Finder.Financial Advisory

Strategic Financial Advisory for Growing Companies

CFO-level experience to structure financial decisions, strengthen management and turn strategy into execution.

Growing companies need more than financial control and reporting. They need to anticipate cash requirements, plan investments, structure sources of capital and make decisions with a clear view of their financial impact.

Finder works with business owners, CEOs, CFOs and boards to shape and deliver the financial agenda, combining strategic perspective with hands-on experience in treasury, financial planning, fundraising and performance management.

We work alongside leadership and internal teams to turn financial information into decisions, decisions into action plans, and action plans into results.

Areas of work

Where Finder works alongside leadership.

An engagement can focus on a single area or cover a broader financial agenda, depending on what the company needs.

A

Financial planning and FP&A

Planning that connects strategy, budget, projections and execution.

  • Budgeting and long-term planning
  • Financial projections and cash flow
  • Performance, variance and KPI analysis
  • Scenario modeling and sensitivity analysis
  • Investment appraisal and capital allocation
  • Monitoring routines and executive reporting

B

Treasury and cash management

Managing liquidity, working capital and financing needs.

  • Cash flow forecasting and management
  • Liquidity and working capital planning
  • Debt and debt service management
  • Banking relationships and negotiation
  • Credit lines, collateral and financial instruments
  • Options to optimize the capital structure

C

Fundraising and capital structure

Preparing and running the financing agenda that supports growth.

  • Mapping funding needs and alternatives
  • Structuring credit operations
  • Assessing subsidized and incentivized credit lines
  • Financial preparation for bank and investor discussions
  • Debt structuring and capital markets alternatives
  • Coordinating the fundraising process, under the agreed mandate
See Subsidized Credit →

D

Management and board support

Helping leadership analyze options, prepare decisions and follow them through.

  • Board presentations and financial materials
  • Scenario and strategic option analysis
  • Budget, cash, debt and investment discussions
  • Identifying financial risks and opportunities
  • Setting KPIs and targets
  • Translating decisions into action plans with internal owners

E

Building the finance function

Processes, information and responsibilities that keep pace with the business.

  • Review of financial processes and routines
  • KPIs and management reporting
  • More consistent budget and forecast cycles
  • Integration between finance, accounting, operations and leadership
  • Clear responsibilities and priorities for the team
  • Better information for decision-making

Where to start

When priorities are not yet clear.

The work starts with a diagnosis of the business and its finance function. That sets the agenda, the critical decisions and the scope of the engagement.

Talk to Finder

How Finder works

From diagnosis to execution.

  1. Diagnosis

    Understanding the business, the financial structure, leadership's priorities and the main challenges.

  2. Prioritization

    Agreeing the work agenda, the critical decisions and the initiatives with the greatest potential impact.

  3. Structuring

    Building the models, analyses, processes, financial alternatives and action plans required.

  4. Execution and follow-through

    Working with internal teams to implement initiatives, track indicators and support the necessary adjustments.

Scope is set according to each company's needs, from a single area to a broader financial mandate. We work alongside leadership and the finance team, not in place of them.

What sets us apart

Executive experience applied to the company's reality.

Finder combines experience in executive finance roles, treasury, financial planning, fundraising and relationships with financial institutions.

The work spans strategy and execution. It does not stop at reports or recommendations: we support leadership in analyzing decisions and work with internal teams to put them into practice.

Experience across sectors, financial institutions and growing companies makes it possible to look at each challenge from three angles:

  • The company

    What the business needs and can sustain.

  • The financiers

    What banks, funds and investors examine before they approve.

  • Execution

    What the team can implement, and on what timeline.

Engagements are led by Fernando Deprá, a former CFO with 18 years between the bank credit desk and the CFO's chair. FGV EAESP graduate, with executive programs at Harvard Business School, INSEAD and Stanford through Endeavor.

More about Finder →

Who it is for

For companies whose financial management needs to step up.

  • Growing companies professionalizing their financial management.
  • Mid-sized companies structuring planning, cash and financing.
  • CEOs and owners who need more visibility on the company's finances and next steps.
  • Boards and shareholders who need financial analysis to support decisions.
  • Companies preparing investments, expansion or a fundraising.
  • Organizations whose finance function needs to evolve in processes, KPIs and execution capacity.

Every engagement starts with a conversation to confirm that advisory is the right format. Sometimes a fixed-scope financial product is the better answer.

In practice

A real case, without naming 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.

Contact

Ready to strengthen your company's financial management?

We will understand the business challenges, identify the financial priorities and assess how Finder's experience can support decision-making and the delivery of your financial agenda.

WhatsApp

+55 11 91318-8399

Email

fbdepra@finderfunding.com

LinkedIn

linkedin.com/in/fdepra

The first conversation is free of charge.