Financial Control & Management Reporting
Common problem: Management accounts are late or inconsistent, and reporting still depends heavily on manual spreadsheet consolidation each month.
How I help: Review the existing reporting cycle, identify bottlenecks and control gaps, and redesign the process, pack structure, data model and dashboard approach.
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.
Discuss this →
Finance Transformation & Workflow Automation
Common problem: Recurring finance tasks consume hours of manual effort, or leadership suspects finance processes are inefficient but lacks a structured view of where and why — including where a finance or ERP system rollout is involved.
How I help: Run a structured diagnostic across reporting, controls, systems and team capacity; identify automatable workflows and design controlled, auditable tools around them. Where a system implementation is part of the picture, I specify finance requirements and coordinate testing, training and go-live with technical implementers — a capability within this service, not a separate offering.
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.
Discuss this →
Supplier & Procure-to-Pay Controls
Common problem: Limited visibility over supplier documentation and payment readiness increases control risk.
How I help: Assess the procure-to-pay cycle and design document and payment-gating controls.
Likely deliverables: Controls assessment, workflow gate design, monitoring dashboard concept.
Engagement type: Fixed-scope diagnostic.
Discuss this →
Operational Analytics & Data Readiness
Common problem: Operational data exists across multiple systems and spreadsheets but isn't turned into decisions — fuel use, workforce productivity, asset performance — with no single reliable source of truth.
How I help: Assess data quality and structure, structure the data, define benchmarks, and build exception-based reporting.
Likely deliverables: Data-readiness assessment, analytics framework, benchmark set, exception dashboard.
Engagement type: Project-based or remote retainer.
Discuss this →
