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SERVICES / SOLUTIONS
"Fast, Focused, and Ready for Action..."
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At Finaided, we focus on solving real-world challenges bytackling detailed operational issues and enhancing thefunctionality of your systems and processes. Beyond processesand systems, we help deliver tangible service products,comprehensive documentation, insightful reports, andactionable suggestions for operational improvement.
We are strongly focused on functional systems supported bytechnology that drives operational effectiveness, includingworkflow automation, ERP optimization, and the implementationof AI-powered tools.
BUSINESS TRANSFORMATION & PROJECT MANAGEMENT
Solution
We support organizations in identifying the causes of underperformance and realigning
their business model, operations, and strategy for sustainable profitability.
Services
- Financial and operational diagnostics to identify performance gaps.
- Strategic repositioning of products, markets, or pricing models.
- Review and optimization of cost structure.
- Reorganization of sales, marketing, and service processes.
- Implementation of performance monitoring and accountability measures.
Customer situation
Operationally stable companies that regularly fail to meet their targets are facing
underlying problems in market positioning, cost management, or internal
implementation that require strategic realignment rather than crisis management.
Approach
- Analysis of historical performance data, market trends, and competitive
landscape.
- Involvement of executives in developing a repositioning plan with measurable
goals.
- Support in implementation through targeted process changes, competence
building, and governance strengthening.
- Close monitoring and adjustment based on early feedback.
Example
Working with a medium-sized manufacturing company with declining margins, we
developed a pricing strategy, optimized procurement, and streamlined
processes—resulting in a 15% increase in EBITDA within 12 months.
Solution
Rapid mobilization of expert knowledge to address acute performance issues or
operational disruptions — stabilizing the business, restoring confidence, and developing
a path to recovery.
Services
- Immediate assessment of financial, operational, and market situation.
- Turnaround plans with measurable goals.
- Reorganization of operational processes to eliminate bottlenecks.
- Interim management to steer crisis implementation.
Customer situation
Companies experiencing declining performance, supply chain disruptions, loss of key
personnel, or operational bottlenecks risk revenue losses and reputational damage
without rapid intervention.
Approach
- Deployment of experienced crisis managers to stabilize the situation.
- Establishment of short-term performance KPIs and monitoring.
- Implementation of urgent cost controls, process adjustments, and resource
reallocation.
- Transition to a sustainable medium-term improvement plan.
Example
During a regional supply chain disruption for an energy trading group, I coordinated
cross-functional teams, restored operations within six weeks, implemented emergency
procurement, and strengthened customer confidence — thereby avoiding potential
losses of €5 million.
Solution
We transform strategic ambitions into actionable, measurable plans and create the
performance infrastructure necessary for sustainable value creation.
Services
- Development of strategic plans and alignment with operational goals.
- Budgeting, forecasting, and establishment of KPI systems.
- Management of corporate portfolios and benefit assessments.
- Reporting to the board of directors, investors, and lenders.
Customer situation
Executive boards and investors expect insight into performance compared to plan, but
many organizations lack the governance structures and data quality to deliver this.
Approach
- Facilitation of strategy workshops with senior management.
- Translation of the vision into measurable KPIs, linked to budget and forecast
cycles.
- Development of management dashboards and governance reports for tracking
success.
Example
For a commodity trading group (€1.9 billion in revenue), we implemented group-wide
planning and forecasting cycles for the first time, providing a consistent view of
performance across 14 units and enabling faster, more strategic decisions.
Solution
We stabilize distressed companies, restore stakeholder confidence, and develop
sustainable recovery plans to return profitability.
Services
Financial restructuring and debt relief strategies.
Fiquidity management and cash flow optimization.
Asset disposals and portfolio restructuring.
Negotiations with creditors and stakeholders.
Customer situation
Companies in difficulty are under immediate liquidity pressure, struggling with declining
profitability and creditor claims, which requires swift and decisive action.
Approach
Crisis assessment – Rapid financial health check and liquidity analysis.
