Financial Control & Management Reporting
Common problem: Management accounts are often late or inconsistent, while monthly reporting still depends heavily on manual spreadsheet consolidation.
How I help: I review the existing reporting cycle, identify bottlenecks and control gaps, and redesign the reporting process, management-pack structure, data model and dashboard approach.
Practical value: A faster, more reliable monthly reporting cycle, with clearer visibility for decision-makers.
Likely deliverables: Reporting-cycle diagnostic, redesigned management pack, control checklist, reporting architecture and rollout plan.
Engagement type: Fixed-scope diagnostic, short project, or remote retainer.
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Finance Transformation & Workflow Automation
Common problem: Recurring finance activities consume significant time, rely heavily on manual processes or lack clear ownership and controls. Management may recognise that the function is inefficient without having a structured view of where the problems lie or how to address them.
How I help: I assess reporting processes, controls, systems and team capacity to identify opportunities for improvement and automation. I then design practical, controlled and auditable workflows. Where a finance or ERP implementation is involved, I help define finance requirements and coordinate testing, training and go-live activities with the technical implementation team.
Practical value: Less time lost to manual, repetitive finance work, with auditable controls built into the automation.
Likely deliverables: Diagnostic report and prioritised improvement roadmap, process map, automation design, pilot tool or template, requirements specification and go-live support.
Engagement type: Fixed-scope project, or contract / interim support.
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