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CBB
Specialist Finance Director
1990 2004
2015
CharteredAccountant………….
TOOBORING!
Referrals
Client Example 1
Web hosting and consultancy
Trigger for referral
Ø Quote for major contractØ Outside comfort zone
Achievements
Ø Developed plan, won contractØ Introduced monthly
management accountsØ Invoice in advanceØ Attend key client meetings
Client Example 2
Trade Association
Trigger for referral
Ø Finance team reviewØ No financial information
Achievements
Ø New structure with split rolesØ Streamlined processesØ Monthly accounts/budgetsØ 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
ØFinance development:ØTeamØProcessesØInformationØInformed 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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