Define, Test, and Optimize Your Next Finance Hire. Before You Hire.
Hiring for a new finance position can be challenging. Many companies struggle to define the right responsibilities, workflows, and qualifications for a new hire. Without clarity, businesses risk hiring the wrong person or structuring the role inefficiently.
At Flintmark Financial Consulting, our Embedded Role Consulting service helps businesses test, refine, and document finance roles before making a full-time hire. Our experts temporarily step into the role, handle the workload, analyze workflows, and create a blueprint for the ideal hire—ensuring a smooth transition and a well-structured position.
How Our Embedded Role Consulting Works
- Step 1: Interim Role Coverage & Workload Analysis
- A Flintmark finance expert temporarily fills the new role, handling the workload and evaluating current workflows, gaps, and inefficiencies.
- Step 2: Process & Workflow Optimization
- We assess how the role interacts with existing teams and systems. Then, we streamline workflows, redistribute tasks if needed, and identify areas for automation or process improvements.
- Step 3: Role Definition & Structure
- Based on real-world insights, we provide a data-driven recommendation for the position, including:
- Key responsibilities & deliverables
- Workload distribution
- Necessary qualifications & experience
- Optimal reporting structure
- Based on real-world insights, we provide a data-driven recommendation for the position, including:
- Step 4: Documentation & Training Preparation
- We create:
- Standard Operating Procedures (SOPs) for the role
- Training guides to ensure a seamless transition for the new hire
- A structured role description to streamline hiring & onboarding
- We create:
- Step 5: Hiring Strategy & Advisory
- As a neutral third party, we advise leadership on the ideal job structure, skills required, and hiring criteria—helping companies avoid mis-hires and inefficiencies.
- Overlap & Hands-On Training for the New Hire
- Once the right candidate is hired, our consultant overlaps with the new employee, providing hands-on training and role transition support. This ensures the new hire steps into a fully structured role with documented workflows, reducing the manager’s training burden.
Why Choose Flintmark for Embedded Role Consulting?
- Eliminates Hiring Guesswork – Ensures the role is well-defined before bringing in a full-time employee.
- Saves Time & Money – Avoids costly hiring mistakes and misaligned job expectations.
- Optimizes Workflows & Processes – Ensures the new role is efficiently integrated into the existing team.
- Creates Clear Documentation – SOPs and training materials allow for a seamless onboarding process.
- Provides an Unbiased Perspective – A neutral third party ensures objective, data-driven recommendations for structuring the position.
Let’s build a stronger financial future together.
At Flintmark Financial Consulting, we ensure new finance positions are optimized before hiring, so businesses get the right person, in the right role, with the right processes in place.