Finance transformation for Swiss SMEs
Figures arrive late, key reports are assembled manually and responsibilities remain unclear. Finance transformation addresses these workflows. FinanceInterim combines finance leadership with process work, system integration and support for your team.
Start with the decisions
Which figures does management need, when, and at what quality? These questions define the target. We then decide which processes and tools need to change.
Connect closing, planning and reporting
Accounts, metrics and responsibilities need to align. We examine handovers, reconciliations and manual tasks in the monthly close, then prioritise implementation around capacity and urgency.
Use BI and automation where they help
A finance cockpit can bring together information from the ERP and other sources. Automated reporting needs a reliable data foundation and people who can review the output. Our existing articles explain the transition from spreadsheet reporting to a usable cockpit.
Make the change work for the team
New workflows need clear roles, documented steps and people who can operate them. FinanceInterim works with finance and IT throughout implementation so that reporting and processes remain usable in everyday work.
Measure progress against the starting point
We document where time is lost and which problems make decisions harder. Suitable measures may include closing time, manual reconciliations or report availability. Targets are agreed for the assignment.
Questions about the assignment
Does this require a new ERP?
That depends on the starting point. We first review data, processes and requirements. Improving existing systems can also form part of the solution.
Related expertise
Discuss the next step
In a free initial consultation, we discuss your situation and the scope of support. Switzerland and DACH, on site, hybrid or remotely.