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