Who this is for
People Ops and Finance managers who need a shared meaning of IC1, IC2, and IC3. Sized for a 20 to 200 person company that already does the work and needs the standards written down.
Function template
Finance competency framework template
This Finance Function defines communication, ownership, reporting integrity, and business partnership with evidence a manager can cite. Use it as a starting draft, then edit names, levels, and examples to match how your team actually works.
Published by Peasy HRPublished 18 Aug 2026Updated 18 Aug 2026
How to customize it
Keep portable competency names if they fit, then rewrite Function descriptions and examples around your tools, artifacts, and review cycle. Add a manager track in the builder only if you will assess people leadership in this Function.
Explore the Function template
Finance
Function
Role track
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4 competencies2 categories3 Individual Contributor levels
Customize this Function template
Open the free builder with Finance already selected. Edit the draft, generate missing detail, and export when it reads true for your team.
Customize this Function templateCommon questions
Does this replace your live ladder?
No. It is a public example you copy into the builder. Your company Function becomes the live standard only after you edit, review, and publish it.
Why only IC1 to IC3?
Those three levels show a real ladder: guided work, independent delivery, and multi-team standards. Add higher levels in the builder if your company uses them.
Can we change competency names?
Yes. Every word is editable. Portable names help related Functions stay consistent, but they are not locked.
Related resources
Function template
Operations competency framework template
This Operations Function defines communication, ownership, process reliability, and cross-team coordination with evidence a manager can cite. Use it as a starting draft, then edit names, levels, and examples to match how your team actually works.
View templateGuide
How to write level expectations
A level expectation states the work someone at a specific role track and level is expected to handle. Write it in the present tense, identify scope, autonomy, and complexity, and make every adjacent level distinguishable through evidence. Add short behaviors and examples so managers can apply the standard consistently.
Read guideReview guide
Performance review rating scales
A rating scale works when each point has an observable meaning against the employee's current level expectations. Keep the scale stable across the cycle, require evidence for each rating, and use calibration to resolve differences in interpretation.
Read guide