CFO Self-Assessment
Is Your Finance Function Built for 2026?A CFO Self-Assessment
50 questions across six dimensions reveal whether your finance function is reactive, fragile, or a true strategic engine — with your maturity profile and tailored recommendations the moment you finish.
Free · Private · Your result appears instantly
Your maturity profile
Strategic Finance Engine
151–200 pts
Where do you land?
Every finance function sits on a spectrum
The assessment places you in one of three profiles — and shows you the fastest path to the next one.
50–100 ptsProfile 1 of 3Reactive Finance
Manual, backward-looking, and firefighting every close.
101–150 ptsProfile 2 of 3Functional but Fragile
It works today — until the business asks it to scale.
151–200 ptsProfile 3 of 3Strategic Finance Engine
Integrated, real-time, AI-ready, and trusted to advise.
What the assessment measures
Six dimensions, scored 1 (reactive and manual) to 4 (fully optimized and AI-enabled).
Financial Reporting & Visibility
Can you see what's happening in real time — or are you always looking backwards?
Month-End Close & Operational Efficiency
How much of your team's time is consumed by the close — and what is it costing you?
Cash Flow & Treasury Management
Do you have the liquidity visibility to move fast when it matters?
AI & Technology Readiness
Is your finance infrastructure a foundation for AI — or a barrier to it?
Compliance, Audit & Risk
How exposed are you — and do you know it?
Scalability & Strategic Planning
Can your finance function scale with the business — or will it hold it back?
Who should take this
This assessment is designed with CFOs and senior finance leaders in mind:
It can also benefit the CEO, Chief Strategy Officer (CSO), and Chief Operating Officer (COO).
- VP Finance / Finance Directors
- Controllers and Heads of FP&A
- Finance transformation leads
- Chief Accounting Officers
Take the assessment
Twenty focused minutes. A clear picture of where you stand.
No endless scrolling and no sign-up to begin — answer one section at a time, and your progress saves automatically if you need to step away.
Answer six short sections
Pick the option that best reflects how things actually work today — honest answers give the most useful result.
Unlock your maturity profile
See your total score on the 50–200 scale and which of the three profiles your finance function matches.
Get tailored recommendations
A dimension-by-dimension breakdown plus the highest-impact moves matched to your result.
Turn your assessment insight into finance infrastructure
Wherever you scored lowest, there is a proven TRG solution to close the gap. Explore the suite that powers reactive, fragile, and best-in-class finance teams alike.
Infor SunSystems
Infor SunSystems brings unparalleled adaptability and user-friendliness to make accounting and finance management hassle-free. Infor SunSystems version 6.4 is one of Infor’s first solutions to be hosted in the cloud.
Explore Infor SunSystems→
Infor EPM
Experience real-time insights with a centralized data repository so you can make more informed and perceptive decisions across your enterprise.
Explore Infor EPM→
Infor Q&A
Acquire 24/7 access to real-time information to make the right decisions at the right time.
Explore Infor Q&A→
Yooz
Transform your procurement process with Yooz's cutting-edge automation solutions, designed to streamline your Procure-to-Pay workflow, reduce costs, and enhance efficiency.
Explore Yooz→
Unifi
Unify your financial operations with UniFi, the all-in-one automation platform for accounting, business intelligence, integrations, and enterprise asset management. Reduce manual work, gain real-time insights, and optimise financial performance with ease.
Explore Unifi→
CS Lucas
Optimize your treasury and investment management with CS Lucas, a powerful end-to-end solution that enhances cash flow visibility, risk management, and financial control. Automate processes and streamline financial operations with a trusted industry leader.
Explore CS Lucas→
Sysynkt
Transform your financial workflows with Sysynkt, the cloud-based extension for Infor SunSystems. Streamline procurement, expense management, banking integration, and more with an intelligent, user-friendly platform built for modern finance teams.
Explore Sysynkt→
Infor Birst
Birst is a cloud business intelligence (BI) tool and business analytics software platform that helps organizations understand and optimize complex processes in less time than traditional solutions.
Explore Infor Birst→
Infor OS
Unlock the full potential of enterprise technology with Infor OS Cloud. This cloud-only platform integrates Infor Data Lake, Coleman AI, Infor Mongoose, and Infor ION to deliver seamless automation, intelligent insights, and robust connectivity for modern businesses.
Explore Infor OS→
Partner with us
TRG International
TRG International was founded in 1994. With a 30+ year history of implementing innovative solutions for businesses of all sizes, across industries and unique needs, TRG exists for one purpose: helping you and your business perform your best.
See where your finance function stands, then let us help you close the gap.