Finder.Financial Advisory

Finance transformation so the finance function keeps up with the company.

Finder redesigns, with the company's team, the processes, routines and information of the finance function: management close, reconciliations, budgeting, KPIs, models and the division of responsibilities.

It is the work for when the company has grown and finance still runs as it used to: everything depends on a few people, numbers arrive late and every decision starts with a new spreadsheet.

Talk about your finance function See what you receive

When it makes sense

When finance has become smaller than the company.

The company grew, finance did not
The same processes and team serving a much larger business.
Month-end takes weeks
The month's numbers arrive when they no longer help decisions.
Information that depends on one person
When they are away, the function stops.
New investors or a board
The company must now report to a different standard.
New ERP or new accountants
An opportunity to redesign processes, not just migrate data.
Preparing for a raise, audit or sale
Information in order before an outsider asks for it.

What you receive

Processes, information and team redesigned with your people.

Diagnosis

Where the bottlenecks are and what to fix first.

Processes, people, systems and information
Problem map
Priorities and work plan

Processes and routines

Day-to-day finance with a clear start and finish.

Payables, receivables, treasury and reconciliations
Management close calendar
Policies and approval limits

Management information

The numbers management needs, on time.

Management chart of accounts
Management P&L and KPIs
Monthly management pack

Models and tools

Fewer loose spreadsheets, more reliable data.

Budget and forecast
Cash flow
Standardized spreadsheets and data

Systems and integration

Tools that serve the process.

ERP or BI requirements
Integration with accounting and operations
Implementation support, alongside the vendor

Team and responsibilities

Who does what, and with what skills.

Roles and responsibilities
Hiring profiles
Training and handover

Point of view

Less heroics, more process.

A finance function that needs extraordinary effort every month does not scale.

Transformation replaces heroics with routine: every number has an owner, a deadline and a check, and feeds a decision.

Owner: who is accountable for it.
Deadline: when it is ready.
Check: how we know it is right.
Use: which decision it feeds.

How we work

From diagnosis to a function that runs on its own.

Diagnosis
Processes, people, systems and information as they are today.
Design
Target processes, routines, information and responsibilities.
Implementation
Changes made with the team, in stages, with deliverables.
Stabilization
First cycles closely followed and adjusted.
Handover
The team running the new routine independently.

We work with your team, not instead of it. Each stage has defined deliverables and a clear horizon.

In practice

Board reporting no longer rebuilt every cycle.

We describe the situation, never the company.

Finder.Financial Advisory

Context

Company with fragmented banking relationships.

Challenge

A board asking for financial information at every meeting.

What Finder did

We led the approval of credit limits and the relationship with the banks, and structured how information is prepared for the board.

Outcome

Limits approved, and board reporting no longer rebuilt every cycle.

Frequently asked questions

What clients usually ask.

How do you know the finance function needs transformation?

Some signs are common: month-end is slow, numbers change after being presented, information depends on a few people and every request from management becomes a new spreadsheet. When two or three of these appear together, a diagnosis is worthwhile.

Do we need a new system?

Not always. Many problems are process problems, and changing systems without fixing them just moves the confusion. The diagnosis shows whether the current system can support the target process or whether a change makes sense.

Does Finder replace our accountants?

No. Accountants remain responsible for bookkeeping and statutory obligations. Transformation improves the integration between accounting, finance and management so information arrives correct and on time.