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At EF Financial we're here to help - whether that is providing consistent part-time support and advice for your business, or fulfilling a more urgent need like a gap in resource while you recruit. We pride ourselves on our friendly and professional approach, and will always put your business first.
At EF Financial we're here to help - whether that is providing consistent part-time support and advice for your business, or fulfilling a more urgent need like a gap in resource while you recruit. We pride ourselves on our friendly and professional approach, and will always put your business first.
Regular, reliable support
Regular, reliable support
Leading monthly management reporting, including Key Performance Indicators (P&L, Balance Sheet, Cash Flow Statements) and driving improvements to commercial reporting, e.g. reporting and management of sales pipeline and marketing lead generation.
Partnering the CEO on long-term forecasts and investment cases
Leading monthly management reporting, including Key Performance Indicators (P&L, Balance Sheet, Cash Flow Statements) and driving improvements to commercial reporting, e.g. reporting and management of sales pipeline and marketing lead generation.
Partnering the CEO on long-term forecasts and investment cases
Building integrated/dynamic models in preparation for fundraising or exit processes
Building integrated/dynamic models in preparation for fundraising or exit processes
Leading the annual Budget and re-forecasts
Leading the annual Budget and re-forecasts
Reviewing the control environment and making recommendations for improvements
Reviewing the control environment and making recommendations for improvements
Liaising with key stakeholders (investors, lenders) and providing required reporting and analysis
Liaising with key stakeholders (investors, lenders) and providing required reporting and analysis
Mentoring of staff in the Finance team and advising on the selection and recruitment of staff
Mentoring of staff in the Finance team and advising on the selection and recruitment of staff
Overseeing statutory reporting and audit
Overseeing statutory reporting and audit
Project management of e.g. a carve-out, including the selection and implementation of new accounting systems.
Project management of e.g. a carve-out, including the selection and implementation of new accounting systems.
Interim support
Interim support
As needed - EF Financial are happy to consider short or longer-term interim roles.
As needed - EF Financial are happy to consider short or longer-term interim roles.
One-off projects
One-off projects
Examples - please get in touch to discuss your need.
Build a dynamic, intergrated financial model to form the basis for fundraising or an exit.
Examples - please get in touch to discuss your need.
Build a dynamic, intergrated financial model to form the basis for fundraising or an exit.
Project management of e.g. a carve-out, including the selection and implementation of new accounting systems.
Project management of e.g. a carve-out, including the selection and implementation of new accounting systems.
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