Representative composite case study
CFO and FP&A reset for a multi-entity family business
Field services and property operations · Founder-led family group · Fractional CFO leadership, FP&A and finance transformation
Representative composite based on recurring mandate patterns. Client identities, facts, timing and results are altered or combined for confidentiality and should not be read as a claim about one identifiable client.
Situation
Growth had outpaced finance infrastructure
A family-owned group had expanded across several operating entities while reporting remained cash-basis, entity-specific and heavily dependent on the owner. Management could see revenue growth but not contribution margin, working-capital absorption or the performance of individual locations.
The immediate question was whether the next stage of growth could be funded safely without adding another layer of owner intervention. The mandate therefore combined finance leadership, FP&A, entity-level reporting and practical operating cadence rather than a one-time model.
Constraints
What shaped the work.
- The owner wanted better control without installing a large corporate finance department.
- Several family members had operating and ownership roles.
- The accounting close had to continue throughout the redesign.
Work performed
How the mandate was approached.
- 01
Reconciled entity-level reporting and built a common chart of management accounts.
- 02
Created a driver-based budget and rolling forecast by location and service line.
- 03
Installed a weekly cash and collections cadence.
- 04
Designed the future finance organisation and decision calendar.
Deliverables
The working artefacts.
- Integrated forecast
- Location and service-line management pack
- 13-week cash-flow model
- Finance operating model
- Board and family-owner dashboard
Expertise applied
Connected practices under one lead.
Next step
A comparable situation to discuss?
Describe the facts at a high level. Specific experience and fit will be discussed confidentially.