I help clients accomplish financial/operational objectives by the assessing of financial/operational situation; developing and presenting financial/operational strategies and plans; monitoring changes in financial/operational status, change management and continuity circumstances.
Key Components I can deliver:
- Markets services by asking for referrals from current clients/departments; meeting prospects at team meetings; responding to inquiries; developing ideas and being able to see the wood from the tree”s
- Assesses clients’ financial/operational situation by gathering information regarding investments, asset allocation, costing structure and evaluating risk tolerance of departments/organisation.
- Develops financial strategies by guiding the client to establish financial goals; matching goals to a situation with appropriate financial plans.
- Obtains clients’ commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Provides financial management information by preparing financial status analyses and reports.
- Update my job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
- Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to the department/organisation.
I am keenly aware of CFOs’ and Controllers’ increasing personal stake in — and accountability for — managing regulatory adherence and compliance, planning and implementing business process improvement and optimization efforts, as well as the never-ending need to find and maintain the ideal balance between risk mitigation and risk taking.
My comprehensive suite of corporate advisory services helps my clients navigate an environment of constant change, achieve optimized performance and accelerate business growth through the transformation of their finance & operations, accounting, risk, and technology functions.
Submit a request below and I will be back in contact in less than 24hours. Look forward to working with you and your organisation