Atlantic Research Technologies

ART CFO / VP Finance & Finance Director Recruitment Diagnostic Tool

Diagnose finance function maturity, financial vulnerabilities, cultural dynamics, and risk profile to identify the ideal CFO / Finance Director archetype. This tool is for educational use only, and no guarantee is implied if used by your firm.  Info on ART's Recruitment in the Finance Field:here


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Strategy
Team
Reporting
Technology
Risk
Collaboration
Results

1. Financial Strategy & Planning

How mature is your FP&A / forecasting capability?
How proactively does finance anticipate external risks (macro, regulatory, competitive)?
If risk planning weak (Q2 ≤2): How sensitive is liquidity / cash runway to downturns?
International / multi-jurisdiction exposure level?

2. Finance Team & Culture

Current finance team maturity & performance?
How important is cultural fit / EQ in finance team?
If team weak (Q3 ≤2): Annual voluntary turnover in finance?
Succession readiness for key finance roles?

3. Reporting, Compliance & Controls

Financial close & reporting timeliness / quality?
Complexity of tax & regulatory environment?
If reporting weak (Q5 ≤2): Material weaknesses or significant deficiencies in last audit?

4. Finance Technology & Systems

Current finance systems landscape?
If low maturity (Q7 ≤2): Primary pain points?
Cloud finance adoption readiness / barriers?

5. Risk Management & Treasury

How frequently are financial risks formally assessed?
Dedicated treasury / risk management capability?
If infrequent risk assessment (Q8 ≤2): Top financial risk today?

6. Cross-Functional & Board Collaboration

How integrated is finance with operations, sales, and strategy?

Diagnostic Results

Maturity: --/4.0
--

Recommended CFO / Finance Director Archetypes

Archetypes reflect company type, stage, and cultural needs. Complementary CHRO archetypes appear when people/culture gaps are pronounced.

Archetype Profile & Key Traits Weaknesses & Potential Misfits Best Company Fit / Stage Key Interview Questions Why Hire This Archetype

Recruitment Guidelines

Next Steps

  • Share results with CEO, board audit committee, or owners
  • Prioritize archetypes based on highest-risk gaps
  • Engage executive search for passive, proven candidates
  • Re-assess every 6–12 months or after major events