_of_the_total_cost_of_the_finance_function) — measured by · Metrics
- [Amount of non-labor savings generated from the implementation of a finance shared services center per $1,000 revenue](/Metrics/Amount_of_non-labor_savings_generated_from_the_implementation_of_a_finance_shared_services_center_per_$1,000_revenue) — measured by · Metrics
- [Amount of non-labor savings generated from the implementation of end-to-end processes in the finance shared services center per $1,000 revenue](/Metrics/Amount_of_non-labor_savings_generated_from_the_implementation_of_end-to-end_processes_in_the_finance_shared_services_center_per_$1,000_revenue) — measured by · Metrics
- [Average number of learning days per finance function employee](/Metrics/Average_number_of_learning_days_per_finance_function_employee) — measured by · Metrics
- [Average span of control for the finance function](/Metrics/Average_span_of_control_for_the_finance_function) — measured by · Metrics
- [Average tenure, in years, of FTEs currently dedicated to planning, budgeting and management and capital project accounting processes](/Metrics/Average_tenure,_in_years,_of_FTEs_currently_dedicated_to_planning,_budgeting_and_management_and_capital_project_accounting_processes) — measured by · Metrics
- [Cycle time in days to perform the order-to-cash (O2C) processes](/Metrics/Cycle_time_in_days_to_perform_the_order-to-cash_(O2C)_processes) — measured by · Metrics
- [Employee turnover rate for FTEs dedicated to planning, budgeting and management and capital project accounting processes](/Metrics/Employee_turnover_rate_for_FTEs_dedicated_to_planning,_budgeting_and_management_and_capital_project_accounting_processes) — measured by · Metrics
- [Estimate if not using AI - Total cost to perform the finance function as a percentage of revenue](/Metrics/Estimate_if_not_using_AI_-_Total_cost_to_perform_the_finance_function_as_a_percentage_of_revenue) — measured by · Metrics
- [Estimate if not using AI - Total cost to perform the finance function per $1,000 revenue](/Metrics/Estimate_if_not_using_AI_-_Total_cost_to_perform_the_finance_function_per_$1,000_revenue) — measured by · Metrics
- [Estimate if not using AI - Total cost to perform the finance function per business entity employee](/Metrics/Estimate_if_not_using_AI_-_Total_cost_to_perform_the_finance_function_per_business_entity_employee) — measured by · Metrics
- [First contact resolution rate for the finance shared services center](/Metrics/First_contact_resolution_rate_for_the_finance_shared_services_center) — measured by · Metrics
- [Internal cost to perform the finance function as a percentage of total finance function cost](/Metrics/Internal_cost_to_perform_the_finance_function_as_a_percentage_of_total_finance_function_cost) — measured by · Metrics
- [Learning budget per finance function employee](/Metrics/Learning_budget_per_finance_function_employee) — measured by · Metrics
- [Net income plus interest as a percentage of total assets](/Metrics/Net_income_plus_interest_as_a_percentage_of_total_assets) — measured by · Metrics
- [New transaction account income as a percentage of fee income](/Metrics/New_transaction_account_income_as_a_percentage_of_fee_income) — measured by · Metrics
- [Non-interest expense as a percentage of total assets](/Metrics/Non-interest_expense_as_a_percentage_of_total_assets) — measured by · Metrics
- [Number of FTEs that perform other non-defined finance processes per $1 billion revenue](/Metrics/Number_of_FTEs_that_perform_other_non-defined_finance_processes_per_$1_billion_revenue) — measured by · Metrics
- [Number of FTEs that perform the order-to-cash processes per $1 billion revenue](/Metrics/Number_of_FTEs_that_perform_the_order-to-cash_processes_per_$1_billion_revenue) — measured by · Metrics
- [Number of business entity employees per finance function FTE](/Metrics/Number_of_business_entity_employees_per_finance_function_FTE) — measured by · Metrics
- [Number of clerical FTEs involved in F&A operations as a percentage of total finance function FTEs](/Metrics/Number_of_clerical_FTEs_involved_in_F&A_operations_as_a_percentage_of_total_finance_function_FTEs) — measured by · Metrics
- [Number of employees per legal entity supported by the finance shared services center](/Metrics/Number_of_employees_per_legal_entity_supported_by_the_finance_shared_services_center) — measured by · Metrics
