CFO Office Support

Overview

Previously, where role of the CFOs used to be confined majorly to records of the company, financial reporting and compliance, today it is entirely different. Over the years, the role of CFOs has undergone a profound change. Today, CFOs drive the success and growth strategy of the organisations using their understanding and knowledge towards finance of the organisation. CFOs are now involved in almost every aspect of the organisation’s growth and excellence towards success be it operations, controls or strategy.

Acuity work with Fortune 500 corporations, mid-tier firms and disruptive start-ups, and understand their requirements. For nearly two decades, we have supported diverse stakeholders across corporate finance domain, who have benefited from our flexible, scalable and bespoke research services.

We are well placed to support CFOs to help them achieve strategic, operational, and financial objectives of their organizations in an agile, effective and cost-efficient way. We have strong capabilities to support CFOs find new business opportunities and creative ways to reach goals. Our Corporate Finance experts can assist CFOs at every aspects, offering support in corporate financing and treasury, M&A and deal, budgeting and financial planning, financial modeling and valuations, financial benchmarking, investor relations, amongst others.

Who we serve

Large Corporates / Conglomerates
Mid-size firms
Early-stage Start-ups

Support we offer

Collateral development
- Financing/refinancing of credit facilities & alternative financing
- Investor & corporate presentation
- Investment memo, etc.
Cash flow forecasting
Liquidity management
Working capital analysis
Risk analysis and reporting

Financial Planning & Analysis – We provide end-to-end FP&A offshoring services including, budgeting, forecasting and business performance analysis. It includes:
- Budgeting, Monthly/Quarterly Forecasting
- Long range financial planning- 3 statement model- P&L, Balance Sheet, Cashflow statements
- Capital Budgeting & budgetary control
- Weekly/monthly profitability analysis
- Working capital analysis
- Cost of production analysis
- Cost center budgeting & budgetary control
Accounting & Book-keeping – We help our clients in completely offshoring their accounting function. We perform day-to-day accounting activities to maintain books of accounts. Our accounting & book-keeping services include:
- Journalizing transactions to keep ledgers updated
- Billing/ Invoicing/ Revenue recognition
- Daily payment-collection report/ Cash report/ Bank reconciliation
- AR/AP analysis & report
- Monthly/ quarterly/ yearly closing of accounting books
- Payroll Support
- Tax return filling support
Operational financial modelling – Using our business understanding & expertise in financial modelling we help our clients in decision making though various bespoke operational financial models. We also support in creating & designing operational dashboards. Some of the operational financial models that we have developed for our clients are:
- Project/ Investment feasibility modelling or capital budgeting models
- Profitability forecast models
- Cashflow forecast models
- Cost models
- KPI & Benchmarking model
- Inventory modelling
- AP/AR dashboard
- Performance monitoring dashboard
Management reporting – Senior management teams need various regular as well as ad-hoc reports to monitor review various business aspects. Our clients offshore this function to Acuity team to bring in more efficiency:
- Quarterly/monthly consolidated financial statements – P&L, BS, CF
- Profitability & Cashflow variance report
- Cost report & cost variance analysis report
- KPI tracking & analysis report
- Purchase analysis & inventory status report
- Industry update, newsletter
- Ad-hoc reports & presentations for management discussion

Deal Advisory Support
- Deal tracking
- Divestiture / exits supports.
- Competitors moves
- Board presentation
Deal support
- Target screening
- Target assessment
- Valuations
- Precedent transaction comps
Due diligence support
- Financial and commercial due diligence
Synergy analysis/ benchmarking
Investment and Divestiture Support
- Investment thesis
- Collateral developments

Valuations
- Discounted Cash Flow (DCF),
- Relative valuation
  - Guideline company methods (GCM)
  - Guideline transaction method (GTM)
- Sum of the parts (SOTP)
Financial Modelling
- 3 Statement model/ Operating model
- Financial feasibility model
- Merger model
- Accretion/ dilution model
- LBO model

Pre-money/ Post money valuation
Business plan
Information Memo/ CIM
Investor identification
- Investor Bios
Due diligence questionnaire
Investor/Bank presentation

