Planning & Analysis
The ability to take financial data and turn it into information that will help the business make decisions about the allocation of resources.
Is able to read and follow financial statements and understand basic concepts of finance.
Results communication: You are able to comprehend the basics of financial reporting, but needs coaching on how to communicate this knowledge effectively.
Insights: You understand the basics of financial analysis. You have a basic knowledge of relevant data and can use it to answer questions.
Financial modelling: You can create basic revenue models.
Understands the principles of budgeting and cash flow forecasting. Knows how to identify trends in financial statements.
Results communication: You have a basic understanding of financial reporting and is able to convey that knowledge in a clear and accurate manner.
Insights: You have a solid understanding of data, can define the problem space and articulate analytical requirements. You can analyse this data to provide insights for decision making.
Financial modelling: You are able to build complex, detailed financial models that are used across the business.
Can forecast budgets and cash flow for one or more years, with a focus on risk mitigation. Can manage budgets for several people at the same time.
Results communication: You have a deep understanding of financial reporting, and are able to convey that knowledge in an understandable way, with the ability to translate complex ideas into simple language.
Insights: You can demonstrate how to successfully translate analytical requirements into actionable solutions. You lead others in the team to deliver the best possible outcomes.
Financial modelling: You can use modelling techniques to solve complex problems, identify possible risks, and make recommendations for corrective actions.
Understands complex financial concepts, such as depreciation, leverage, liquidity ratio. Is able to lead teams in budgeting, forecasting, assessing risk to budget, and mitigating risk.
Results communication: You lead the team in producing financial reports. You are able to work closely with senior stakeholders and translate their requirements into reporting requirements.
Insights: You are able to articulate customer behaviours and market trends. You lead the team in analysing customer needs, designing appropriate solutions, implementing them, measuring their success, then repeating the cycle.
Financial modelling: You lead the team on modelling work. You can model risks across a wide variety of scenarios, and develop effective recommendations for management.
Leads substantial organisations through significant financial changes. Is an expert on managing budgets across multiple years with a sophisticated understanding of the business's position in context of current economic conditions.
Results communication: You are a widely trusted advisor on all aspects of financial planning & analysis. You lead the entire organisation on producing financial reports, ensuring they are accurate, relevant and at the highest standard.
Insights: You lead the organisation in defining its future through insightful analysis of data and trends. You establish best practice models for decision making throughout the organisation.
Financial modelling: You are a recognised expert on how to model finance across organisations, leading the development of best practice in financial modelling.