Mini Case Studies
All our works and data
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
ERP System Transition & Books Cleanup
Deliverable Name:
ERP Implementation & Financial Data Cleanup
Work Delivered:
Streamlined financial records and transitioned to a new ERP system; reorganising $60M of book balances, cleaning books of accounts, reclassifying thousands of old transactions, vendors, & bringing accuracy within 4 months.
Client Industry:
E-Commerce, USA
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Advanced Reporting using Power BI
Deliverable Name:
Power BI Automated Reporting System
Work Delivered:
Developed and implemented a state of art Analytics system, Power BI, with Daily, Weekly & Monthly reporting across all departments, leading to a 10% sales increase and a 20% reduction in marketing spend within in 5 months.
Client Industry:
CPG/E-Com, US/UK
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
13-Week Cash Flow Forecasting
Deliverable Name:
13-Week Rolling Cash Flow Forecast
Work Delivered:
Created comprehensive rolling 13-week cash flow forecast, incorporating all receivables, payables, opex, & capex needs, enhancing visibility into forward-looking cash needs and reducing cash out risks by 50%.
Client Industry:
Multiple Industries, Global
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Automated Inventory Monitoring
Deliverable Name:
Automated SKU Level Inventory Monitoring System
Work Delivered:
Implemented an automated inventory monitoring system, modeling SKU level current stock, sales trends, raw materials, Lead times, & more; reducing stock-outs by 50% and freeing up 30% of capital tied in overstocking.
Client Industry:
Retail & E-Commerce, Global
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Real-Time Market Tracking
Deliverable Name:
Real-Time Market & Competition Tracking Implementation
Work Delivered:
Introduced API-driven real-time market tracking, bringing clear insights to competitor pricing, keywords, and top selling products; enabling dynamic pricing strategies, reducing marketing spend, and increasing net margins from 10% to 14%.
Client Industry:
E-Commerce, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Investor-Grade Financial Projections
Deliverable Name:
Five-Year Financial Forecast for Fundraising
Work Delivered:
Created a robust investor-grade 5-year financial forecast, with Business Valuation, Sensitivity Analysis, showing clear growth trajectory, potential challenges, cash needs, Income Statement & Balance Sheet; and facilitating successful representation to investor groups.
Client Industry:
Renewable Energy, US | Manufacturing, UK
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Investor Representation and Fundraising Strategy
Deliverable Name:
Strategic Investor Negotiations & Fundraising
Work Delivered:
Skillfully represented company and shareholders in fundraising efforts, advising on negotiations, term sheets, and post-sale compensation, culminating in an $8M increase in investment inflow.
Client Industry:
Renewable Energy, US | Manufacturing, UK
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
M&A Due Diligence Management
Deliverable Name:
M&A Transaction Due Diligence Oversight
Work Delivered:
Managed the comprehensive Financial due diligence process, against a US Fortune 100 Company, for a $200M M&A transaction, ensuring thorough analysis, evaluation, reasoning, justification and representation for the company to the buyers.
Client Industry:
Renewable Energy, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
FinOps Department Cost Reduction
Deliverable Name:
FinOps Cost and Bandwidth Optimization
Work Delivered:
Optimized FinOps department by automating processes and reportings requirements, by substituting manual work processes to automated processes, and thereby reducing personnel costs & bandwidth requirements by 40%.
Client Industry:
Renewable Energy, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Critical Finance Function Management at Transition
Deliverable Name:
Finance Function Leadership Transition
Work Delivered:
Seamlessly took over critical accounting, FP&A, and CFO roles amidst mass internal turnover of the existing team, ensuring continuity in finance operations, treasury, and investor reporting.
Client Industry:
Renewable Energy, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Power BI Implementation for FP&A
Deliverable Name:
FP&A Automation and Efficiency Boost
Work Delivered:
Significantly enhanced the FP&A role by integrating automated reporting tools and providing deeper departmental insights, which collectively boosted project execution efficiencies by 40%. This transformation underscored the value of leveraging technology to drive financial planning and analysis.
Client Industry:
E-Commerce, USA | CPG, UK
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
KPI & OKR Framework Implementation
Deliverable Name:
Company-Wide KPI & OKR Development
Work Delivered:
Collaborated with the CEO to develop and implement a measurable KPI & OKR framework, enhancing strategic focus and operational tracking with weekly data-driven reports.
