Services › Financial Health Assessment
Uncover and address performance gaps with a comprehensive finance function assessment and an actionable roadmap for growth.
As an executive leader, you can likely point to specific friction points within your finance function. However, you may not be aware of every underlying issue impacting performance, or how to effectively resolve the challenges you do see.
The Financial Health Assessment is the first step for every client, whether you’re engaging FP&A Consulting or Fractional CFO Services. Unlike firms that rush into hands-on execution without a clear roadmap, Momentum CFO aligns with you on your goals and the right strategy to achieve them. The assessment creates clarity and leadership buy-in before any ongoing work begins.
The Process
Over four to six weeks, we evaluate your financial capabilities and build a strategic plan for sustainable business performance.
01
We begin with a kickoff meeting and targeted stakeholder interviews to align on timelines, uncover your unique goals, and shape the exact scope of your diagnostic assessment.
02
We rigorously evaluate your finance function across the six critical categories detailed below to pinpoint specific vulnerabilities and uncover strategic growth opportunities.
03
The process concludes with three deliverables: a written assessment, a financial dashboard, and a strategic roadmap.
The Approach
Look beyond your monthly financials with an in-depth Financial Health Assessment that uncovers underlying risks and opportunities throughout your organization.
Support future business needs by analyzing your finance team’s structure, capabilities, and data management systems, including accounting platforms and ERPs.
Assess how well your annual budget and longer-term plans translate strategic priorities into financial targets.
Evaluate how accurately you project cash and profitability, and whether forecasts reflect actual business drivers rather than extrapolations of history.
Examine the reporting, KPIs, and variance analysis that measure performance against plan, and whether they drive action or just document results.
Determine how well your analytical capabilities, including profitability and pricing analysis, support major decisions before they are made.
Protect your business by inspecting exposure to financial risks, including fraud vulnerabilities, insurance gaps, and key personnel dependencies.
With these findings, you’ll know exactly where your finance function and financial performance stand, with a clear plan for what to do next. More importantly, you’ll have the confidence to make financial decisions without second-guessing yourself.
Prioritized findings and recommendations across all six assessment categories, covering both risks and opportunities.
A clear, visual view of your key financial metrics and performance trends.
A sequenced, actionable strategic plan with tailored recommendations for immediate impact and long-term success.
“From our initial meeting, Rosemary was not trying to push services. She took the time to understand our company to design a plan to meet our goals. Her commitment is what’s best for us as clients. Rosemary’s qualities are not seen very often in business. I want to thank you for your integrity, honesty, and professionalism.”
Francisco Ramirez
CEO, The ACE Group
“Rosemary has gone above and beyond since the very start. She is incredibly respectful, systematic, detail-oriented, and exceptional in every way. It is extremely reassuring to have her guidance on present and future financial health.”
Rebecca Hayes
Owner/Educator, e3 Consulting
Contact Us
Schedule a consultation to explore how this assessment can strengthen your organization’s capabilities, overcome current challenges, and lay the groundwork for sustainable business performance.
