DRAFT Framework · Pillar 04 of 05
Back to overviewModels, cash, margin and decisions made visible — for finance leaders who need the numbers and the artefact behind them, not another slide recommending that they build one.
Book a Finance discovery callWhat this pillar delivers
Most finance advisory ends with a deck. A CFO gets recommendations to improve cash visibility, build a more robust FP&A function, or develop a long-range plan. Then the deck is closed and the same problems remain. Nothing has been built.
The Finance pillar exists to close that gap. We scope the model, connect the data, build and reconcile the artefact, and hand it over with a named owner and documented logic. Whether that's a fractional CFO function that runs your month-end, a 13-week cash flow your bank believes, or a financial model that holds up in a board room — we deliver the thing itself.
Finance leaders have enough advisors telling them what to do. We are the firm that builds what they need and leaves it running when we go.
A driver-based 13-week cash model wired to AR/AP ageing, with weekly actuals-versus-forecast variance and scenario toggles for covenant headroom. Your CFO presents it on Friday; your bank manager believes it on Monday.
See a sample modelServices in this pillar
Every engagement in the Finance pillar closes with a named artefact, documented logic, and a handover session. No orphaned spreadsheets. No models only one person can open.
"I need a CFO-level function but not a full-time CFO salary."
Structured fractional engagement — we run the finance function, own the reporting cycle and sit at the table for the decisions that need a CFO voice. Scoped by days per month, not deliverables.
"I can see the balance today. I have no idea what it will be in six weeks."
A driver-based rolling model, reconciled to your ERP and wired to AR/AP ageing. Weekly actuals loaded, variances flagged, covenant headroom visible at a glance.
"The management accounts take two weeks and nobody reads them anyway."
We rebuild the reporting pack from the numbers up — connecting it to source data, shortening the production cycle and making the output one that finance leaders actually use to make decisions.
"The model exists. Nobody is confident it's right and I can't explain the assumptions."
We build integrated financial models from scratch or review and reconstruct existing ones — three-statement, project finance, acquisition, or valuation. Every assumption documented, every output reconciled.
"The budget process takes three months, goes out of date in six weeks and gets ignored by Q2."
We design and run the annual budget cycle — revenue builds, cost base modelling, departmental consolidation — and leave behind a reforecast-ready model your team operates independently through the year.
"The board pack looks like it was built the night before, because it was."
We design and produce board packs and investor updates that are built from connected data — not reformatted screenshots. Narrative commentary, financial tables and KPIs that tell a coherent story about the business.
"We're profitable on paper. The business is consuming cash faster than we can explain it."
We diagnose the working capital cycle — AR collection, AP terms, inventory turn, accruals timing — identify the leaks and build the tracker that keeps them closed after we leave.
"Revenue is growing but margin keeps compressing and we don't know where it's going."
We map the margin structure — by product, customer, channel or geography — identify the contribution drivers and build a margin analytics layer that makes the pattern visible and repeatable to interrogate.
Finance Engagement — Case Study
"From an 18-day close to a 9-day close in two quarters — and a board pack the FD no longer dreads producing."
[Client Name] was closing 18 working days after month end. The FD spent those 18 days chasing journals, re-running reports and reformatting spreadsheets. The board pack was produced the night before the board meeting — and auditors had raised queries for three consecutive years that the controller couldn't answer without repulling source data.
We scoped the engagement in a single call, connected to the ERP the following week, and began rebuilding the close process from the GL up. We documented every accounting treatment, reconciled the balance sheet in full, eliminated 23 manual journal entries and delivered an IFRS-to-Power BI reporting engine that produces board-ready accounts on day nine with variance commentary pre-populated.
The artefact was handed to the finance team with a named owner, a documented maintenance guide and a live training session. Zero audit adjustments were raised the following year.
How a Finance Engagement Runs
Every Finance engagement follows the same structure — regardless of whether we're building a cash model, a three-statement forecast or a board reporting suite.
A structured diagnostic session where we define exactly what gets built, what data it connects to, who owns it after handover, and what good looks like at sign-off. Scope agreed in writing before work starts. No scope creep by design.
We connect directly to your ERP, GL, bank feeds, AR/AP systems — under a signed data processing agreement. We never work from exported spreadsheets unless there's no alternative, and we document every data source in the model itself.
We build the model, reconcile every output to source, stress-test the assumptions, run scenario sensitivities and issue a draft for your review. Internal technical review before anything leaves our desk. Findings that sit outside scope are flagged separately.
Every engagement closes with a live handover session — your team operates the model, not ours. We document the logic layer, name every data source and leave a maintenance guide so the artefact stays accurate long after the engagement ends.
Thirty minutes. We map the gap between your current finance function and the artefact that closes it — and tell you exactly what we'd build.