FINANCIAL DISCIPLINE

FINANCE MISSION: ORGANIZATION DESIGN, CAPABILITIES & TALENT DEVELOPMENT

  • Finance Organization Design: Structuring finance team to fit business needs and enable career development.

  • Service Delivery Optimization: Designing shared services, centralized, or hub models for finance.

  • Business Partnering: Establishing frameworks between Finance, Supply Chain, and Commercial to move from transactional tasks to strategic co-piloting.

  • Capability Building: Equipping teams with tools for ROI, NPV, cost vs cash trade off evaluation, implementing Zero-based budgeting, Cost benchmarking and cost-to-serve analyses; establish Competitive Intelligence and profit pool analytics capabilities.

  • Training & Coaching: Developing multifunctional finance skills and supporting succession planning, via training, coaching, and interim management services.

BUSINESS SUPPORT: DRIVE VALUE CREATION & BUSINESS RESULTS

  • Strategic Planning Support: facilitate strategic plan alignment, ensuring plans’ sufficiency to deliver financial objectives.

  • Value Creation Plans: Roadmaps for operations efficiency, Revenue and Margin expansion, and SG&A optimization. Monitoring and tracking cost synergies and value creation initiatives.

  • Cash Flow Improvement: Receivables and Payable Balances optimization, payment terms improvement, leaner assortment and inventory management, and structured excess/obsolete handling. Strategically planning and prioritizing capex investments.

  • Financial Modeling & Business Cases: Ad-hoc analysis to support strategic decisions.

GOVERNANCE: IMPROVE CONTROLS, PROCESS & REPORTING

  • Month-End Close: Streamlining close cycles while ensuring accuracy and compliance.

  • Forecasting & Planning: Designing integrated business planning cycles with enhanced communication and cross-functional alignment to improve predictability of operations.

  • Performance Management: Designing dashboards and KPIs to monitor and improve operational performance.

  • Budgeting & Tracking Tools: Implementing Trade Fund, A&P, and Capex planning and control processes.

  • Profitability Reporting: Establishing product costing and trade spend allocation processes to understand true product’s operating profitability.

  • Internal Controls: Designing SOPs and control frameworks for finance operations.

  • Post-Merger Integration: Driving finance system harmonization and process alignment.