Case Study 5: When a High‑Performing Finance Director overcame micro-managing to become a CFO

The Hidden Crisis

She was brilliant. She was respected. She delivered results that others couldn’t.

But she was stuck.

Everyone saw her as the perfect Finance Director — reliable, competent, indispensable. But no one saw her as a CFO.

And the truth was… she wasn’t fully seeing herself that way either. 

She was in a career crisis.

 

The Real Leadership Challenge

She wasn’t lacking skill. She wasn’t lacking experience. She wasn’t lacking ambition.

What she was lacking was belief in her team to get on – and stay on – the front foot. 

Her anxiety over results and her difficulties in trusting others to deliver had led her to engage in a sort of benevolent micro-managing. And this became not so benevolent when she was feeling stressed. 

Her organization had boxed her in. Her own beliefs had reinforced the box.

She needed to break out.

 

The Breakthrough

Our diagnostics revealed the emotional truth:

  • She had outgrown her role but her team had not been allowed to mature in their roles
  • She had overestimated her strategic strengths and didn’t understand the strengths in her team members 
  • She had internalised others’ limited perceptions of her and her team
  • In reality her team were ready for a step-change in impact - but she wasn’t seeing it and her team of eight direct reports weren’t feeling it. 

Her personal leadership SWOT became a mirror. It showed her the leader she already was — and the leader she could become.

We used:

  • Bear Secret 5 – Treasure Autonomy to help her to see her team members through new eyes and to know how to fuel their initiative and proactivity positively
  • She had made attempts to ‘empower’ her people but that approach had never felt right for her or her people 
  • Instead we helped her and her team to go with – and grow - their feelings of agency:  the natural process of recognizing people emerging and growing into greater roles and competencies   
  • Active Play sessions helped her to embody her future identity and range of leadership styles. She didn’t just imagine being a CFO — she rehearsed it and internalized it.

 

The Results

  • Her presence changed. Her confidence deepened. Her influence expanded.
  • She became aware of it. Her team and colleagues felt it.
  • She secured a CFO role in another organization - not by luck, but by  transformation in how she led based on how she saw herself and others..
  • She learned how to align herself and others for great results through fueling feelings of autonomy, creativity and freedom in her team members, without losing control 

 

The Strategic Impact

  • This wasn’t about getting a promotion. It was about becoming the leader she always wanted to be: high impact and reliable, trusting and trusted. 
  • She has found that adopting a small number of principles and practices to positively trust her team and equip them to deliver more easily and reliably has changed her identity, beliefs and impacts – and those of her team members and colleagues - wherever she works.

 

Why this Mattered

  • Career ceilings are rarely created by capability. They are created by identity — how leaders see themselves and behave and how others see them and behave towards them.
  • When identities shift, results and opportunities follow.
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