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Category I
Enterprise Leadership & Strategy
Strategy, capital, execution, and value as one system
Six diagnostics that score whether finance co-authors strategy, allocates capital with discipline, balances value creation, and is ready for transformation and high-quality decisions.
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Category II
Strategic Planning & Performance
Plans, budgets, forecasts, models, and KPIs that drive action
Eight diagnostics covering strategic planning effectiveness, budget health, forecast accuracy, model risk, scenario preparedness, pricing power, KPI architecture, and analytics maturity.
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Category III
Capital Markets & Corporate Finance
Valuation, capital access, IR, structure, treasury, and ownership
Seven diagnostics for valuation readiness, capital access, investor confidence, capital structure, treasury maturity, working capital efficiency, and cap table health.
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Category IV
Financial Operations & Controllership
Close, reporting, cash, cost, systems, automation, and procurement
Eight diagnostics for reporting excellence, close process, cash visibility, cost intelligence, finance systems fitness, process automation, dashboard effectiveness, and procurement savings.
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Category V
Risk, Governance & Compliance
ERM, controls, compliance, tax, cyber, and AI governance
Six diagnostics spanning enterprise risk maturity, internal controls, compliance readiness, tax opportunity, cyber risk exposure, and AI governance readiness.
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Category VI
Technology, Data & Digital Finance
Digital finance, stack ROI, data trust, AI deployment, automation
Five diagnostics for digital finance maturity, technology stack ROI, data trust, AI deployment readiness, and intelligent automation opportunity.
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Category VII
Organization, Leadership & Talent
Org design, talent, change, partnering, and board communication
Five diagnostics for finance capacity allocation, talent and succession risk, change readiness, business partnering impact, and board communication effectiveness.
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Category VIII
Growth, Transactions & External Partnerships
M&A, diligence, integration, exit readiness, and banking relationships
Five diagnostics for M&A capability, diligence readiness, integration and synergy capture, exit readiness, and banking relationship health.