Strategic Finance Diagnostic

In 30 days, the Diagnostic shows exactly where finance is holding the business back, what it costs, and what to fix first.

Request a Strategic Finance Diagnostic

Who it suits

Companies preparing for board scrutiny or a raise, and companies growing beyond $10M in revenue. It is also the right first step when a forecast has missed and no one can say why.

What you receive

Financial Maturity Scorecard

Eight dimensions of financial health, each scored from one to five against evidence.

Cash and Liquidity Risk Map

Where the risks sit, how severe they are and what removes them.

Forecast Reliability Assessment

How accurate current forecasts are, and why.

KPI Architecture Evaluation

Whether the right things are measured, owned and targeted.

Margin Analysis

Where the business makes money and where it loses it.

Strategic Finance Roadmap

Nine sequenced actions over 90 days, each with an owner and an estimate of effort.

Executive report

A report of 20 or more pages, designed for board distribution.

Board-ready presentation

Fifteen to twenty slides for the board.

Executive review session

Ninety minutes with your leadership team to agree priorities.

Eight dimensions, scored one to five

The deepest gaps tend to sit where boards look first. This sample scorecard shows how the result reads.

Sample scorecard: operationally sound, strategically reactive

Reporting qualityReliable monthly close, but a 12 to 15 day lag and limited MD&A.

3 / 5

Forecast accuracyTop-down model, with 18% average variance over the trailing 12 months.

2 / 5 (Scores of 2 or below are marked in red.)

Cash and liquidity managementMonthly cash visibility only; no 13-week forecast or stress testing.

2 / 5 (Scores of 2 or below are marked in red.)

KPI architectureKPIs are tracked but not linked to outcomes; no owners or targets.

3 / 5

Board communicationData-rich packs that lack narrative, anticipation and clear asks.

2 / 5 (Scores of 2 or below are marked in red.)

Scenario planningNo base, upside and downside scenarios are maintained.

2 / 5 (Scores of 2 or below are marked in red.)

Cost structure visibilityFixed and variable costs are understood; segment profitability is limited.

3 / 5

Strategic finance maturityFinance reports capably and has yet to become a strategic partner.

3 / 5

Total score

2.5 / 5

TodayScores of 2 or below are marked in red.90-day target (3.8)

1 is a critical gap, 2 a significant weakness, 3 adequate, 4 strong and 5 the highest level. Illustrative sample from a Diagnostic report template. The scores do not describe a real client.

A 90-day roadmap with owners and effort

Nine actions in three horizons. This is a sample of the sequence a Diagnostic produces.

Days 1 to 30

Stand up a driver-based revenue forecast
Implement a 13-week cash forecast
Redesign the board pack

Days 31 to 60

Build the KPI architecture
Fork the scenario model
Compress the monthly close

Days 61 to 90

Introduce segment profitability
Establish a capital-allocation review
Prepare fundraise readiness

From Diagnostic to advisory

Carrying out the roadmap takes steady support. Most clients continue into Ongoing Strategic Advisory, which keeps reporting, forecasting and board preparation on a fixed rhythm.

See the engagement model

Clarity on performance, risk and financial direction in 30 days.

Tell us a little about your organisation and what you need. We reply to arrange an initial conversation.

A 30-minute introductory call
A tailored proposal within 48 hours
Kick-off within one week of a signed agreement

Or write to contact@trottintelligence.com

We work in English and French.