Usually, some of our clients ask us to act as part-time CFO or as his financial controller, allowing them to a continued access to best practices in financial management at lower cost. Additionally, some of them give us the opportunity to act as board members like trusted external advisors, supporting them in strategic decisions and providing experience in different sectors and companies, commitment as well as independency.

Startup
Projects

Projects related to the initial stages
of new companies
Business Plan Elaboration

It is the essential roadmap for success in any new business. This dynamic document establishes a projection over 3 to 5 years and its goal is to include and highlight the milestones that will ensure the incomes of the new company

Investor relationship

It is a strategic management responsibility that is capable of integrating finance, communication, marketing and securities law compliance. That allows an effective two-way communication between a company, the financial community, and other constituencies, which ultimately contributes to a company's securities achieving fair valuation. We define and execute the communication strategy in terms of financial information that allows valuing and communicating to analysts, investors, media, stock market supervisor agencies, employees, suppliers, and future collaborators.

Recurring
Services

Our continuous and close accompaniment
to clients
CFO Reporting & Analysis

That information can be reported monthly, quarterly or biannual. The content and structure of the report follows the needs of each client and usually contains key information about the income statements, balance sheet status and cash flow forecast. It is complemented with any other information that adds value as sales analysis, projects, investments, etc... In addition, it will be supported with different meetings to ensure the perfect understanding of the report, its impacts and if it is necessary, the definition of mitigation actions.

Strategic Planning
and budgeting

Non recurrent projects leaded by the
Finance Director
PBF (Planning, Budgeting and Forecasting)

In CIB we understand the budget as the way of how available resources should be allocated to achieve the objectives set in the strategy. For that reason, our methodology is a clear Top-Down process which starts with the strategic plan that becomes an annual operational plan (AOP). After that, we will be able to build useful and achievable budgets, as well as scenarios and forecast for the budget follow-up.

Controlling Model & Costing

The main benefits of implementing a controlling model are greater control and transparency in the complex task of the cost allocation. The configuration of this model will have a direct impact on business intelligence and in the measurement of the performance for the different areas, products, channels, etc.

Strategic cost reduction

The main benefits of implementing a controlling model are greater control and transparency in the complex task of the cost allocation. The configuration of this model will have a direct impact on business intelligence and in the measurement of the performance for the different areas, products, channels, etc.

Strategic
Projects

Projects leaded and executed from the
financial area with a high strategic component
SVA (Shareholder Value Analysis)

Projects leaded and executed from the financial area with a high strategic component

Benchmark

Projects leaded and executed from the financial area with a high strategic component

Balanced Scorecard

We identify the critical value drivers of your business and build a scoreboard to monitor all of them.

Business Case

We help you to build your "decision maker tool" for any project or investment assessment.