Case Studies

The Brief

This role focused on providing commercial and strategic advice and guidance to the Chief Executive for the development and implementation of a new strategic project framework to support a significant new approach to project management. The role had overall responsibility for the Finance function including Board engagement, assessment and the subsequent uplifting of team capabilities.

Key Achievements

• Led the Executive and project management community through a period of change and implemented commercial project management disciplines, including project forecasting and strategic funding pool management.
• Developed a forecasting and budget tool to more accurately forecast recoverable revenue from project development to support the budget and ongoing financial management.
• Led the Finance function to a more commercial corporate model through leadership and changing capability.
• Recruited a high-performance team and created a partnership of trust between Finance and the wider organisation.

The Brief

This privately-owned entrepreneurial business, which manufactures and distributes FMCG products in New Zealand for the local and overseas markets, required a short-term CFO to manage rapid growth.

The company had experienced a doubling of turnover and needed to address growing pains while also positioning the business for further growth.

Key Achievements

• Arranged additional funding from multiple sources to support the growth as well as the significant investment of new production equipment.
• Raised the standard of management reporting to fully understand the performance of the business.
• Closely managed cashflow to ensure the future of the company.
• Project managed the installation of the new automated production line.
• Developed comprehensive forecasting models for both profitability and cashflow.
• Improved the governance with the introduction of a professional Board with clear strategic goals.

The Brief

The role assisted the organisation, which had undergone significant revenue growth, to improve its financial management and governance.

Key Achievements

• Implemented reporting to provide transparency on business performance and customer profitability.
• Partnered with the Sales team to implement targeted price increases for under-performing products.
• Thoroughly reviewed the balance sheet and implemented processes and controls to maintain standards moving forward.
• Collaborated with the management team to drive continuous improvement initiatives, financial ownership and accountability.
• Implemented a FX hedging process to better manage FX risk.

The Brief

This role assisted the large Finance team with improving the delivery of key outputs, services and projects after a period of significant organisational change. 

Key Achievements

• Refocused the finance team on customer delivery.
• Redeployed internal resources to focus on areas of challenge and risk.
• Significantly improved the delivery of key team outputs including Board level reporting.
• Overhauled key internal reporting to refine reporting focus.
• Expedited a number of critical projects through to Board approval.
• Developed enhanced financing frameworks to deal with funding constraints.