Advisor Assessment

Finance Function Review

Use this assessment to review how effectively the client’s finance function supports the wider business.

Before You Begin

Carry Out an Evidence-Based Review

Work through each question with the client and record your assessment based on the evidence discussed during the session.

This is an advisor-led review. Scores should reflect the current reality of the finance function rather than the client’s perception of how well it performs.
Financial Visibility
Cash Flow
Commercial Insight
Financial Processes & Controls
Planning & Forecasting
Strategic Finance Support
Assessment Form

Complete the Finance Function Review

Once the assessment is complete, submit the form to generate the client’s Finance Function Review report.

Before submitting: Check that every question is complete, section notes contain sufficient context, client and advisor details are correct, and the session date has been recorded.
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