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Free finance-function diagnostic

How decision-ready is your finance function?

Benchmark seven dimensions of FP&A maturity and see whether your organization is reactive, reporting-led, planning-enabled or operating with integrated decision support.

14 questions · ~5 minutes

FP&A Maturity Assessment

7 dimensions
1. Does leadership operate from a current rolling forecast that reflects the latest business assumptions?
2. Are revenue and major expense forecasts driven by operational assumptions rather than simple historical growth rates?
3. Can leadership see expected cash availability at least 13 weeks forward?
4. Does the cash plan reflect collection timing, payroll, debt and significant one-time cash events?
5. Can management identify the products, services, channels or customer segments driving contribution profit?
6. Does leadership understand break-even economics and the variables that most materially change margin?
7. Does management review actual performance against plan on a consistent cadence and understand the major drivers of variance?
8. Are financial and operating KPIs clearly defined, owned and connected to management actions?
9. Does leadership receive financial reporting quickly enough to change decisions while there is still time to act?
10. Do management reports clearly explain what changed, why it changed and what deserves attention next?
11. Before a major hire, investment, pricing or growth decision, can finance model the impact on profit and cash?
12. Can leadership compare base, downside and upside scenarios without rebuilding the model from scratch?
13. Are planning, reporting and financial models built on repeatable processes rather than depending on one person or one fragile spreadsheet?
14. Do finance systems, data sources and reporting tools support a consistent planning cycle without excessive manual reconciliation?
From diagnosis to decision readiness

Financial structure clients can actually use.

Prior consulting feedback includes work organizing startup financials for investor readiness and budgeting—the same type of gap the maturity assessment is designed to surface early.

Original feedback shown as received.

What maturity means

FP&A maturity is not defined by spreadsheet complexity or software spend. It is defined by whether finance can consistently translate operating drivers into forecasts, performance insight and management decisions.

Important: this assessment is a directional planning diagnostic. It is not an audit, accounting opinion, valuation, tax assessment or assurance engagement.

What happens after the assessment?

If the result identifies a material gap, a Financial Performance Diagnostic can validate the findings against actual forecasts, reporting, cash plans, models and operating processes, then prioritize what to strengthen first.

Assess FP&A maturity