- [Number of management FTEs involved in finance function operations as a percentage of total finance function FTEs](/Metrics/Number_of_management_FTEs_involved_in_finance_function_operations_as_a_percentage_of_total_finance_function_FTEs) — measured by · Metrics
- [Number of professional FTEs involved in finance function operations as a percentage of total finance function FTEs](/Metrics/Number_of_professional_FTEs_involved_in_finance_function_operations_as_a_percentage_of_total_finance_function_FTEs) — measured by · Metrics
- [Number of separate finance-related shared services centers throughout the entire organization](/Metrics/Number_of_separate_finance-related_shared_services_centers_throughout_the_entire_organization) — measured by · Metrics
- [Overhead cost of the finance function as a percentage of the total cost of the finance function](/Metrics/Overhead_cost_of_the_finance_function_as_a_percentage_of_the_total_cost_of_the_finance_function) — measured by · Metrics
- [Overhead cost to perform the finance function as a percentage of internal finance function cost](/Metrics/Overhead_cost_to_perform_the_finance_function_as_a_percentage_of_internal_finance_function_cost) — measured by · Metrics
- [Overhead cost to perform the finance function per $100,000 revenue](/Metrics/Overhead_cost_to_perform_the_finance_function_per_$100,000_revenue) — measured by · Metrics
- [Overhead cost to perform the finance function per finance function FTE](/Metrics/Overhead_cost_to_perform_the_finance_function_per_finance_function_FTE) — measured by · Metrics
- [Percentage of total finance function FTEs not directly reporting to the finance and accounting organization](/Metrics/Percentage_of_total_finance_function_FTEs_not_directly_reporting_to_the_finance_and_accounting_organization) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via chat](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_chat) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via email](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_email) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via employee portal](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_employee_portal) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via other channels](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_other_channels) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via phone](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_phone) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via vendor portal](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_vendor_portal) — measured by · Metrics
- [Percentage of total inbound finance shared services center requests received via walk-up](/Metrics/Percentage_of_total_inbound_finance_shared_services_center_requests_received_via_walk-up) — measured by · Metrics
- [Percentage virtual workforce under the normal operating model at the finance shared services](/Metrics/Percentage_virtual_workforce_under_the_normal_operating_model_at_the_finance_shared_services) — measured by · Metrics
- [Personnel cost to perform finance function per finance function FTE](/Metrics/Personnel_cost_to_perform_finance_function_per_finance_function_FTE) — measured by · Metrics
- [Personnel cost to perform the finance function as a percentage of internal finance function cost](/Metrics/Personnel_cost_to_perform_the_finance_function_as_a_percentage_of_internal_finance_function_cost) — measured by · Metrics
- [Personnel cost to perform the finance function as a percentage of total function cost](/Metrics/Personnel_cost_to_perform_the_finance_function_as_a_percentage_of_total_function_cost) — measured by · Metrics
- [Personnel cost to perform the finance function per $1,000 revenue](/Metrics/Personnel_cost_to_perform_the_finance_function_per_$1,000_revenue) — measured by · Metrics
- [Return on investment (ROI) due to AI initiatives in finance](/Metrics/Return_on_investment_(ROI)_due_to_AI_initiatives_in_finance) — measured by · Metrics
- [Selling, general, and administrative (SGA) costs as a percentage of business entity revenue](/Metrics/Selling,_general,_and_administrative_(SGA)_costs_as_a_percentage_of_business_entity_revenue) — measured by · Metrics
