Services
Zegners FinPlan offers 3 types of services
solving different pain points of a young company:
CFO
Services
A strategic business partner to the leadership team adding a new skillset for your start-up (or SME).
-
Financial & strategic planning
-
Smart decision-making based on data analysis
-
Cash flow, working capital & cash conversion cycle management (incl. inventory)
-
Return on investment (ROI) mindset to preserve cash and increase profitability
-
Performance analysis (current & historic)
-
Planning, forecasting & modelling business performance
-
Various analyses such as pricing strategy, customer contracts or capital purchases
-
Risk mitigation
-
Stakeholder management (e.g. investors)
Reading material:
-
Three reasons startups are hiring fractional CFOs (D. Rosenberg, Sifted, 2022)
-
5 Reasons for a Start-Up to Hire A CFO (R. Krishnan, Enrepreneuer.com, 2020)
-
How Your (part-time) CFO Can Help (V. Harnish, Scaling up, 2010)
Financial Planning
& Budgeting
A specialised project leader & finance expert helping to build a scalable infrastructure to manage your growing organisation and to support your CFO to take your planning capabilities to the next level.
-
End-to-end planning and budgeting process definition
(top-down & bottom-up) -
Financial model and consolidation tool implementation
-
Financial model creation and sensitivity analysis
-
Business metric development
-
Risk mitigation
-
KPI´s & objectives,
-
Stakeholder management (e.g. investors)
- Process documentation & knowledge management
-
Training and Mentoring for your staff
Pay for Performance
Compensation
Connect your short- and long-term goals & targets to a meaningful and motivational compensation & benefits strategy using Pay for Performance schemes.
-
KPI & goals identification
-
Compensation strategy identification, e.g.
-
Profit Sharing
-
Annual Incentive Bonus
-
Long-Term Incentive Plan (LTIP)
-
Employee Stock Ownership Plan (ESOP)
-
-
Target setting & performance measurement process definition
-
Target letter preparation
-
Guidance how to measure performance against targets from a compensation standpoint
Reading material:
-
7 Compensation Strategies for Cash-Strapped Startups (A. Friedman, HBR Online, 2018)
-
It’s 2022. Is Your Startup’s Compensation Plan Ready? (T. Nguyen, Forbes, 2022)