Finance function diagnostic
Before transformation, know what to transform.
Aldous traces the reporting, systems, spreadsheets, controls and judgement behind your numbers. You get a defined first workflow, evidence of the current problem and a fixed implementation scope.
Discuss your finance function →What we examine
Follow the number through the finance function.
- Management and board reporting: definitions, adjustments, ownership and reconciliation.
- Source systems and spreadsheets: where logic sits, where evidence breaks and what is rebuilt by hand.
- Close, planning and controls: manual handoffs, key-person dependencies and finance judgement.
How it works
We trace the numbers before recommending changes.
Trace
Start with the outputs finance owns, then follow them back through systems, files, controls and people.
Test
Check definitions, reconciliations and handoffs against the source data and the ledger.
Prioritise
Sequence the changes by risk, value and dependency so the first move makes the next one easier.
What you get
A decision the CFO and board can act on.
- A baseline of current effort, risk, delay and dependency.
- Evidence showing where the reporting trail breaks.
- One prioritised workflow with its expected benefit.
- A measurement plan and fixed build scope.
- Enough documentation for Aldous, your team or another partner to implement.
What happens next
The diagnostic stands alone.
The outputs are detailed enough for your own team, Aldous or another partner to implement.
If Aldous continues, the scope, fee, ownership and handover are agreed before implementation starts.
Services