- [Systems cost to perform the finance function as a percentage of internal finance function cost](/Metrics/Systems_cost_to_perform_the_finance_function_as_a_percentage_of_internal_finance_function_cost) — measured by · Metrics
- [Systems cost to perform the finance function as a percentage of total function cost](/Metrics/Systems_cost_to_perform_the_finance_function_as_a_percentage_of_total_function_cost) — measured by · Metrics
- [Systems cost to perform the finance function per $100,000 revenue](/Metrics/Systems_cost_to_perform_the_finance_function_per_$100,000_revenue) — measured by · Metrics
- [Total annual fee income per $1,000 revenue](/Metrics/Total_annual_fee_income_per_$1,000_revenue) — measured by · Metrics
- [Total annual non-interest expense per $1,000 revenue](/Metrics/Total_annual_non-interest_expense_per_$1,000_revenue) — measured by · Metrics
- [Total annual operating expense per $1,000 revenue](/Metrics/Total_annual_operating_expense_per_$1,000_revenue) — measured by · Metrics
- [Total cost to operate the finance shared services center(s) per $1,000 revenue](/Metrics/Total_cost_to_operate_the_finance_shared_services_center(s)_per_$1,000_revenue) — measured by · Metrics
- [Total cost to operate the finance shared services center(s) per finance shared services center employee](/Metrics/Total_cost_to_operate_the_finance_shared_services_center(s)_per_finance_shared_services_center_employee) — measured by · Metrics
- [Total cost to operate the finance shared services center(s) per shared services center FTE](/Metrics/Total_cost_to_operate_the_finance_shared_services_center(s)_per_shared_services_center_FTE) — measured by · Metrics
- [Total cost to perform record-to-report processes per $1 billion revenue](/Metrics/Total_cost_to_perform_record-to-report_processes_per_$1_billion_revenue) — measured by · Metrics
- [Total cost to perform the finance function as a percentage of revenue](/Metrics/Total_cost_to_perform_the_finance_function_as_a_percentage_of_revenue) — measured by · Metrics
- [Total cost to perform the finance function as a percentage of selling, general, and administrative (SGA) costs](/Metrics/Total_cost_to_perform_the_finance_function_as_a_percentage_of_selling,_general,_and_administrative_(SGA)_costs) — measured by · Metrics
- [Total cost to perform the finance function per $1,000 revenue](/Metrics/Total_cost_to_perform_the_finance_function_per_$1,000_revenue) — measured by · Metrics
- [Total cost to perform the finance function per business entity employee](/Metrics/Total_cost_to_perform_the_finance_function_per_business_entity_employee) — measured by · Metrics
- [Total cost to perform the finance function per finance function FTE](/Metrics/Total_cost_to_perform_the_finance_function_per_finance_function_FTE) — measured by · Metrics
- [Total cost to perform the order-to-cash processes per $1,000 revenue](/Metrics/Total_cost_to_perform_the_order-to-cash_processes_per_$1,000_revenue) — measured by · Metrics
- [Total cost to perform the order-to-cash processes per process FTE](/Metrics/Total_cost_to_perform_the_order-to-cash_processes_per_process_FTE) — measured by · Metrics
- [Total number of ERPs or ERP instances throughout the entire finance shared services organization](/Metrics/Total_number_of_ERPs_or_ERP_instances_throughout_the_entire_finance_shared_services_organization) — measured by · Metrics
- [Total number of finance employees dedicated to "Problem desk" or "Customer Care" inquiries as a percentage of finance shared services center employees](/Metrics/Total_number_of_finance_employees_dedicated_to_"Problem_desk"_or_"Customer_Care"_inquiries_as_a_percentage_of_finance_shared_services_center_employees) — measured by · Metrics

### Latent gaps

- [AI Expense Auditing](/Opportunities/AI_Expense_Auditing) — latent gap · Opportunities
- [Treasury Forecasting Engine](/Opportunities/Treasury_Forecasting_Engine) — latent gap · Opportunities
- [Collections Automation](/Opportunities/Collections_Automation) — latent gap · Opportunities
- [Audit Request Fulfillment](/Opportunities/Audit_Request_Fulfillment) — latent gap · Opportunities
- [AP Dispute Automation](/Opportunities/AP_Dispute_Automation) — latent gap · Opportunities
- [AI Ledger Reconciliation](/Opportunities/AI_Ledger_Reconciliation) — latent gap · Opportunities