Working directly alongside the CFO of a c.€14M Swiss SaaS enterprise operating across Switzerland, the UK, and the US to build a transaction-ready integrated financial model.
The engagement focused on rationalising disparate regional workbooks and multiple legacy ERP systems into a unified architecture built for both upcoming M&A transactions and ongoing operational control.
Key Execution Highlights:
• Consolidated multi-entity regional financial data (CH/UK/US) into standardized, audit-ready integrated statements.
• Developed flexible reporting outputs across multiple accounting frameworks, including SEC-compliant formats, Natural Class reporting, and both Direct & Indirect cash flow statements.
• Delivered a dual-purpose finance tool serving investor due diligence and ongoing operational FP&A / governance for the executive team.