CBB Specialist Finance Director 1990 2004 2015 Ch Chart rtered - PowerPoint PPT Presentation

Oct 09, 2022 •456 likes •823 views

CBB Specialist Finance Director 1990 2004 2015 Ch Chart rtered Accountant . . TO TOO BORING! Referrals Client Example 1 Web hosting and consultancy Trigger for referral Quote for major contract Outside

CBB Specialist Finance Director
1990 2004 2015
Ch Chart rtered Accountant …………. …………. TO TOO BORING!
Referrals
Client Example 1 Web hosting and consultancy
Trigger for referral Ø Quote for major contract Ø Outside comfort zone
Achievements Ø Developed plan, won contract Ø Introduced monthly management accounts Ø Invoice in advance Ø Attend key client meetings
Client Example 2 Trade Association
Trigger for referral Ø Finance team review Ø No financial information
Achievements Ø New structure with split roles Ø Streamlined processes Ø Monthly accounts/budgets Ø Formal Board reporting
Client Example 3 Local Manufacturer
Trigger for referral Ø Why is the Finance function so inefficient?
Achievements Ø System improvement project: finance, purchasing, stock, sales order processing, warehouse, reporting Ø Mentoring Accounts Manager
No standard service Ø Finance development: Ø Team Ø Processes Ø Information Ø Informed decision making
Ideal referrals Ø Lack of finance ability Ø Finance not meeting expectations Ø Review/change in finance team
What to say? Ø I know someone I trust who would be willing to have a chat Ø Successfully helped lots of companies
CBB Specialist Finance Director

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