Executive Compass™
Financial Capability Assessment
Find out whether your finance function can produce reliable information, support executive decisions, manage risk, allocate capital and sustain long-term value creation.
When it becomes relevant
Use the assessment when the stakes have changed.
- 01Growth is exposing weaknesses in reporting, cash, systems or control.
- 02The board receives information but confidence in its reliability is uneven.
- 03A new CFO, transaction, investment or restructuring requires a clear baseline.
- 04Finance depends on key individuals and institutional resilience is uncertain.
- 05Management knows that improvement is needed but cannot agree on the priority.
What you receive
A board-ready view of capability and consequence.
Assessment ReportConfidential
Illustrative demonstration. Actual conclusions are based on scoped evidence and executive interpretation.
Engagement structure
A controlled path from evidence to action.
Scope
Define the decision context, organisation boundary, participants, evidence and limitations.
Assess
Complete structured assessment, review evidence and identify contradictions or uncertainty.
Interpret
Test findings through executive discussion and translate capability into decision consequence.
Report
Deliver the executive profile, priorities, gating issues, roadmap and board recommendations.
Act
Agree implementation ownership and determine whether advisory support is required.
Evidence and participation
The assessment asks for enough evidence to support judgement—not a data-room theatre.
The scope determines what is required. Typical inputs include management reporting, cash forecasts, budgets, board packs, policies, role structures, selected process evidence and structured discussions with relevant leaders.
Confidential by design
Only information necessary for the agreed assessment scope should be shared. The public website will never be used to collect confidential financial records.
- Evidence is handled through an agreed secure process.
- Participation is limited to relevant roles.
- Uncertainty and missing evidence are recorded, not disguised.
Questions leaders ask
Assessment FAQ
Is this an audit?
No. It is an assessment of organisational financial capability and decision readiness. It does not provide audit assurance or replace statutory, tax, legal or specialist work.
Do you need access to all financial records?
No. Evidence is defined by the scope and decision context. The objective is disciplined sufficiency, not indiscriminate collection.
Can the assessment be used by a board or investor?
Yes. The framing can be adapted for a board-level review, portfolio application or pre-investment capability baseline, subject to scope and access.
What happens after the report?
The organisation may implement internally, request a Compass Review and Decision Blueprint, or use advisory support for leadership capacity, board support or finance transformation.
Is the scoring methodology published?
The public site explains the domains, evidence discipline and boundaries. Proprietary question banks, weighting, thresholds and report logic remain protected.
Start with relevance
Discuss the decision before discussing the engagement.
A confidential conversation will establish whether the Financial Capability Assessment is the right instrument—and what scope would be defensible.