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Statements of fact and opinion are the authors’ responsibility alone and do not imply an opinion on the part of PICPA officers or members. The information contained in herein does not constitute accounting, legal, or professional advice. For professional advice, please engage or consult a qualified professional.
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Why a Savvy HR Business Partner Is Key to Your HR Department’s Success

Shelly AzenBy Shelly Azen


Let’s talk about the human resources business partner – sometimes called an HRBP or an HR manager. To me, this role is the most critical one on the human resources (HR) operations team because of its liaison responsibilities between HR and the business. The HRBP is the one who can coach, advise, counsel, support, brainstorm, and implement processes with the business operations team leader.  

What Does an HRBP Do?

HR business partner making presentation in front of operations teamAn HRBP is a human resources professional who helps align an organization’s people strategy with their business strategy. They help senior leaders envision, develop, and execute an HR strategy that supports growth, performance, and future objectives. Some core tasks include the following:

  • Strategy – Ensures the business unit is able to achieve its revenue, cost containment, and customer conversion goals by developing and implementing successful people strategies.  
  • Coaching – An HRBP provides professional development, coaching, feedback, and training to the leaders and employees of the supported business unit.
  • Change – HRBPs are key to driving change in an organization, taking responsibility for change management and leading teams through it.
HRBP: Critical to Success?  

If the HRBP does not know the language of the business, it diminishes their ability to be effective.

Here is a test I use when meeting and assessing new teams. I often start with a very open-ended question: “Tell me, what you do here?”

You may find that some HR professionals will tell you about their day-to-day activities: “I work on performance documents. I sometimes help to recruit key positions. I facilitate training, conduct investigations,” and so on.  

The right kind of HRBP will say something like, “We are in the business of ___. We serve customers who are ___, and I help to support that by ___.”  

If an organization is in health care, for example, an HRBP might answer that question with something such as, “We are in the business of caring for the entire individual, from birth to death, with basic health care such as primary care and specialty providers. We serve 100,000 patients in the surrounding communities and have been doing so for 43 years. I help support our mission by ensuring we hire, onboard, train, and develop people who have a real passion for taking care of others.”

Help Your HRBP become More Business Savvy

Create a learning plan for the HRBP over a short period of time – perhaps two or three months – and then pressure test their knowledge. Here are a few suggestions:

  • Make sure the HRBP can read and speak to the profit and loss statement. How do the business units supported contribute to profit and loss exactly? What factors in the marketplace impact that? To accomplish this, have the HRBP train with the operations leader of the business unit and the chief financial officer.
  • How do sales impact the business unit? Do different types of sales impact the business in different ways? To accomplish this, have the HRBP train with the operations leader and someone from the sales department.
  • What type of issues do the customer service team deal with? How often do these arise? What can be done at the front end to prevent these issues from happening? To accomplish this, have the HRBP shadow the customer service leader and/or sit in the call center for a few days.

Operating through a business lens gives the HRBP credibility. Also, without question, it makes them more impactful in coaching, advising, counseling, recruiting, problem solving, and partnering with an operations leader.


Shelly Azen is owner of unHR, a boutique HR consulting and search firm based in Bryn Mawr, Pa. She can be reached at shelly@un-hr.com. She is a presenter at PICPA’s 2023 CFOs & Controllers Conference, which will be held March 16 and March 23. Check out the conference details and sign up today. 


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Statements of fact and opinion are the authors’ responsibility alone and do not imply an opinion on the part of the PICPA's officers or members. The information contained herein does not constitute accounting, legal, or professional advice. For actionable advice, you must engage or consult with a qualified professional. 



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