Fractional FD and CFO services

Strategic business plan design and implementation

Management team commercial advisor

Liquidity optimisation

Financial risk assessments

Company value creation focused

OUR APPROACH

Certus provides hands-on financial management to lead, support and complement, current financial management teams within our clients’ businesses. From specific assignments to longer term management relationships, we build and execute financial business management plans that match client long term ambitions and support in their delivery.

We break this down into three distinct phases:

  • Phase 1: Connect and discover
  • Phase 2: Plan and objective development  
  • Phase 3: Activation

Connect and discover (Phase 1)

  • Understand client’s commercial strategy and final desired outcomes.
  • Review the end-to-end operating model, sales planning and management, current operational costs and corresponding cashflows, linked to underlying key business drivers
  • Review all current financial processes, reporting and outputs
  • Assess financial health of the company overall and validate any pressure points that exist currently

Plan and objective development (Phase 2)

  • Review any exiting financial plans and prepare summary observations for discussion with key stakeholders
  • Refine objectives and risk mitigations, leading to short, medium, and long-term objectives
  • Develop and agree a financial plan linked to underlying business actions, drivers and trends

Activation (Phase 3)

  • Plan activation, timeliness is key, and our review process is geared to be operationally active quickly, and lock in short terms gains
  • Feedback loop: once plan active, support the measurement of actual performance vs planned performance and identify variances to plan
  • Medium and long-term objectives are often iterative, and we expect plan details to refine several times over an extended period to meet firm macro-objectives