Client Industry:
Healthcare, USA | CPG, UK
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Inventory Planning Optimization
Deliverable Name:
State & Project Level Inventory Planning Tool
Work Delivered:
Developed a comprehensive inventory planning tool that meticulously optimized state and project level inventory management by 50%. This tool enabled precise forecasting & inventory requirements planning, significantly improving procurement and planning.
Client Industry:
Various, Global
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Investor-Ready Financials Preparation
Deliverable Name:
Financial Preparation for Fundraising
Work Delivered:
Prepared the company for fundraising by making financials investor-ready. Audited & cleaned up of financials, consolidated mutli-country and multi currency accounts, provided segment financials and ensuring legal and regulatory compliance of Financials.
Client Industry:
CyberSecurity, UAE & US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Investor Deck Preparation
Deliverable Name:
Investor Deck Creation (Finance Section)
Work Delivered:
Crafted the finance section of investor decks, including profitability and expense analysis to attract potential investors. Further, clarified Investment Ask backed by clear breakup and justification, along with plan for deployment of the raised money.
Client Industry:
CyberSecurity, UAE & US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Fund Investor Reporting Package
Deliverable Name:
Reporting Package for Fund Investors
Work Delivered:
Developed comprehensive reporting packages for various Institutional fund investors, showcasing in-depth financial health of the invested fund capital into various portfolio companies.
Client Industry:
PE Fund, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Cash Flow Analysis Streamlining
Deliverable Name:
13-Week Cash Flow Analysis Optimization
Work Delivered:
Streamlined the 13-week cash flow analysis for the fund and portfolio companies, enhancing clarity on fund requirements and saving crucial time. The work entailed week level consolidation, segmentation, and analysis of the cash to be generated, deployed and used up across dozens of PortCo and Fund entities, including factoring for complex inter-company transactions.
Client Industry:
PE Fund, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Cosmos Implementation Review
Deliverable Name:
Cosmos Consolidated Reporting Review
Work Delivered:
Evaluated and reviewed the implementation of Cosmos for efficient consolidated reporting purposes. Combing data from 10 different reports spread across 100+ data points and multiple holding and subsidiary company.
Client Industry:
PE Fund, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Closing Checklist Preparation
Deliverable Name:
Financial Closing Checklist
Work Delivered:
Prepared a detailed checklist, with entity-wise, task-wise & person wise breakup, to monitor and ensure accuracy in monthly, quarterly, and annual financial closings, across dozens of holding entities, pass thru entities, manager entity and portfolio companies.
Client Industry:
PE Fund, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Accounting System Streamlining
Deliverable Name:
Portfolio Company Accounting Optimization
Work Delivered:
Assisted in streamlining the accounting and finance systems of portfolio companies, enhancing efficiency and accuracy.
Client Industry:
PE Fund, US
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
ERP Platform Selection and Transition
Deliverable Name:
ERP Selection and Implementation Savings
Work Delivered:
Guided the selection and transition to a new ERP platform, achieving significant cost savings and time efficiency by foregoing traditional consultancy routes, highlighted typical potential mistakes company’s make to avoid them, co-ordinated with internal teams; ensuring faster and seamless transition
Client Industry:
Various Industries, Global
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Budgeting and Variance Analysis
Deliverable Name:
Annual and Monthly Budgeting Analysis
Work Delivered:
Revolutionized financial oversight with detailed monthly budgeting, forecasting, and variance analysis, uncovering key performance insights and fostering collaboration with Sales and Production to elevate operational efficiency.
Client Industry:
Various, Global
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Daily Accounting Management
Deliverable Name:
Day-to-Day Accounting Oversight
Work Delivered:
Oversaw the daily accounting operations, ensuring timely and accurate financial reporting.
Client Industry:
Various, Global
StrategyCFO Mini Case Studies: Delivering Financial Brilliance!
Annual Financial Statement Audit
Deliverable Name:
Financial Statement Audit Coordination
Work Delivered:
Coordinated and ensured the completion of annual financial statement audits, maintaining compliance and transparency.
Client Industry:
Various, Global