The Finance Business Partner - 16 Behaviours of World Class
The essential skills and mindset to move your team fro Calculators to Coaches
The 16 behaviours of World class finance business partners
Finance is changing fast. Do your team have the skills and mindset to influence decisions and remain relevant?
Are you ready for the finance revolution?
The future of finance is robots, a small number of exception fixers, and commercially-focussed influencers.
Finance is changing fast
Over the next 5 -15 years automation will change finance, freeing up time for us to be better business partners and leaders.
Month end no longer exists as we know it, as transactions are live time. Forecasts are automated, continuous, rolling, as far out as you want. And with a rolling forecast the annual budget process is largely eliminated.
The future of finance is robots, a small number of exception ‘fixers’, and a small number of dedicated commercially-focussed people with financial expertise.
These pure business partners will be in demand and highly paid. Some will be very, very highly paid.
I call then Super Business Partners.
Prepare your team for the finance revolution by moving from Calculator to Coach and developing the 16 behaviours of World Class finance business partners.
The future of finance is automation and a small number of relationship-building influencers.
The 16 behaviours of World class
The essential mindsets and behaviours that will move your team from Calculators to Coaches
The 16 behaviours of World class FBPs
The best FBPs have the 4 essential skills:
1. Build relationships
2. Turn data in insights
3. Bring numbers to life
4. Influence, sell & negotiate
And there are 4 maturity levels:
1. the CALCULATOR
2. the DASHBOARD
3. the COACH
4. the LEADER
Are your team dealing in data or insight?
Data answers the question what. Information answers the question why. And insight answers the question so what.
How far up insight mountain are your team?
The 16 behaviours can be simplified into just 1 model - Insight Mountain.
Data answers the question what?
Information answers the question why?
And insight answers the questions: so what, what next, how could we improve?
Finance are great at telling people what happened and surface whys.
And poor at giving people commercial drivers and helping to answer the so what.
And that's the fundamental difference between an accountant who tells people that sales are 4% below budget due to customer X.
And a finance business partner who say, hey: here are 3 things we could think about to grow sales and margin.
We work with finance teams to move them from data to genuine commercial insight that influences decisions.
Why listen to us?
We've been senior finance leaders, but our methodology comes directly from our experience in sales and marketing.
I’m Andy Shambrook. I used to be a finance business partner, struggling to build relationships and influence alongside reporting, budgeting, and forecasting.
When I became finance director I wanted to make time for genuine business partnering. So I put all reporting, budgeting and forecasting into a FP&A team. And created a few genuine, dedicated FBP roles.
Separating FP&A activities from FBP activities transforms finance's influence
Then I became a sales director. and saw a whole new perspective on finance business partnering.
In sales I learned to communicate clear messages, sell my ideas, and negotiate for win-win outcomes. I realised that these are the missing ingredients for finance influence.
In 2014 I founded The Finance Business Partner, and over the last 5 years I've worked with over 5,000 finance people and over 100 companies across the World in every sector.
All my partners are finance leaders with experience outside of finance, who train and consult from direct experience, not text books.
Andy Shambrook FCA, Founder and Managing Partner
Iain Dewson, Partner
Hi, I’m Iain Dewson. I’m a FCA and I’ve held senior finance roles across retail, investment banking, advertising, marketing services and insurance.
Most recently I was Head of Finance Academy at TUI (in the group HR L&D function) leading global finance learning for 3,500 people in 40 countries.
In 2019 I joined The Finance Business Partner, specialising in helping teams build better relationships, bring numbers to life and influence decisions.
My style is very conversational and relaxed. I get people on their feet in my workshops, talking, sharing and applying learning.
Iain Dewson, FCA, Partner
Some of our clients
Over the last 5 years we've worked with over 5,000 finance business partners across over 100 companies all over the World.
You are more than welcome to contact any of our clients to get a first hand view of how we helped them.
Training & development options
Choose from online video courses, public workshops or tailored in-house development programmes
Not your typical finance training
We offer online video courses, public workshops, and in-house tailored development programmes.
We start by benchmarking your team vs. our 16 behaviours and database of 2,000+ people.
Then we design interactive group exercises, business simulations, and real-life tasks to create deep mindset and behavioural change.
No PowerPoint. No theories. Just real-life practical tools from people who have been there and done it - both in and outside of finance.
Work with us and you'll get 10% what, and 90% how.
In fact 80% of what we show you comes from our experience outside of finance.
This isn't finance training, it's sales and marketing training for future finance leaders.
If you'd like to find out more about our training packages visit: