Finance Assessments

Finance Role Assessments

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

5 Roles 6 Assessments AI Scoring

Executive 2 assessments

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

2 assessments

Lead 2 assessments

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

2 assessments

Senior 2 assessments

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

2 assessments

Mid-Level 2 assessments

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

2 assessments

Senior 2 assessments

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

2 assessments

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Data Design Engineering HR Leadership Marketing Operations Product Sales

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