This is the work of turning a finance function that’s outgrown its setup into one that can report, forecast and control properly. You bring someone in after fast growth, a funding round, or ahead of a sale, when finance is still running on spreadsheets and goodwill.
When to hire an external consultant
You’ve grown past the point where the current finance setup copes, and the monthly close is a scramble.
A round, a sale or a new owner is coming, and finance needs to be investor-ready before diligence starts.
You need someone who’s built the function before, not a first-timer learning on your books.
Typical activities
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Getting the close, the reporting and the numbers reliable, so leadership can trust what they’re looking at.
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Building the forecasting and planning that lets you see round corners instead of explaining the past.
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Putting in the controls, processes and systems a scaling business actually needs.
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Building the KPI and management reporting a board or investor expects.
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Setting up the finance team and roles so it keeps running after you leave.