Our Virtual CFO services provide comprehensive financial oversight, personalised financial solutions, expert analysis, and strategic decision support.
At Benchmrk, we deliver tailored financial solutions that elevate your business. Our Virtual CFOs provide expert financial oversight, guiding you through complex financial management with clarity. Whether it’s financial modeling, strategic planning, or risk assessment, our services empower your business, giving you confidence in every decision.
What We Offer:
Comprehensive financial oversight
Personalised financial solutions
Expert financial analysis
Strategic decision support
Advanced financial modelling
3-way forecasting
Custom dashboards and reporting
Capital raise preparation
Detailed Breakdown of Services:
Comprehensive Financial Oversight Our Virtual CFOs take a hands-on approach to managing all financial aspects of your business. We help identify growth opportunities, mitigate risks, and optimise your financial structure, ensuring stability and scalability.
Customised Financial Solutions We provide tailored financial strategies aligned with your business goals, offering flexibility and scalability as your business grows. No two businesses are alike, and we ensure our solutions fit your unique needs.
Advanced Financial Modelling We create complex financial models that provide actionable insights, factoring in cash flow, revenue growth, and market dynamics. Our models help you assess different scenarios and plan for long-term success.
3-Way Forecasting Our 3-way forecasts cover your Profit & Loss, Balance Sheet, and Cash Flow, offering a complete picture of your financial health. This holistic approach ensures you make well-informed decisions that impact every area of your business.
Strategic Decision Support We provide actionable insights on risk assessment, growth strategies, and financial planning. Our Virtual CFOs guide you through cash flow management, strategic investments, and capital raising to support your business growth.
Real-Time Dashboards and Reporting Our custom dashboards give you real-time insights into key financial metrics. Visual, easy-to-understand reports allow you to track performance, spot trends, and stay on top of potential challenges.
Capital Raise Preparation We help prepare your business for a capital raise with detailed financial modelling, due diligence, and strategic support. From crafting a compelling financial narrative to ensuring all key metrics are investor-ready, we guide you every step of the way.
Monthly Tasks
Budget Review and Forecast Adjustments
Compare actual performance against the budget and update forecasts to reflect changing conditions.
Cash Flow and Liquidity Monitoring
Review and update the cash flow forecast, ensuring the company’s liquidity is sufficient for operational needs.
KPI Review
Analyse financial KPIs such as profitability, gross margin, and working capital to identify trends or areas for improvement.
Operational and Strategic Planning
Provide financial insights to support decisions related to operations, investments, and growth initiatives.
Financial Stakeholder Updates
Engage with the leadership team and investors, presenting an updated financial outlook and any potential concerns.
Debt and Capital Management
Review any short-term debt obligations and advise on capital allocation to optimize financial structure.
Monthly Review Meeting
Hold a review meeting with the executive team to discuss the company's financial performance, challenges, and upcoming initiatives.
Quarterly Tasks
Long-term Financial Forecasting
Update and review long-term financial projections (3-5 years), incorporating new data and potential risks.
Board Financial Reporting
Prepare and present comprehensive financial reports to the board, focusing on performance, risks, and opportunities.
Investment and Capital Allocation Strategy
Review and adjust the strategy for capital allocation, balancing the need for growth investments against cash reserves.
Debt and Funding Strategy
Assess and optimize the company’s borrowing strategies, including refinancing or restructuring debt as needed.
Risk Management Review
Evaluate financial risks, including currency fluctuations, interest rate risks, and market conditions, and adjust risk management strategies accordingly.
Investor Relations
Provide quarterly updates to investors and advise on fundraising strategies or shareholder communications.
Performance Review
Conduct a detailed financial performance review, comparing quarterly results against projections, highlighting successes, and identifying areas needing improvement.
Bi-Annual Tasks
Capital Structure Assessment
Conduct a detailed review of the company’s capital structure, considering any need for raising new capital or restructuring debt and equity.
Strategic Tax Planning
Reassess and optimize the company’s tax strategy to minimize liabilities while ensuring compliance with regulations.
Long-term Financing Strategy
Review long-term financing needs, including potential new funding rounds or debt financing for expansion and growth.
KPI and Performance Benchmarking
Re-evaluate the KPIs being tracked and ensure they align with the company’s strategic goals and industry standards.
Annual Tasks
Strategic Financial Plan Development
Create the company’s annual strategic financial plan, outlining financial targets, growth initiatives, and risk management strategies.
Annual Budget Preparation
Develop and finalize the annual budget, considering projected revenues, expenses, and capital requirements.
Investor Presentations and Reporting
Prepare and deliver the annual financial performance report to investors, highlighting key achievements and future strategies.
M&A Strategy Review
Reassess the company’s merger and acquisition strategy, identifying potential targets and reviewing past deals’ impact.
Corporate Governance and Compliance
Review and update financial governance policies and ensure compliance with local and international regulations.
Succession Planning
Ensure that a succession plan for key financial positions is in place, preparing for potential leadership transitions in the financial team.
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