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Floating CFO

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When you need us

Our Floating CFO model is a long-term partnership through which we take ownership of your financial function, acting as your dedicated financial leadership embedded within the business.

We operate as an integrated financial function within your company — not as external advisors, but as an extension of your team.

Our model is built around flexibility and depth: we step in as your financial leadership, whether that means fully taking over the finance function or strengthening and scaling your existing team as your business evolves.

Companies engage us when financial complexity increases and requires structured, experienced oversight - during periods of growth, transformation, or when decision-making demands stronger financial clarity and discipline.

We are particularly valuable when:

  • there is no need to build a full in-house finance team, but the function must perform at that level 
  • internal teams require reinforcement, structure, or senior-level guidance 
  • the business is scaling and financial processes must evolve quickly and effectively 

We act as a satellite financial team - focused, responsive, and capable of addressing challenges that standard structures cannot solve.

What we offer

We provide end-to-end financial leadership, combining strategic direction with hands-on execution.

We embed into your business and operate as your finance team - aligning financial strategy with business objectives, structuring planning processes, and ensuring full visibility over performance.

Our work begins with defining clear financial priorities and building structured budgeting and cash flow frameworks. From there, we maintain continuous involvement through reporting, active dialogue with management, and ongoing performance monitoring.

Beyond reporting, we focus on what drives the business:

  • profitability and cost structure 
  • pricing and margin optimization 
  • cash flow and capital efficiency 
  • performance tracking and KPIs 

We don’t just analyze - we structure, implement, and refine.

Our role is to bring clarity, discipline, and adaptability into financial management, enabling better decisions and sustainable growth.

Key areas of support

Financial Reporting
We develop tailored financial reporting packages, ensuring data completeness and consistency via reconciling financial information in the financial software and Revenue Services, and providing clear visibility across projects and operations. 

Performance Analysis
We analyze financial performance through key financial ratios (e.g., return on equity, current ratio, debt-to-equity ratio), trends, and break-even assessments, helping you understand what is driving results and where improvements can be made.

Cash Flow Management
We prepare and monitor cash flow forecasts on a monthly basis, compare actual performance against budgets, and support funding planning across your business and investment activities.

Working Capital Optimization
We assess the efficiency of receivables, payables, and inventory, providing practical recommendations to improve liquidity and operational performance.

Policies and Financial Governance
We help establish consistent financial management and reporting policies, ensuring alignment with best practices and supporting compliance with International Financial Reporting Standards where applicable.

Audit and Controls Support
We assist in preparing for external audits by ensuring that financial data is properly organized and compliant with accounting standards. In addition, we provide insights into internal control system, to ensure they are sufficient for safeguarding assets and enabling accuracy in financial reporting.

Strategic Decision Support
We support management in evaluating key decisions through scenario analysis and financial modeling, helping you evaluate the financial impact of strategic actions. We create financial scenarios to predict the impact of different strategic managerial decisions, market conditions, or external factors on the company's financial position.

Our floating CFO service provides the benefit of experienced financial leadership without the need for a permanent executive appointment. 

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