Finance Skill Assessor

Finance fluency:
every learner assessed at scale,
placed where it’s relevant.

Book a demo → See how it works
The common organisational problem

Nobody starts
from the same place.

An organisation is not one skill level. It is hundreds of people working the same numbers very differently: some who build models for a living, some who have never audited a formula, and some quietly making decisions on workbooks nobody has reviewed. Left unmapped, that unevenness is invisible, and it is where the risk and the wasted spend live.

Finance ApprenticeFinance AnalystFinancial ModelerNo finance skills yetUnreviewed models
One organisation, as it really is.
Step one
What good looks like

Finance fluency is a mix
of three personas.

Every organisation needs a predetermined distribution of finance skills: a broad base of Finance Apprentices, a working layer of Finance Analysts and a specialist core of Financial Modelers, in the proportions your strategy demands. The three personas are how you define that target, and what every person is measured against.

Step two
The skills assessor

Assessed against the personas.
Placed in the right one.

You know where you need people to get to. What you do not know is where each of them starts. Before any learning commences, a short, low-stakes finance skill check places every person in the right persona and on the path to the target, with only the lessons they still need. Here it is, exactly as a learner sees it.

Skill Check · Finance Academy · Financial ModellingLive replay
Step three
The Kubicle platform: a learning specialist in chat and a tailored content strategy consultation
The product behind it

Learning that
actually lands.

Every persona path runs on Kubicle: high-quality learning built for business teams, an integrated learning support team, and customisation that puts your company’s own narrative and use cases inside the training. Relevant by design, so engagement holds and the return is measurable.

  • High-quality learning material
  • Integrated learning support team
  • Customised to your company’s narrative
  • Engagement and ROI, tracked
See the platform →
Step four
The outcome

Skills redistributed.
A company that competes.

Assessed, placed and trained, the shape of the organisation moves from where it is today to the mix your strategy needs. That is what competing on finance actually takes.

Skill distributionThe same 200-person organisation, before and after the Finance Academy
Before
59%No finance skills yet118 people
25%Finance Apprentice50 people
9%Finance Analyst18 people
3%Financial Modeler6 people
After
0%No finance skills yet0 people
60%Finance Apprentice120 people
25%Finance Analyst50 people
15%Financial Modeler30 people

Illustrative mix for a 200-person services organisation. Proportions shift as the finance program matures.

See it in motion

One assessment.
Everyone pointed the right way.

See the Finance Skill Assessor on your workforce.

Bring us your strategy and a slice of your team. We will show you how everyone lands in the right place.

Book a demo →