Outsourced financial management / CFO advisory

1. Brief service summary

Strengthen the management of your finance function through recurring support suited to your priorities and agreed responsibilities. The engagement helps coordinate work, prepare decisions and improve the clarity of financial information.

2. Your needs

Your organisation must structure its finance function, support a change or temporarily supplement its leadership capacity. Teams have skills, but coordination, priorities or interfaces with executive management require additional support.

You wish to define a proportionate engagement without presuming complete replacement of the function.

3. Objectives of the engagement

The engagement aims to organise financial priorities, clarify responsibilities and establish appropriate reviews. It helps bring together budgeting, cash, reporting and management decisions.

The objective is to support the finance function over time, under an explicitly defined mandate and attendance arrangement.

4. Indicative scope

The work may address team organisation, the financial calendar, monitoring of key balances and preparation of executive discussions. Interfaces with accounting and other functions are specified.

Capital transactions, complex financing or other transactions may fall under a separate corporate finance scope, notably service 12.12.

5. Possible delivery arrangements

Initial scoping establishes priorities, intervention frequency and contacts. Periodic reviews, coordination meetings and decision notes help monitor work and decisions expected.

6. Possible deliverables

Deliverables may include a finance-function plan, financial calendar, management summaries and tracking of actions and decisions.

7. Conditions and limitations

The title confers no signing authority, formal corporate appointment or right to handle funds. Delegations must be in writing. Bookkeeping, certification, intermediation and specialist legal instruments are not automatically included. Expertise, responsibilities and professional practice requirements are checked before the corresponding work.