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Improve the functionning of your financial department
Financial Function diagnostic & recommendations
If you're constantly battling fires and dealing with urgencies in your finance department, it's crucial to gain altitude to identify the root causes of your challenges and strategize effective solutions.
We help you identify the strengths and weaknesses of your current finance department and establish a clear action plan towards operational excellence.
More than just a simple quick scan, the work will result in:
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A list of actions to be taken
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An assessment of the necessary resources (in time and people) to implement them
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The objective: To position your finance department as more than just a back-office function, but as a true enabler of value and growth.
Your needs

Lack of structure

Mistakes and lack of control
You feel overwhelmed by financial disorder and wish to bring clarity and organisation.
You are facing issues such as uncontrolled spending, errors in reporting, lack of explanations about your financial situation, or your accounts are not approved.

Demotivated team
The finance team members feel overwhelmed by the workload or demotivated. They complain about being overqualified for certain tasks.

Change and transformation
Your company is reaching a new growth stage and requires scaling up or reorganizing the finance department.
How we help you

We delve deep into your financial operations to identify inefficiencies, opportunities for improvement, and set a new course towards operational excellence.
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Our approach goes further than mere number crunching and document analysis. We engage directly with your team to capture their knowledge and their impressions. We combine a helicopter view of your organization's internal dynamics with the ability to zoom in on operational details.
This comprehensive method ensures we grasp the full picture and the intricacies of your business and company culture. This allows us to identify and implement tailored, effective solutions for your organisation.

The result
At the end of this exercise, you will receive a comprehensive report of about 50 to 100 pages including the following elements:
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The analysis report according to the People, Process, Systems axes, detailing the gaps between the existing situation and the ideal situation.
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The action plan: a table listing all the actions to be implemented. Each action is associated with an estimate of the workload and the required function.
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A summary report of the interviews conducted.




What our clients say
"Our company grew too quickly and didn't properly assimilate its growth. There were data accuracy errors and reporting problems. Altesia helped us gain perspective. They went beyond just analyzing the numbers; they took the time to understand the organization and the team's sentiments.
Today, the action plan developed by Altesia is used as a daily management tool, and the Finance function is regaining a central role and adding value to the business."
Grégoire Dupuis, CEO Sambrinvest
Our methodology
01.
SITUATION ANALYSIS
We analyse your current situation vs. your ideal situation accross 3 dimensions:
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Your processes: We scrutinize in detail a total of 8 financial cycles (Cash Management, Order to Cash, etc.).
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Your tools: we map out all of your tools and analyse their contribution or obstacles to operational efficiency
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Your people: we analyse the workload of your team members and the match between their tasks and their position or experience level
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This analysis is carried through:
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Interviews: We hold discussions with about ten stakeholders from the finance department or in contact with the function:
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Internal stakeholders: team members or internal clients
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External stakeholders: external auditor, banker, or investor.
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Internal documents: existing reports and internal memos​
02.
GAP ANALYSIS
How are far are you today from your ideal situation? We analyse with you the difference between the current state and the desired state, prioritising what matters most to you and your organisation.
03.
ACTION PLAN
We elaborate a fully detailed plan, structured and prioritised, to get you to the ideal situation. We quantify the time and resources needed for it.

What we don't do
Working with Altesia ensures you excellent work ethics and professional integrity.
What you won't have with us:
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No superficial "quick scan" type report.
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No action plan that is disproportionate to your needs: no overkill.
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No "one-size-fits-all" approach: we take into account your realities in terms of resource, teams and company culture.
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No analysis carried out by a junior profile, or by someone lacking consultancy or internal experience.