---
type: source-summary
title: 'Source: 10-ROLE-BRIEF-CFO.md'
modified: 2026-04-07
tags:
  - role-brief
  - cfo
  - source
---

# Source: 10-ROLE-BRIEF-CFO.md

## What this source is

A very compact (285-char) talking-points sheet aimed at the CFO of Squire who must approve the pilot. It is part of a three-source set (`10-CFO`, `11-CTO`, `12-COO`) inside the Squire Executive Package v2 — the user-curated decision-maker briefs in the notebook manifest.

The structure is two-bucket: **Decision Frame** (the numbers the CFO needs to anchor on) and **Validate** (the evidence the CFO should ask for before approving). It is not a narrative brief — it's a pre-meeting cheat sheet.

## Key claims

1. **Pilot ask is $50K–$75K.** → confirms claim 12 of [[sources/01-executive-summary]] from a second source. Lands on [[pages/concepts/pilot-30-60-90]] and [[pages/role-briefs/cfo]].
2. **3-year ROI range is 25–157%.** → confirms claim 13 of [[sources/01-executive-summary]] from a second source. Lands on [[pages/concepts/pilot-30-60-90]] and [[pages/role-briefs/cfo]].
3. **Payback signal is ~6 months in model assumptions.** → NEW claim, not in 01-executive-summary. Lands on [[pages/concepts/pilot-30-60-90]] and [[pages/role-briefs/cfo]].
4. **Pilot cost is capped before the scale decision.** → reinforces the "evidence-based and reversible" posture of [[pages/concepts/pilot-30-60-90]]. Lands on [[pages/role-briefs/cfo]].
5. **Scenario inputs are adjustable and transparent.** → NEW claim — implies the ROI calculator (likely `04-ROI-CALCULATOR.md`) is parameterized so the CFO can stress-test assumptions. Lands on [[pages/role-briefs/cfo]] with a note that ROI calculator hasn't been ingested yet.
6. **Day-90 gate includes economics and adoption proof.** → NEW: extends the existing pilot gate description with two explicit gate criteria (economics + adoption). The 01-executive-summary said only "go/no-go decision at end of pilot" without naming the criteria. Lands on [[pages/concepts/pilot-30-60-90]] and [[pages/role-briefs/cfo]].

## Pages updated by this ingest

**Created** (1 new page):
- [[pages/role-briefs/cfo]]

**Updated** (1 existing page):
- [[pages/concepts/pilot-30-60-90]] — added payback signal, gate criteria, second-source confirmation of the $50-75K and 25-157% numbers

## Notable quotes

The source is too compact to have "quotes" in the literary sense. The full text fits below:

> CFO Brief — Decision Frame: Pilot ask: $50-75K. 3-year ROI range: 25-157%. Payback signal: around 6 months in model assumptions. Validate: Pilot cost is capped before scale decision. Scenario inputs are adjustable and transparent. Day-90 gate includes economics and adoption proof.

## Cross-references / contradictions found

- **Two-source confirmation of pilot economics**: the $50-75K pilot ask and 25-157% 3-year ROI both appear in [[sources/01-executive-summary]] (slide 9) and again here. No contradiction; they reinforce each other and bump confidence on those numbers from "single-source" to "consistent across two sources."
- **Open question partially resolved**: [[sources/01-executive-summary]] flagged "what are the defined success gates?" as an open question. This source partially answers it for the day-90 gate ("economics and adoption proof") but the day-30 and day-60 gates remain unspecified — the COO brief and `13-PILOT-30-60-90.md` will likely fill the rest.
- **Hint at unread source**: "Scenario inputs are adjustable and transparent" implies `04-ROI-CALCULATOR.md` is an interactive scenario tool, not a fixed projection — flag for next ingest pass.

## Notes

- The source is intentionally minimal — it is a *talking-points* artifact, not a finance memo. A real CFO finance memo would have model assumptions, sensitivity tables, and a recommendation. This is what the CFO is supposed to *carry into* a meeting, not what they get from finance.
- The 3-year ROI range of 25–157% is still unusually wide. The "payback signal: around 6 months" claim implicitly anchors the lower bound of that range — even at 25% three-year ROI, payback within 6 months is plausible if the bulk of the value is front-loaded operational savings.