Finance / Free editable template

Finance team by process ownership template

A finance team works best when every end-to-end process has a clear owner. This board organises the team by process rather than hierarchy, showing the owner of record to report, procure to pay, order to cash, plan to perform and treasury and tax, who works in each, and how much of each person's time goes to that process.

This is a planning example, not financial, accounting, tax or legal advice. Check your own policies, auditors and local rules.

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Finance team by process ownership example showing five end-to-end finance processes, an owner for each process, time split for each person
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. List your processes

    Use the five processes or rename them to match how your team works.

  2. Name an owner

    Give each process one owner who is accountable for it end to end, even if several people work in it.

  3. Show the time split

    Estimate how much of each person's time goes to each process. Gaps and overloads become visible.

Questions about this template

How do I fill in the time split for each person?

Write the share of each person's week spent on each process. Anyone over 100 per cent, or a process with little time, shows where ownership needs a look.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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