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CBB Specialist Finance Director 1990 2004 2015 Ch Chart rtered - PowerPoint PPT Presentation

Oct 09, 2022 •456 likes •823 views

CBB Specialist Finance Director 1990 2004 2015 Ch Chart rtered Accountant . . TO TOO BORING! Referrals Client Example 1 Web hosting and consultancy Trigger for referral Quote for major contract Outside

  1. CBB Specialist Finance Director

  13. 1990 2004 2015

  14. Ch Chart rtered Accountant …………. …………. TO TOO BORING!

  16. Referrals

  19. Client Example 1 Web hosting and consultancy

  21. Trigger for referral Ø Quote for major contract Ø Outside comfort zone

  22. Achievements Ø Developed plan, won contract Ø Introduced monthly management accounts Ø Invoice in advance Ø Attend key client meetings

  23. Client Example 2 Trade Association

  25. Trigger for referral Ø Finance team review Ø No financial information

  26. Achievements Ø New structure with split roles Ø Streamlined processes Ø Monthly accounts/budgets Ø Formal Board reporting

  27. Client Example 3 Local Manufacturer

  29. Trigger for referral Ø Why is the Finance function so inefficient?

  30. Achievements Ø System improvement project: finance, purchasing, stock, sales order processing, warehouse, reporting Ø Mentoring Accounts Manager

  31. No standard service Ø Finance development: Ø Team Ø Processes Ø Information Ø Informed decision making

  32. Ideal referrals Ø Lack of finance ability Ø Finance not meeting expectations Ø Review/change in finance team

  33. What to say? Ø I know someone I trust who would be willing to have a chat Ø Successfully helped lots of companies

  35. CBB Specialist Finance Director

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