Stabilization – Introduction of cost controls, renegotiation of terms, and
restructuring of liabilities.
Recovery planning – Redesign of the business model, optimization of processes,
and focus on profitable growth.
Example
As Executive Director of an energy trader with €60 million in sales in the Western
Balkans, I led a financial restructuring that freed up €6 million in capital, reached break-
even in six months, and repositioned the business in profitable wholesale gas trading,
with contracts worth €30 million.
Solution
From transaction strategy to post-acquisition integration, we offer the financial and
operational expertise to maximize the value of the transaction and minimize integration
risks.
Services
- Financial due diligence in purchase and sale processes.
- Valuation modeling and optimization of the financing structure.
- Integration planning for systems, processes, and governance.
- Preparation and support for divestitures.
- Tracking and reporting of synergies after mergers.
Client situation
Private equity funds, strategic investors, and corporate buyers often face tight
schedules, incomplete information, and the challenge of managing complex integrations
across multiple locations.
Approach
- Pre-deal support – Sound financial analyses, valuation models, and risk
identification.
- Integration blueprints – Design of cultural, process-related, and technological
integration plans in line with the deal framework.
- Implementation monitoring – Management of an integration PMO to track
milestones and realize synergies.
Example
Supporting a private equity-backed automotive dealer with internal due diligence and
strategic planning prior to investor exit. Developing an integration framework to
streamline cross-border financial functions, improve EBITDA reporting, and position the
company for a successful IPO.
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START UP & PE BACKED SME SUPPORT
Solution
We integrate directly into your organization to provide accounting and reporting support
at the level of a permanent team member — with continuity, quality, and
responsiveness.
Services
- Comprehensive accounting, reconciliations, and monthly closings.
- Preparation of management reports and executive board dossiers.
- Support with budgeting, forecasting, and variance analysis.
- Compliance with legal, tax, and group reporting requirements.
Customer situation
Customers may have limited internal capacity due to staff turnover, rapid growth
phases, or temporary resource gaps, but still require seamless accounting and
reporting.
Approach
- Full integration into internal teams, processes, and systems.
- Delivery of results with the same frequency and quality as internal employees.
- Proactive provision of insights and recommendations beyond pure transaction
processing.
Example
Working as an embedded finance manager for a multi-market professional services firm,
I delivered complete monthly financial statements, management reports, and regulatory
filings for nine months without interruption during a recruitment gap.
Solution
We support start-ups and young companies with high potential in their transition from
entrepreneurial structures to scalable, well-managed organizations that are ready for
sustainable growth and investor confidence.
Services
- Establishment or improvement of governance structures and reporting for the
executive board.
- Design and implementation of financial processes and controls.
- Development of budgeting, forecasting, and KPI frameworks.
- Establishment of risk management, including regulatory compliance.
- Advice on financing readiness and capital structure optimization.
Customer situation
Founders and young companies often outgrow their initial operational structure. As
revenue and complexity increase, they need formal governance, professional finance
functions, and stronger risk frameworks to scale successfully and attract investment.
Approach
- Gap analysis of governance, financial management, and operational processes.
- Prioritization and implementation of short-term stabilization measures.
- Introduction of scalable processes, systems, and reports at the investor level.
- Interim leadership or embedded support to shape the transition.
Example
Support was provided to a FinTech start-up in transitioning from founder-led accounting
to a structured finance function, establishing governance reporting to attract institutional
investors, and developing a KPI dashboard that improved decision-making and investor
relations.
Solution
We improve liquidity transparency, optimize capital structures, and reduce financing
costs through disciplined treasury strategies.
Services
- Design and implementation of treasury guidelines.
- Group-wide cash flow forecasts.
- Optimization of the financing portfolio.
- Hedging strategies and market risk management.
- Customer situation
- Companies with geographically dispersed activities often struggle with effective
liquidity management, which results in higher financing costs and liquidity risks.
Approach
- Centralization of treasury monitoring and processes.
- Introduction of treasury management systems.
- Negotiation of improved terms with banking partners.
