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Mastering Momentum: Sustaining Drive in Finance Teams

Mastering Momentum: Sustaining Drive in Finance Teams

12/24/2025
Marcos Vinicius
Mastering Momentum: Sustaining Drive in Finance Teams

The year 2026 looms as a pivotal moment for finance professionals worldwide.

They are navigating a landscape fraught with data management crises and escalating pressures to achieve more with fewer resources.

This environment demands not just survival but a proactive approach to building unstoppable momentum.

By understanding the core challenges and implementing strategic solutions, teams can turn adversity into opportunity.

The journey begins with recognizing the mounting pressures that threaten to stall progress.

The Mounting Pressures: A Deep Dive into Challenges

Finance teams are grappling with a perfect storm of inefficiencies and external threats.

Data management has emerged as a critical pain point for 93% of teams.

This is exacerbated by the average use of four or more tools, leading to fragmented workflows.

Inefficiencies abound, with leaders spending over five hours weekly re-creating reports.

Moreover, 58% are trapped in the cycle of transferring data between systems.

External factors add layers of complexity to an already strained environment.

  • Supply chain disruptions affect 31% of teams, while global tariffs impact 30%.
  • Interest rate fluctuations and cloud migration challenges each concern 27% of professionals.
  • Economic disruption looms for 26%, creating an atmosphere of uncertainty.

Planning and budgeting are further hindered by market volatility and data accuracy issues.

Unforeseen events and strategic misalignment complicate long-term financial strategies.

The mandate to do more with less has intensified, affecting over 80% of finance professionals.

This pressure is up 22 points from just a year ago, signaling a rapid escalation.

Labor market concerns are high, with 38% very worried about talent availability.

Nearly one-third of organizations are planning headcount reductions, adding to the strain.

Skills shortages plague 67% of teams, revealing a critical gap in technical expertise.

Over-reliance on IT departments exposes manual processes that drain productivity.

To address this, 64% plan to infuse technical skills into their workforce by 2026.

Top workforce issues include a lack of skilled talent and employee engagement challenges.

Technology resistance and overload further compound these difficulties.

Strategies for Building Unstoppable Momentum

Forward-thinking leaders are shifting from reactive cost-cutting to proactive capacity-building.

This involves embracing adaptability as a core principle for sustained drive.

Cross-training has become a vital tactic, implemented by 55% of respondents.

It builds pivot-ready teams capable of navigating sudden changes.

Automation and tech tools are leveraged by 49% to address resource constraints.

Redefining efficiency means focusing humans on judgment and analytical tasks.

Organizational agility is achieved through dedicated teams for efficiency metrics.

Scaling via leverage, rather than hiring, allows for sustainable growth.

Teams must be redesigned to meet the unique demands of 2026.

  • Embrace a culture of evolution where efficiency is a starting point, not an endpoint.
  • Invest in technology as a force multiplier to enhance workflows and decision-making.
  • Foster cross-functional collaboration to align financial strategies with broader business goals.

This strategic pivot enables finance teams to thrive in dynamic conditions.

The Role of AI and Automation: Catalysts for Change

Artificial intelligence is transforming finance operations by driving real efficiency.

With 71% of AI ROI coming from time savings on routine tasks, the benefits are clear.

AI bridges skills gaps for 32% of teams, enabling faster and more accurate reporting.

It also provides valuable feedback, improving decision-making processes.

Investment in AI and machine learning is on the rise, with 57% planning increases.

Automation spending is set to grow by 36%, focusing on streamlining workflows.

Data security remains a priority, with 42% allocating resources to protect information.

Generative AI is gaining traction, used personally by 84% of finance leaders.

Company-approved AI tools are employed by 77%, showcasing widespread adoption.

AI and automation address productivity gaps for 40% of organizations.

The shift towards AI-native teams and real-time forecasting is revolutionizing finance.

Monthly closes are being replaced by continuous, AI-driven updates.

This allows for proactive variance analysis and strategic decision-making.

  • AI-led processes yield 2.5x higher revenue growth and 2.4x productivity boosts.

  • Reinvestment of AI savings funds further technology and training initiatives.
  • Tech priorities include integration for holistic views and fluency in tools like SQL.

By tackling the work about work, AI frees teams for high-value activities.

This reduces stress for 77% of workers who face coordination challenges.

Skills and Talent Development: The Human Element

Sustaining momentum requires a dual focus on technology and human capital.

Technical skills such as BI, SQL, and data analysis are now essential.

Automation fluency is critical for interpreting and leveraging data insights.

High-performing teams emphasize continuous learning and business partnership.

Adaptability is valued by 43% of hiring managers, surpassing traditional metrics.

Training investments correlate with a 24% higher margin, proving their worth.

Engaged employees demonstrate 18% higher productivity and 23% greater profitability.

Remote work can boost efficiency by 35-40%, offering flexible advantages.

  • Focus on forward-looking analysis and AI experimentation in FP&A roles.
  • Align cross-functional teams to act as early-warning systems for the company.
  • Encourage a culture where tech proficiency and learning agility are celebrated.

This human-centric approach ensures that teams remain resilient and innovative.

High-Performing Team Traits: Blueprints for Success

Top finance teams are defined by their proactive and adaptive nature.

They experiment with AI daily, embracing a cultural reset from spreadsheets.

Real-time operations enable them to shift from reporting to decisive action.

Productivity benchmarks show knowledge workers waste 60% of time on coordination.

AI tools can save up to four hours per week, reclaiming valuable hours.

Broader trends indicate U.S. productivity growth, with finance leaders prioritizing tech.

EY reports that two-thirds of CFOs are neutral on 2026 investments.

One-third remain bearish, highlighting the need for cautious optimism.

  • Implement metrics like gross profit per headcount to track efficiency gains.
  • Foster a strategic shift towards company-wide early-warning systems.
  • Embrace SaaS-specific strategies such as flexible pricing and stronger FP&A.

These traits create a foundation for sustained drive and long-term success.

Looking Ahead: Trends and Opportunities

The future holds both challenges and exciting possibilities for finance teams.

SaaS-specific approaches are gaining prominence in a digital-first world.

Flexible pricing models and GTM engineering offer competitive edges.

General productivity trends, like remote work increases, tie to economic growth.

Four-day work week trials present new avenues for efficiency and well-being.

Surveys from insightsoftware and Deloitte provide actionable insights for leaders.

Quotes from experts emphasize digital simplification and holistic views.

Real-time finance is hailed as an early-warning system for businesses.

By embracing these trends, teams can navigate uncertainty with confidence.

The journey to mastering momentum is ongoing but filled with potential.

With the right strategies, technology, and mindset, sustained drive is within reach.

Finance teams in 2026 can not only overcome challenges but lead their organizations to new heights.

Marcos Vinicius

About the Author: Marcos Vinicius

Marcos Vinicius is a financial education writer at dailymoment.org. He creates clear, practical content about money organization, financial goals, and sustainable habits designed for everyday life.