Finance Manager OKR Examples

Establish triggers to keep forecasting in sync with business

The goal of this objective is to automate our internal accounting process

• Run a financial analysis on the last 12 months data
• Demonstrate deviations and create automated triggers
• Create 1 shared dashboard for daily analysis

Reduce monthly SaaS subscription costs by 20%

The goal of this objective is to reduce the subscription costs from SaaS

• Establish a central system to keep track of all SaaS solutions and their costs
• Create a report to show the spendings by percentage with a monthly dynamic
• Cancel all not widely used solutions to reduce the costs by 20%

Create a revenue forecast for all profit centers

The goal of this objective is to get a better understanding of how to navigate through the crisis

• Hold 3 workshops with sales and marketing
• Develop 1 revenue forecast by the end of June
• Present and get approval from the board

Optimize overall operative performance

• Maintain margins above 15%
• Maintain total cost below 10%
• Achieve a customer satisfaction rate greater than 85%