External financial leadership or fractional CFO
Bring in external financial leadership within an agreed scope, working with the client’s accounting and internal owners.
Practice / 04
Finance & Profitability
Clear information for decisions, stronger margins and focused growth.
Let’s discuss your business →Is it time to work on this?
You need a clearer view of cash, margins and the sales process before deciding where to focus resources.
We start with your current situation to define priorities and a concrete scope. The aim is to move forward with clarity on what will be done, who will participate and how progress will be reviewed.
Areas of focus
What we can work on together
Cash flow, budgeting and forecasting
Organize assumptions, inflows and outflows to anticipate needs and compare decision scenarios.
Profitability analysis by product, service or customer
Distinguish where margin is generated or consumed, using available information and making its limits clear.
Pricing, discounts and margin review
Analyze discounts, costs and the value proposition to formulate changes the client can assess and test.
Financial dashboards and management reporting
Select indicators and a review routine that turn numbers into management conversations.
Information preparation for financing or investment
Organize information and questions that funders or investors may request, without promising approval or capital raising.
Sales-process assessment and improvement
Review how opportunities are generated, qualified and followed through to identify improvements.
CRM implementation and opportunity tracking
Define stages, data and responsibilities before configuring tools and follow-up routines.
Fractional sales leadership and sales-team development
Support the commercial leader with priorities, management practices and team development, without guaranteeing sales.
A practical path
The scope is defined with you.
Understand
An initial conversation, review of relevant information and definition of the problem worth solving.
Design
A proposal with priorities, deliverables, responsibilities and specialist involvement where appropriate.
Follow through
Primarily online work, application within the business and progress reviews within the agreed scope.
Services, professionals, timing and fees are confirmed in a proposal. Business, financial or health outcomes are not guaranteed.
Start with a conversation
Let’s talk about what your business needs.
Tell us about your situation, the priority you want to address and who would participate. From there, we can assess an appropriate scope.
Email us about this practice →programs@schwartzmanglobal.com · Opens your email application.
Explore the other practices →Scope of services
Schwartzman Global provides consulting, education and coaching services. These services do not replace medical, psychological, legal, tax or accounting advice. Each client should consult qualified professionals for their circumstances and jurisdiction.
Schwartzman Global does not carry out business purchase or sale transactions. Each client is free to choose the intermediary or professional they consider most suitable to carry out any transaction.
External specialist services are provided under the scope and terms agreed with each professional or firm.