Days 1-30 (Discovery Phase):

  • Comprehensive financial assessment and business model review
  • Understanding revenue models, CAC, profit margins, cash flow patterns
  • Identifying biggest financial challenges and quick wins
  • Meeting with key stakeholders and existing finance team

Days 31-60 (Strategy Development):

  • Developing financial strategies and implementation roadmap
  • Setting up KPI dashboards and reporting frameworks
  • Identifying cost-saving opportunities and margin improvement areas
  • Creating cash flow forecasting models

Days 61-90 (Execution & Optimization):

  • Implementing strategic initiatives and process improvements
  • Delivering measurable results on early wins
  • Establishing regular reporting cadence
  • Fine-tuning financial systems and controls