WHAT CAN I DO FOR YOU?
HERE YOU'LL LEARN HOW I CAN HELP YOU OVERCOME THE MAIN FINANCIAL CHALLENGES OF YOUR BUSINESS, PAVING THE WAY FOR GROWTH AND PROSPERITY
FINANCIAL DIAGNOSIS
See below my diagnosis approach.
GET THINGS DONE
Access senior financial leadership on a part-time or full-time basis.
FINANCIAL PROCESESS DESIGN AND STRUCTURE
Implement automated financial controls and reporting systems tailored to market dynamics and client's needs.
DIGITAL TRANSFORMATION
Modernize back-office operations by automating tasks, integrating systems for seamless data flow, and enabling data-driven decision-making. Leverage technologies like SaaS, RPA, AI, analytics, and cloud computing to streamline processes, improve efficiency, and provide actionable insights for informed decision-making.
TECH COMPANIES
AND BUSINESS UNITS
DIAGNOSIS APPROACH
FINANCIAL STATEMENT ANALYSIS
Reviewing income statements, balance sheets, and cash flow statements to assess the financial health of the business.
INTERNAL CONTROL EVALUATION
Examining the internal controls in place to ensure accuracy, reliability, and security of financial transactions. This includes assessing segregation of duties, authorization processes, and access controls to mitigate risks of fraud and errors.
BUDGETING AND FORECASTING REVIEW
Evaluating the effectiveness of budgeting processes and the accuracy of financial forecasts. This involves comparing actual performance against budgeted figures to identify variances and understand the reasons behind them.
FINANCIAL PROCESS EFFICIENCY
Assessing the efficiency of financial processes such as accounts payable, accounts receivable, payroll, and financial reporting. This includes identifying bottlenecks, redundancies, and opportunities for automation to streamline operations.
TECHNOLOGY ASSESSMENT
Assess the effectiveness of financial software systems and reporting tools.
RISK MANAGEMENT ASSESSMENT
Identify and evaluate financial risks faced by the business, including market risks, credit risks, operational risks, and legal risks. Developing strategies to mitigate these risks and enhance resilience.
STAFF DEVELOPMENT
Assess the skills and knowledge of financial staff members and identify training needs to enhance their capabilities. This may include training on financial systems, regulatory updates, and best practices.
MANAGEMENT REPORTING AND DECISION SUPPORT
Review the quality and relevance of financial reports provided to management for decision-making purposes. Ensure that reports contain actionable insights and key performance indicators (KPIs) aligned with strategic goals.
RECOMMENDATIONS AND ACTION PLAN
Summarize findings from the diagnosis and provide recommendations for improvement. Develop an action plan with prioritized initiatives, timelines, and responsibilities to implement necessary changes and enhance overall financial processes.