Finance Department Diagnostic Guide

Finance Department Diagnostic Guide

The Umbrex Finance Department Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s finance department operations.

The guide includes:

  • Data Request: Information to gather before starting the diagnostic.
  • Scorecards: Scorecards for rating 31 aspects of finance operations.

Request the Umbrex Finance Department Diagnostic Guide

The Umbrex Finance Department Diagnostic Guide

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