A comprehensive guide for conducting a diagnostic of a company's finance department operations
Written by a McKinsey alum, the Umbrex Finance Department Diagnostic Guide includes:
- Data Request: Information to gather before starting the diagnostic.
- Scorecards: Scorecards for rating 31 aspects of finance operations.
The Umbrex Finance Department Diagnostic Guide includes:
Introduction
Section 1: Data Request
Section 2: Scorecards
- Strategy & Governance
- Finance Strategy
- Governance
- Financial Planning & Analysis
- Financial Statements
- Budgeting & Forecasting
- Financial Analysis & Insights
- Corporate Finance
- Financing & Capital Structure
- Investment & Capital Allocation
- Treasury Operations
- Cash Flow Analysis
- Working Capital Management
- Asset Liquidity & Solvency
- Cost Management
- Cost Reduction Strategies
- Investment Appraisals
- Finance Operations
- Operational Efficiency
- Transaction Processing
- Process Automation
- Business Intelligence
- Accounting
- Tax Planning
- Finance Organization
- Organizational Design
- Roles & Responsibilities
- Team Skills & Competencies
- Investor Relations
- Real Estate & Property
- Asset Management
- Lease Management
- Property Investment Strategy
- Risk Management & Compliance
- Internal Controls & Audit
- Risk Assessment
- Compliance
- Technology & Data
- Financial Systems & IT
- Infrastructure
- Data Governance & Quality
- Cybersecurity & Data Protection
Section 3: Next Steps
Request the Finance Department Diagnostic Guide
Bundle of 10 Diagnostic Guides
We also offer a bundled set of 10 diagnostic guides for analyzing different facets of an organization. Click here for the bundle.
