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Being a successful finance partner is challenging. Finance partners are meant to help drive business performance and improve strategic decision making. But the role is a lot more than performing analysis and sending spreadsheets along to your internal clients.

Let’s first start with the foundation. Of course, you’re going to have to master the finance and accounting core competencies. But unlike corporate accounting or audit, finance partnering is not typically taught in the curriculums of finance or accounting programs. And that’s because finance partnering is as much about personality and mindset than it is technical competence.

So here is the…

Jonathan Au

Canadian Management CPA. On a mission to synergize finance with programming and data science.

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