Finance Business Alignment Tool

Determine which finance activities matter most to internal stakeholders and how effective your teams are at performing them, in order to identify finance’s performance gaps and prioritize improvement areas.

Evaluate finance team effectiveness across 3 attributes

How the Finance Business Alignment Tool supports finance leaders

Measure finance’s effectiveness

  • Uncover the activities your business partners value the most.
  • Measure the importance and effectiveness of 44 attributes of the finance function.

Prioritize areas of improvement

  • Compare finance staff and business partner perspectives to uncover gaps that hinder productive working relationships.
  • Identify activities and competencies to improve, and potential areas of overinvestment.

Improve finance’s business alignment

  • Use this cross-functional analysis to improve finance staff capabilities and strategy.
  • Collaborate with key stakeholders to align on key activities and priorities.

Answer key questions with the Finance Business Alignment Tool

How well do we know our business partners’ priorities?

Evaluate how key stakeholders rank their priorities across 44 attributes and three main attribution categories, including Finance Operating Model, Service Approach and Finance Talent. Compare how stakeholders rank these attributes in terms of importance and how effective they think finance is at executing on these attributions.

How effectively do we meet business partners’ needs?

Determine how aligned finance is to key stakeholders across all main attributions by comparing how finance and stakeholders rank each attribute. Receive an overall effectiveness score and alignment score across attribution categories.

Where are our most critical performance gaps?

Identify performance gaps and areas of overperformance by comparing effectiveness scores across business partner priorities. Prioritize critical performance gaps to address and correct.

Download a Sample Finance Business Alignment Tool Report

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Evaluate your finance function’s effectiveness

Explore 44 attributes across three functional performance categories

See how you perform across three performance categories and 44 key finance attributes that comprehensively represent the scope of activities for a high-performing finance function.

Determine priority alignment and overall functional performance

Compare your function’s performance to stakeholders’ priorities to determine gaps and improve overall effectiveness and future strategic alignment.

View a cross-functional assessment of how stakeholders think finance performs

See how stakeholders rank your effectiveness to identify where you excel and highlight areas where improving operations will generate tangible results for your organization.

Excel where it matters, focus performance and be more effective

The Finance Business Alignment Tool helps you spot performance gaps to tackle urgently and get your team on the same page with the business.

Drive stronger performance on your mission-critical priorities.