CFO & Strategy
Annual Financial Planning Process
Collated by Harry Prabandham
Curated by Rubric Financial
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Planning Calendar & Process
- Begin annual planning in Q4 (October-November) with a strategic review, finalize the budget in December, and launch in January
- Start top-down with board-level strategic priorities and revenue targets, then build bottoms-up departmental plans to validate feasibility
- Involve department leads in the planning process—CFO sets guardrails and constraints, but functional leaders own their budgets
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