Brief
Finance operating model
Close calendar, roles, procedures and management information the team can run without a heroic month-end.
Mid-market finance teams are rarely short of effort. They are short of a written operating rhythm. Close steps live with one person. Approvals sit in a chat thread. The pack is late because nobody owns day three.
The work is unglamorous and it is the difference between a function and a key-person risk: a calendar, a RACI, a scheme of delegation, and manuals the team will actually open. Then training. Then a handover so holiday does not stop the close.
A function that closes on time when the FD is not in the building.
Related
Fractional FC, FD and CFO
A named principal in the finance seat — owner-managed or PE-backed — on a defined monthly retainer.
Day-rate consultancy and FTC
Call-off days, or a fixed-term contract when a few days a month is not enough.
Entity and team restructuring
Legal entities, reporting lines and the cost of a finance team that grew around people rather than the work.