Financial Assessment & Performance
A clear view of your company’s financial health, and the moves that improve it.
Talk to us about your numbers
Who It Is for
Owners and executives who want to understand where cost, margin, and value come from.
What You Get
- A financial assessment of position, costs, and margins.
- The waste and cost-reduction opportunities found, ranked by impact.
- A budget and performance review routine.
- Recommendations tied to the strategy and the operating plan.
How We Work
A financial assessment is often part of a wider engagement. In our multimedia case it sat alongside the process revamp and the restructure, so the findings turned into action.
Engagements run on the Otrya Governance & Execution Framework, so you see progress at every gate and decide Go or No-Go.
Where We Have Done It
At a leading multimedia company, a full financial assessment was part of the transformation, which delivered savings equal to at least 15% of annual net profit.
Questions
What does an assessment cover?
Your financial position, costs, and margins, and where money is being wasted, with the opportunities ranked by impact.
Do you replace our accountant or finance team?
No. We analyze and recommend, and your finance team stays in charge of the books.
How long does it take?
It depends on the scope. In our multimedia case, the financial assessment was part of a six-month first phase alongside the restructure and process revamp.
How is the work priced?
We start with a conversation and a proposal, at no charge. The proposal sets out the scope and the work involved, and the price follows. You pay phase by phase, and at each Go/No-Go gate you decide whether to continue.
What information do you need?
Your financial statements, budgets, and cost data, and time with whoever leads finance.
Will you help us act on the findings?
Yes. You receive recommendations tied to the strategy and operating plan, a review routine, and hands-on support, as in our multimedia case.
Talk to Us About Your Numbers
Tell us what you need to understand about your results, and we will suggest where an assessment should start.
Contact details