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Building Your Finance Team

4.5 hours
14 lessons

Scaling your finance function is critical to growth. Learn when to hire, who to hire, and how to build a finance team that supports your business goals.

What You'll Learn

  • Determine when to make your first finance hire
  • Understand different finance roles and responsibilities
  • Build the right team structure for your stage
  • Choose between outsourcing and in-house
  • Select the right systems and tools
  • Create scalable finance processes

Course Curriculum

Module 1: When to Hire

  • Signs you need finance help
  • First hire: Controller vs. CFO
  • Fractional vs. full-time

Module 2: Team Structure

  • Finance org design
  • Roles and responsibilities
  • Scaling your team

Module 3: Systems & Tools

  • Choosing accounting software
  • FP&A tools
  • Building your tech stack

Module 4: Outsourcing Strategy

  • What to outsource
  • Managing outsourced teams
  • Transitioning to in-house

Who Is This For?

  • Founders ready to hire finance talent
  • CEOs building their leadership team
  • Finance leaders scaling their function
  • Anyone planning finance team growth

What's Included

  • Lifetime access to all video lessons
  • Finance hiring guide
  • Job description templates
  • Systems evaluation framework
  • Certificate of completion
$149
one-time payment
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Lifetime Access
Learn at your own pace, forever
Downloadable Resources
Templates and tools included
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Certificate
Upon course completion

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