Supporting Finance and FP&A teams to improve process, reporting and decision making
What we do
We work with organisations to understand and conceptualise their Finance business processes, designing and implementing robust solutions, focusing on clarity and automation.
Financial and Data Modelling
Financial Modelling
Our Financial Models are used to support FP&A teams, debt re-financing, M&A transactions, PPI Project Finance and bespoke modelling challenges
Utilising financial model templates, our models provide a professional output, giving clarity to stakeholders and decision makers
Automation of data flows
We implement tactical solutions to streamline the collection and dissemination of data, eliminating manual effort
Using these tactical solutions we map disparate data sets, bringing together external and internal data and combining commercial, operational and financial information in order to give a joined up view of your organisation
ERP integration
Connecting Financial Models and Reporting Dashboards directly to your ERP systems for seamless, real-time data access
This allows for the production of automated management accounts, monthly roll forward of actuals in models, and dashboards to support the day to day operation of finance teams
Finance Transformation
Finance Function Set-up & Month-end Support
Leading the set-up and operation of core finance functions and building a more robust month-end close by addressing legacy workflows and manual processes.
We specialise in defining and automating repeatable data transformations to improve consistency, control and the speed of close.
Finance Processes, Controls & Technology Enablement
Reviewing, documenting and redesigning core finance processes to strengthen control, consistency and data quality.
Applying a structured, data-driven approach across spreadsheets, reporting platforms and finance systems to enable automation and scale.
Automated Reporting & Financial Insight
Designing and delivering automated management reporting and dashboards using finance data and modern BI tools. Providing timely insight to support decision-making.
EUC Risk Reduction
EUC Policy Development
An organisation’s EUC policy forms the bedrock of a well designed, fit for purpose, EUC control framework
We bring years of expertise in this area, helping organisations to understand the different types of risk exposure, determine suitable risk classifications, and establish controls that find the right balance between effort and risk mitigation
Inventory and Controls
Working with the leading software providers in this area, we build on the EUC policy to utilise technologies to help identify and record critical EUCs throughout organisations
We then provide the tools, training and processes to mitigate the risks these EUCs present, and manage this risk on an ongoing basis as the EUC estate develops
Spreadsheet testing, remediation and retirement
Using in-house software and industry leading processes, we are able to give deep insights into spreadsheet models and EUCs. This allows us to provide assurance, identify significant issues, and offer better alternatives, that build on the SME knowledge the business has.
For organisations looking to reduce their EUC estate, we can help them along this journey, providing robust plans and leveraging our expertise in this area
Our experience
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