Finance director skills audit

Are you an aspiring finance director or chief finance officer? New in post, or want to improve in your role? Download and adapt the finance director skills audit to help you progress

What skills does it take to be successful in the role of finance director or CFO? Where do you need to develop?

Download, edit and adapt the skills audit to fit your organisation and specific role. Use it to help identify the skills and knowledge required to fulfil criteria in the following areas:

  • ensuring financial sustainability
  • compliance and governance
  • income generation
  • procurement and contract negotiation
  • leading and managing teams
  • influencing strategy and policy. 


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Browse our full list of skills audits and share with your team to evaluate knowledge and skills, identify gaps and determine training needs.

The finance director skills audit was developed by Liz Worthen and reviewed and updated by Stephen Mitchell.

Last Updated: 
26 Apr 2023