Strategic Support & Monitoring
- Pre and post call perception analysis
- Financial press monitoring
- Design / Maintain internal stock price model
Content Support
- Industry analysis/white paper
- Call scripts
- Conference materials and publications
- CSR report creation
- Annual/quarterly updates and presentation

Support we offer

Collateral development
- Financing/refinancing of credit facilities & alternative financing
- Investor & corporate presentation
- Investment memo, etc.
Cash flow forecasting
Liquidity management
Working capital analysis
Risk analysis and reporting

Financial Planning & Analysis – We provide end-to-end FP&A offshoring services including, budgeting, forecasting and business performance analysis. It includes:
- Budgeting, Monthly/Quarterly Forecasting
- Long range financial planning- 3 statement model- P&L, Balance Sheet, Cashflow statements
- Capital Budgeting & budgetary control
- Weekly/monthly profitability analysis
- Working capital analysis
- Cost of production analysis
- Cost center budgeting & budgetary control
Accounting & Book-keeping – We help our clients in completely offshoring their accounting function. We perform day-to-day accounting activities to maintain books of accounts. Our accounting & book-keeping services include:
- Journalizing transactions to keep ledgers updated
- Billing/ Invoicing/ Revenue recognition
- Daily payment-collection report/ Cash report/ Bank reconciliation
- AR/AP analysis & report
- Monthly/ quarterly/ yearly closing of accounting books
- Payroll Support
- Tax return filling support
Operational financial modelling – Using our business understanding & expertise in financial modelling we help our clients in decision making though various bespoke operational financial models. We also support in creating & designing operational dashboards. Some of the operational financial models that we have developed for our clients are:
- Project/ Investment feasibility modelling or capital budgeting models
- Profitability forecast models
- Cashflow forecast models
- Cost models
- KPI & Benchmarking model
- Inventory modelling
- AP/AR dashboard
- Performance monitoring dashboard
Management reporting – Senior management teams need various regular as well as ad-hoc reports to monitor review various business aspects. Our clients offshore this function to Acuity team to bring in more efficiency:
- Quarterly/monthly consolidated financial statements – P&L, BS, CF
- Profitability & Cashflow variance report
- Cost report & cost variance analysis report
- KPI tracking & analysis report
- Purchase analysis & inventory status report
- Industry update, newsletter
- Ad-hoc reports & presentations for management discussion

Deal Advisory Support
- Deal tracking
- Divestiture / exits supports.
- Competitors moves
- Board presentation
Deal support
- Target screening
- Target assessment
- Valuations
- Precedent transaction comps
Due diligence support
- Financial and commercial due diligence
Synergy analysis/ benchmarking
Investment and Divestiture Support
- Investment thesis
- Collateral developments

Valuations
- Discounted Cash Flow (DCF),
- Relative valuation
  - Guideline company methods (GCM)
  - Guideline transaction method (GTM)
- Sum of the parts (SOTP)
Financial Modelling
- 3 Statement model/ Operating model
- Financial feasibility model
- Merger model
- Accretion/ dilution model
- LBO model

Pre-money/ Post money valuation
Business plan
Information Memo/ CIM
Investor identification
- Investor Bios
Due diligence questionnaire
Investor/Bank presentation

Strategic Support & Monitoring
- Pre and post call perception analysis
- Financial press monitoring
- Design / Maintain internal stock price model
Content Support
- Industry analysis/white paper
- Call scripts
- Conference materials and publications
- CSR report creation
- Annual/quarterly updates and presentation

Client Testimonials

“

“We are overall happy with the work done so far on the model and the TAM studies. I believe communication was overall good.”

Founding member, EV start-up

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“Thank you for your excellent help in completing the deck for our board review. We have given them a lot to think about so Let’s please take a pause till we get their feedback and then resume accordingly”

Head Strategy and M&A, Leading Research Administration Software

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“Excited to let you know that today we are announcing acquisition of XYZ. Thank you for all the good work to help us make this possible”

Head M&A and Strategy, a leading Technology firm

How we are different

Strong Domain Expertise

Seasoned domain experts from premier consulting firms with a background in corporate finance

Comprehensive understanding of firms

A deep understanding of the needs of firms – disruptive tech startups, mid-size firms and Fortune 500 corporations – at different stages in their lifecycle