Is it Time for a Portfolio Finance Director?

Do you own, or know a company that is struggling with any of the issues below? If so, it might be time to consider hiring a Portfolio Finance Director (PFD).   

• Experiencing rapid growth  

If a business is experiencing rapid growth and things have become more complex financially, then a PFD can help ensure it has the systems and teams in place to scale operations and provide financial stability and guidance.  

• Cash Flow woes  

If cash flow has become an issue, a PFD can identify the cause of the issue and implement strategies to address the problem by optimising working capital and improving liquidity management.  

• Lack of Strategic Planning  

If a company has long-term goals, but the owner doesn’t know how to make these a reality with the finances, then a PFD can help by aligning the financial goals with the business objectives.  

• Complex issues  

If things have become more complex, such as diverse revenue streams, international dealings, or intricate cost structures, then a PFD’s expertise can provide analysis and help manage the complexities.  

• Investment and Funding  

If a company is looking for investment or applying for a loan, a PFD can prepare the financial reports and the financial forecasts needed.  

• Lack of resources  

A PFD can provide dedicated financial expertise if there is a skill shortage or the existing finance team is overwhelmed with responsibilities. A PFD can also help with hiring candidates.  

• Tax and Compliance are getting too complicated  

As a company grows, the tax and regulatory requirements can get more convoluted, so a PFD can ensure all requirements are being met, providing peace of mind to the business owner.  

• Planning for Mergers, Acquisitions, or Exits  

A PFD can help with financial due diligence and structuring deals if a company is considering an acquisition, merger, or IPO.  

If you are struggling with any of the above issues, or know a SME owner who is, then please get in touch to see how we can help.