Services

Senior Financial Expertise, Tailored to Your Business.

Every business has different financial needs. I therefore offer different levels of support, from financial diagnostics and stronger financial control to financial leadership and strategic management support.

My objective is to provide each business with the insight, structure and support it needs, according to its circumstances and challenges.

01

Finance Health Check

Understand your financial position. Identify priorities. Define the way forward.

A structured assessment of the finance function and the company's key management tools, designed to evaluate the level of organisation, identify weaknesses and uncover opportunities for improvement.

The review covers key areas of financial management, including reporting, planning, treasury, profitability, performance indicators and internal processes.

What it includes

  • Review of finance organisation and processes
  • Assessment of financial and management information
  • Review of budgeting, forecasting and cash flow
  • Analysis of profitability, costs and performance indicators
  • Identification of risks, weaknesses and improvement opportunities
  • Recommendations and a 90-day action plan

Format: One-off diagnostic, typically lasting 2 to 3 weeks.

02

Financial Control

Understand what happened. Make sense of the results. Keep track of the business.

An ongoing financial support service designed to structure management information and provide a clear, regular view of the company's financial position and performance.

Through periodic reporting and analysis of key financial indicators, I help business owners and management teams understand results, monitor business performance, identify variances and anticipate issues that require attention.

What it includes

  • Monthly Management Reporting
  • P&L Analysis
  • Budget vs Actual monitoring
  • Cash Flow Reporting
  • KPI Dashboard
  • Variance Analysis
  • Regular management review meeting

Format: Ongoing support, on a monthly basis.

03

Management Control

Turn financial information into management decisions.

An ongoing financial and management support service focused on improving planning, strengthening performance management and supporting decision-making.

In addition to regular reporting and financial monitoring, I work with management on setting objectives, preparing budgets and forecasts, analysing profitability and assessing scenarios, providing a more forward-looking view of the business.

What it includes

  • Budgeting & Forecasting
  • Rolling Forecast
  • Profitability Analysis
  • Cost Control
  • Business KPIs
  • Scenario Analysis
  • Working Capital Management
  • Management Dashboards
  • Business Performance Reviews
  • Business Decision Support

Format: Ongoing support, tailored to the company's needs and complexity.

04

Fractional CFO

Senior financial leadership. Strategic perspective. Without the need for a full-time CFO.

An independent financial leadership solution that gives businesses access to CFO-level experience and expertise without having to appoint a full-time finance executive.

I take an active role in supporting the board and management teams, contributing to financial strategy, business planning, treasury and funding management, and the assessment of strategic and investment decisions.

My involvement may also extend to developing the finance function, improving processes and internal controls, and leading or guiding finance teams.

What it includes

  • Financial Strategy & Business Planning
  • Financial Planning & Forecasting
  • Cash Flow & Financing Strategy
  • Banking Relationships
  • Investment Analysis & Decision Support
  • Board & Management Support
  • Finance Function Development
  • Finance Processes & Internal Controls
  • Finance Team Leadership

Format: Ongoing support, with level of involvement and frequency tailored to the company's needs and structure.

Beyond regular support

Advisory & Projects

Specialised support for specific financial projects and challenges, through one-off or short-term assignments.

  • Business Cases
  • Investment Analysis
  • Financial Modelling
  • Cash Flow Forecasting
  • Profitability Analysis
  • Funding Support

It can complement any level of support or address a specific need.

Let's Talk About Your Business

I would be pleased to discuss your business and identify the financial support solution best suited to your needs and objectives.

Let's talk