Commercial & Financial Expertise

as and when you need it

(and not on your payroll when you don’t)

 

 

Many businesses need the commercial & financial expertise of an experienced Chief Financial Officer (CFO) in order to truly exploit the opportunities available to them – to add the most value, to make sure that all the bases have been covered.

The issues are, however, that they cannot afford nor do they need a CFO on their payroll all the time. For many businesses in the SME space, a few hours a week (or a few days a month – or maybe full-time for a short period to deal with a specific project) is all they need.

The solution is a user-pays model – contact the CFO On Demand to provide you the services that you need for only the times that you need them.

 

 

Services

Financial Leadership / Finance Director

  • Director – Member of Institute of Directors, with years of experience in Board interaction
  • Advisory Board
  • Company Secretarial
  • Mentor the Finance Team
  • Stand in to fill a resourcing issue – temporary vacancy, unexpected absence, etc.

 

Commercial

  • Strategy – planning & implementation – development of financial forecasts, projections and reporting to align with strategy
  • Establishment / Enhancement of Management Reporting & Key Result Indicators
  • Performance Analysis – products / customers / business units
  • Situational Analysis – opportunities / cost v benefit / decision modelling / in-house v out-source
  • Commercial assessment of legal agreements / contracts
  • Due Diligence of business acquisitions
  • Capital Project evaluation
  • Preparing business for sale or to attract investment / Succession processes
  • Procurement exercises to reduce cost or increase value from suppliers
  • Balance Sheet / Cashflow enhancement – strategies to release cash

 

Finance

  • Cashflow Forecasting utilising appropriate sensitivities
  • Evaluation of Debt / Equity position – future optimisation in line with strategy
  • Lead financial preparation for IPO
  • Establishment / Enhancement of Treasury Management Policies & Framework
  • Ensure Transactional Banking Facilities are best fit for the business

 

Risk Assessment & Management (incl. Systems Review)

  • Establishment / Enhancement of Delegated Authorities (Financial & Non-Financial)
  • Establishment / Enhancement of Risk Management Framework (Financial & Non-Financial)
  • Establishment / Review of Internal Controls & Accounting Policies
  • IT Systems review & evaluation of alternatives – encompassing financial systems, user experience, data security, disaster recovery

 

Technical Accounting

  • External Financial Reporting
  • Annual Report Preparation (including External Audit facilitation as required)

 

 

If your business has a need for any of the services above, then contact me to discuss how I can be of assistance to you.

Contact:

Gordon Peel                           

Cell: +64 27 534 5733

Email: gpeel@xtra.co.nz

 

 

About Gordon:

Gordon Peel is an experienced CFO with a wide range of experience across a number of industries during his career so far. A logical thinker with the ability to break complex situations into component steps. Proven ability to manage multiple demanding deadlines through periods of rapid growth while ensuring that focus on cashflow and profitability is maintained. Understands the various needs of Private Equity owners, Senior Management of a national business through to Branch Managers of 2 to 3 person operations and can relate to all.