Example
Reduction of average financing costs by 30 basis points for a €120 million portfolio at a
consumer credit financing group through debt restructuring and renegotiation.
Solution
Comprehensive support in securing external, internal, or hybrid financing, tailored to
strategic goals.
Services
- Preparation of investor documentation and business cases.
- Negotiation of financing structures and terms.
- Coordination with legal and financial advisors.
Customer situation
Companies in need of expansion or restructuring require capital, but often lack the
resources or expertise to manage the process independently.
Procedure
- Identification of optimal financing sources.
- Development of compelling investment offers.
- Support during negotiations and closing.
Solution
Comprehensive outsourced accounting and reporting services that ensure accuracy,
compliance, and timely delivery of financial information.
Services
- Accounting and maintenance of the general ledger.
- Monthly and annual closing processes.
- Management and closing reports.
- Sales tax, income tax, and regulatory filings.
Customer situation
Organizations may not have the capacity or expertise to handle complex accounting
requirements, especially across multiple jurisdictions.
Approach
- Establishment of standardized reporting formats.
- Implementation of controls to ensure accuracy and compliance.
- Timely delivery of reports for management and regulatory requirements.
We deliver a complete re-engineering of the finance function — aligning
processes, technology, people, and governance to create a high-performance
finance organization that delivers both strategic insight and operational efficiency.
Services
- Review and redesign of the finance operating model.
- Implementations of ERP, MIS, and BI (Microsoft NAVISION, IBM Cognos, SAP,
MS BI).
- Implementation of consolidation tools and adoption of the IFRS/US GAAP
framework.
- Process automation for accounting, treasury, and reporting workflows.
- Competency development and training for the finance function.
Customer situation
Organizations often work with outdated or fragmented financial systems, highly manual
processes, and limited ability to generate timely insights. This hinders decision-making,
increases compliance risks, and drives up operating costs.
Approach
- Diagnostics & benchmarking – Rapid assessment of current systems, processes,
and team capabilities.
- Design – Development of a blueprint model of the finance function, optimized for
scalability, transparency, and compliance.
- Implementation – Deployment of ERP/MIS/BI solutions, integrated into core
workflow.
- Change Management – Ensuring acceptance through stakeholder engagement,
user training, and phased transition.
Example
We acted as interim group CFO and project manager for a comprehensive digitalization
program for the finance function of a leading automotive retail group in Central and
Eastern Europe (€700 million in revenue). We revised the implementation plan,
integrated ERP platforms across 14 companies in four countries, and established
group-wide reporting standards — resulting in a 40% reduction in monthly closing times
and improved investor reporting ahead of IPO preparations.
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TEMPORARY PLACEMENT & INTERIM CFO SERVICES
Solution
We offer immediate, practical guidance for managing organizations in phases of
transition, transformation, or crisis.
Services
- Interim CFO, COO, or program manager.
- Governance and stakeholder management.
- Leadership in turnaround and transformation projects.
- Customer situation
- Leadership gaps or complex changes require experienced executives who can
deliver results without a long training period.
Approach
- Quick assessment of organizational needs.
- Assumption of operational and strategic leadership.
- Achievement of measurable results within defined time frames.
Example
Employed as interim CFO of a multinational corporation, managing cross-border
financial operations, preparing for investor exit, and overseeing a €60 million financing
portfolio.
Solution
Short- to medium-term provision of experienced financial professionals to fill critical
positions, ensure operational continuity, and transfer knowledge.
Services
- Interim controlling and accounting support.
- Temporary roles as finance manager or controller.
- Bridging during recruitment or restructuring.
Customer situation
Sudden departures, rapid growth, or project requirements create an urgent need for
qualified financial management without long-term commitments.
Approach
- Matching customer requirements with experienced interim staff.
- Seamless integration into internal teams.
- Maintaining business operations while improving them.
