Assessments by Role

Finance Roles

Recommended assessment batteries tailored to each position — covering the skills, competencies, and behaviors that matter most.

47+ Roles 6 Assessments 10 Departments AI Scoring
Finance Executive

Chief Financial Officer

The CFO oversees all financial operations, strategy, and reporting for the organization. They serve as a key advisor to the …

Strategic financial planning and capital markets expertise M&A due diligence, valuation, and post-merger integration Board and investor relations communication +3
Behavioral DNA Finance IQ
Finance Lead

Finance Director

The Finance Director leads a major finance function such as FP&A, corporate finance, or controllership, translating executive strategy into operational …

Advanced financial modeling and scenario analysis Team leadership and talent development Executive-level financial presentation and storytelling +3
Behavioral DNA Finance IQ
Finance Senior

FP&A Manager

The FP&A Manager drives the financial planning, budgeting, and analytical processes that inform executive decision-making. They translate complex financial data …

Financial modeling and Excel/Google Sheets mastery Variance analysis and management reporting Business partnering and cross-functional communication +3
Behavioral DNA Finance IQ
Finance Mid-Level

Financial Analyst

The Financial Analyst supports the finance team by building models, analyzing performance data, and preparing reports that drive business decisions. …

Financial modeling in Excel and Google Sheets Data analysis and visualization tools (Tableau, Power BI, or similar) Accounting fundamentals and financial statement literacy +3
Behavioral DNA Finance IQ
Finance Senior

Controller

The Controller is responsible for the integrity and accuracy of all financial reporting, accounting operations, and internal controls. They oversee …

GAAP/IFRS accounting standards expertise Internal controls design and SOX compliance Financial close process management and optimization +3
Behavioral DNA Finance IQ

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