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OUR SIGNATURE DIAGNOSTIC

FINANCE HEALTH CHECK

ASSESS  |  ANALYSE  |  RECOMMEND  |  ENABLE

A structured CFO-level diagnostic that evaluates the health, efficiency and readiness of your finance function across six dimensions — and turns what it finds into a clear, prioritised roadmap for growth.

Independent, objective and actionable. You keep the findings and the roadmap whether or not we work together afterwards.

FINANCE HEALTH SCORE SIX DIMENSIONS 01 Financial Performance 02 Cash Flow & Working Capital 03 Planning & Forecasting 04 Governance & Control 05 Systems & Data 06 Finance Operations & People

WHAT IT ACTUALLY IS

OBJECTIVE  ·  INDEPENDENT  ·  ACTIONABLE

Most businesses know something in finance could work better — they just cannot see clearly which part, or what to fix first. The Finance Health Check answers that.

We review your finance function the way an incoming CFO would in their first month: reading the numbers, testing the process, looking at the systems, and talking to the people who run it. You get an honest assessment of what is working well, what needs attention, and where the biggest opportunities lie.

It is not an audit and it is not a sales exercise. It is a diagnostic — and the roadmap it produces is yours to act on, with us or without us.

SIX DIMENSIONS

WHAT WE ASSESS, AND WHAT WE LOOK FOR

Each dimension is scored, evidenced and ranked — so the roadmap that follows is sequenced by impact, not by opinion.

01

Financial Performance

  • Profitability by unit, asset or entity
  • Margin analysis and cost structure
  • KPI framework and what it drives
  • Revenue quality and concentration
02

Cash Flow & Working Capital

  • Short-term cash visibility and forecasting
  • Receivables, collections and ageing
  • Payables, terms and supplier discipline
  • Liquidity headroom and facility use
03

Planning & Forecasting

  • Budget process and how it is owned
  • Rolling forecasts and re-forecast rhythm
  • Scenario and sensitivity modelling
  • Business planning and investment cases
04

Governance & Control

  • Internal controls and segregation of duties
  • Policies, procedures and delegation of authority
  • Management and board reporting quality
  • Compliance, VAT and audit readiness
05

Systems & Data

  • ERP fit and how much of it is actually used
  • Reporting stack, Power BI and dashboards
  • Automation opportunities and manual effort
  • Data quality, integrity and single source of truth
06

Finance Operations & People

  • Team structure, roles and responsibilities
  • Month-end close: length and reliability
  • Process efficiency and rework
  • In-house, shared services or outsourced

FROM DIAGNOSIS TO ACTION

ASSESS  ·  ANALYSE  ·  RECOMMEND  ·  ENABLE

1

ASSESS

A comprehensive review across the six key areas, using your own reports, systems and people.

2

ANALYSE

Identify the key risks, gaps and opportunities — and score each dimension against best practice.

3

RECOMMEND

A prioritised, practical roadmap — sequenced by impact and effort, not by wish list.

4

ENABLE

Support implementation and value delivery — at whatever level of involvement you want.

WHAT YOU RECEIVE

FOUR DELIVERABLES  ·  YOURS TO KEEP

Finance Health Score

A scored view across all six dimensions, so you can see at a glance where you stand.

Findings Report

What is working, what needs attention and what is genuinely at risk — evidenced, not asserted.

Prioritised Roadmap

Sequenced actions with owner, effort and expected impact — quick wins separated from long plays.

Executive Readout

A working session with you and your leadership team to walk the findings and agree next steps.

Request your Finance Health Check

Tell us where you are. We come back within one business day.

WHAT TO TELL US

  • Your company, sector, and roughly how large the finance team is.
  • What is prompting the review — growth, visibility, forecasting, investment or governance.
  • The one thing you would most like to change.

Send it through the enquiry form on our contact page and choose Finance Health Check from the list — it is the first option.

GO TO THE ENQUIRY FORM

Prefer email or phone? Write to info@cfointellix.com or call +971 58 5995279.

WHERE THIS SITS IN OUR CAPABILITIES

01CFO & Strategic Finance Advisory
02FP&A, Performance & Cash Flow
06Governance, Controls & Multi-Entity Finance

WHAT OFTEN FOLLOWS

Virtual & Fractional CFOVIEW → Business Intelligence & Power BIVIEW →

KNOW WHERE YOU STAND

OBJECTIVE  ·  INDEPENDENT  ·  ACTIONABLE

DISCUSS  |  EXPLORE  |  PLAN  |  GROW