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TEMPORARY PLACEMENT & INTERIM CFO SERVICES
Our financial modeling services provide comprehensive solutions for businesses navigating complex financial decisions. We specialize in building customized models for M&A transactions, Leveraged Buyouts (LBOs), fundraising, and capital structuring. Whether you’re considering a merger, preparing for an acquisition, or structuring debt and equity for a new round of funding, our models offer precise projections and deep insights to help optimize strategic decisions. We focus on delivering clear, actionable results, ensuring you have the financial clarity needed to move forward with confidence.
Our Financial Reporting services provide businesses with comprehensive, accurate, and timely financial insights, ensuring full compliance and strategic clarity. We offer expert support in system implementation, including the integration of Business Intelligence (BI) tools, tailored to fit within your existing legacy ERP systems. This allows for enhanced data visibility and streamlined reporting processes.
We specialize in financial consolidation, ensuring the accurate aggregation of financial data across multiple entities, while maintaining consistency and adherence to company-wide policies. Our team is well-versed in statutory reporting and IFRS standards, ensuring your reports meet both local regulatory requirements and international accounting principles.
Additionally, we manage the annual closing process, preparing detailed financial statements and income reports. We also assist in crafting annual reports that communicate your company’s financial health to stakeholders, and support the creation of professional shareholder presentations that provide key financial insights in a clear, engaging format.
With our end-to-end reporting solutions, we help you navigate the complexities of financial compliance, enhance operational efficiency, and deliver insightful, transparent reports to all stakeholders.
Our Treasury and Working Capital Management services are designed to help businesses optimize cash flow, manage liquidity, and improve financial efficiency. We provide strategic solutions for managing short-term assets and liabilities, ensuring your business has the right balance between growth and financial stability.
We assist in optimizing working capital by streamlining accounts receivable, inventory management, and accounts payable processes, helping you free up cash and reduce the costs of financing. Our team also offers support in cash flow forecasting, liquidity management, and establishing effective cash management strategies to ensure your business can meet its financial obligations while minimizing excess cash reserves.
In addition, we provide guidance on financing solutions and risk management, including foreign exchange and interest rate hedging, to protect your business from market volatility. Our services also extend to treasury system implementation, helping you integrate advanced technology to automate cash management processes and provide real-time financial data.
Through our tailored approach, we enable businesses to enhance financial flexibility, reduce costs, and improve overall working capital efficiency, ensuring that you can make informed decisions with confidence.
Our Budgeting and Forecasting services are designed to help organizations navigate the complexities of financial planning with precision and agility. We specialize in designing and implementing robust, tailored budgeting processes that allow businesses to seamlessly go through regular planning cycles, whether annually, quarterly, or monthly.
We develop and implement complex budgeting models that are directly tied to your company’s operations, ensuring that every financial decision aligns with your strategic goals. Our team works closely with you to integrate data structures, business intelligence tools, and other relevant systems into the budgeting process. This integration creates a dynamic and flexible framework that allows for swift adjustments and re-runs, enabling you to quickly respond to changing market conditions or operational shifts.
By streamlining your budgeting and forecasting cycles, we help you gain deeper visibility into financial performance, improve decision-making, and enhance long-term planning. Our tailored approach ensures that your organization can continuously adapt to evolving business environments, maintaining accuracy and control in all financial forecasts.
Our KPI and Metric Tracking services are designed to provide businesses with actionable insights into their performance at every level of operation. We specialize in developing and implementing a relevant and customized metric system that aligns with your organization’s strategic objectives. By diving deep into operational levels, we create a comprehensive and dynamic view of your business performance, ensuring that key metrics are not just tracked but truly reflective of your company's goals and priorities.
We work closely with you to design a system that captures both high-level performance indicators and granular operational data. Our approach ensures that your organization gains a real-time, holistic view of its performance, enabling informed decision-making at every tier. Additionally, we help integrate these new metric systems into your existing reporting frameworks and tools, ensuring a smooth transition and continuous alignment with your current processes.
With our tailored KPI and metric tracking solutions, we help you not only measure success but also pinpoint areas for improvement, empowering your organization to drive continuous growth and operational excellence.
If you are interested how we approach our projects and how we deliver solutions, feel free to …
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