Our competent CFOs/Controller Partners manage multiple SME business owners under agreed virtual and shared CFO services mandate with high level of multi-faceted professional competencies and standards. While Virtual CFO is more about serving clients off-site via telecommunication technology, shared CFO is largely on-site presence at our clients' offices. We have also chalked out unique proprietary engagement model keeping in mind traditional and strategic role of CFOs.
We deploy unique execution methodology in our engagement framework by blending skilled People, Processes, Powering technology with our superior network & knowledge management practices bringing measurable impact.
Convergence of above at the core with unique execution &proprietory engagement model by deploying our experienced, trained Associate & Network Partners
The three stage process in our engagement deliverables consist of following stages:
Our CFO services mandate rely heavily on Information Technology (IT) framework & our domain expertise
Enquire on Business framework |
Evaluate with CFO level overview |
|---|---|
| Promoters background | Transaction processing flow |
| Investors background | Controls -P&L/B.Sheet items |
| Board members | Automation Tools |
| BU, Support Heads | IT Platforms – Ops & Fin |
| Legal entity/JV/Subs/LLP | Outsourcing partners & process |
| Peers in public & private | Key document on policy |
| Business apex body/blogs | MIS at BU/Board level |
| Govt. regulatory approvals | Cash flow & WC chain |
| Current business trends | Tax & Compliance |
| Intra net – QMS - KM | Finance team profile |
Execute Finance & Business integration |
Experience Internal/External stakeholders |
|---|---|
| Identify objectives | Review & track response |
| Prepare methodologies | Feedback system |
| Streamlined processes | Meetings & engagements |
| Apply Methods + Processes | Encounter difficulties |
| Prepare templates | Risk & Assessment |
| Set benchmarks | Time lag |
| Create measurable Metrics | Adaptability & Flexibility |
| Create documentation | Collaboration & team work |
| Change around BPR | Expectation |
Enhancement with continuous engagement |
Enriching business finance as a value driver function |
|---|---|
| Financial matrix tracking | Strategic outsourcing |
| Business & Internal controls | Creating business value |
| Decision support system | Robust Capex/Worex/Opex |
| Business intelligence support | Rewarding people via ESOP |
| Risk mitigation practices | Customers expectation |
| Finance role in business cycles | Investors enrichment via ROI |
| Impacting Corporate governance | Creating Corporate Social Responsibility (CSR)framework |
Proving finance is key driver for business
Measuring deliverables – Cost vs Benefits
Services offerings – Modularity
Standardised approach in execution
No more back office function but backbone
Growth with controls – Value creator
Business & Finance – Understanding levers & integrating them well.
