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Stepping into the CFO role at a B2B SaaS company is a high-stakes transition.
This playbook equips you with proven frameworks, key priorities, and actionable checklists to navigate your first 90 days with confidence.
Inside, you’ll learn how to:
✅ Validate key revenue assumptions, build cross-functional trust, and secure early wins
🔍 Identify high-impact process improvements and assess the finance team’s strengths
🎯 Deliver strategic insights that position finance as a driver of growth, not just a reporting function