I’m happy to help you with that. A company’s financial strategy is a plan that outlines how the company will manage its finances to achieve its goals. It combines financial planning with strategic planning to create a roadmap aligned to enterprise goals . The finance strategy should assess current resources, costs, and budget; define the long-term direction of the corporate finance function; and articulate what finance will do to deliver on goals for growth and innovation . It should also set priorities and manage costs and resource trade-offs to support enterprise success .
If you’re interested in learning more about how to create a finance strategy for your business, Gartner provides a one-page finance strategic plan template that can help you communicate key elements of your strategic plan for finance . The template can be used to build a clear, measurable finance strategic plan aligned to your organizational goals, combat costly planning mistakes, and capture and communicate your finance strategy to stakeholders .