Implementation of management control in a multi activity SME

Context

SME operating in the environmental sector with a core business and related activities
Existing accounting department, but few tools for monitoring financial and operational performance

Objectives

Obtain a precise and consolidated view of the financial and operational performance of each activity, enabling analysis of the overall profitability of the company
Improve the financial culture within the company

Deliverables achieved

Internal management control files (e.g. cash flow tracking, volume flow tracking, etc.)
Financial and operational dashboards in Excel that are easy to use and update
Training of the teams on the use of new tools

Key success factors

Quick adaptation to client tools
Pragmatic, progressive and iterative approach
Indicators adapted to the client’s maturity level and available data
H4 Partners’ experience in implementing reporting and finance processes in SME

Tools used

Excel

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