Office of the CFO
Strategic Finance Advisory
Financial analysis for growth, pricing, portfolio choices, capital allocation and decisions that sit beyond routine FP&A.
When this helps
Recognisable situations.
- 01
Growth options compete for capital
Management needs a common economic framework across products, locations or acquisitions.
- 02
The business model is changing
Pricing, channel, recurring revenue or service mix alters cash and margin behaviour.
- 03
A board needs an independent financial view
The strategic narrative must be tested against operating assumptions.
- 04
A high-consequence decision is difficult to reverse
The business needs explicit options, downside and breakpoints before commitment.
Scope
The service is configured to the facts and decision.
Economics
- Business-model and unit-economics analysis
- Pricing and margin architecture
- Customer, product and channel profitability
- Capital allocation
Decision cases
- Growth and market-entry cases
- Make-buy-partner analysis
- Capacity and footprint decisions
- Acquisition and divestment comparisons
Governance
- Decision memoranda
- Scenario triggers
- Benefits tracking
- Board reporting
Engagement path
Five stages, one accountable thread.
- 01
Define the decision
Clarify the decision, constraints, stakeholders and evidence required.
- 02
Build the fact base
Reconcile the financial, tax, operational and contractual information that drives the issue.
- 03
Develop options
Model viable paths, explicit trade-offs and downside cases.
- 04
Execute the work
Produce the agreed analysis, operating cadence and decision materials with senior ownership.
- 05
Embed and hand over
Document the method, train the responsible team and retain an escalation path where needed.
Typical deliverables
Defined before work begins.
- Strategic finance memorandum
- Unit-economics model
- Capital-allocation framework
- Scenario matrix
- Decision thresholds
- Implementation scorecard
Questions
Common engagement questions.
How is this different from strategy consulting?
Every option is expected to survive a financial model, cash-flow test and implementation plan.
Can the work support an investment committee?
Yes. Deliverables can be structured for board, owner or investment-committee decisions.
Next step
Discuss strategic finance advisory.
Share the situation, timing and decision. A senior adviser will respond directly and confidentially.