Project at a glance
- Private Equity backed
- Support services company
- Over 30 operating companies
- Accurate daily reporting
- Better decision making
Problem
Our client, a £300m turnover engineering services business had been acquired by a tier 1 private equity firm and had aspirations to triple EBITDA within three years.
The business had over 30 operating companies within the group and it was taking too long to compile the management reporting to a quality that effective decision making could be made.
Williams Bain supplied a career Interim manager who was a specialist in BI reporting to create best in class reports that were accurate to within 24 hours, with good visuals, making them easy to interpret and present at board and investor level.
Approach
- Understand the board’s requirements fully
- Identify, verify, clean and manipulate data from multiple sources
- Data modelling, and ETL to build relationships between the data
- Create the dashboard and visuals that enable decision making
Results
Making Reporting Useful. Supporting the board to create a performance culture
- Automated reports using Power BI
- New data environment created
- Base line created for new reporting
- Real time reporting – on demand
- Data ETL and modelling – fit for purpose
- Board meetings are more focussed
Skills and Experience
The Interim Manager – 194362424
- Enhanced reporting: Experience in small, medium & large companies including listed companies and private equity backed portfolio companies
- Financial controller: Previously worked as a financial analyst and financial controller bringing an understanding of the finance function
- Transformation: Able to bring new ways of working to the business, dealing with key stakeholders at board level and investor level
- Power BI expert: Power BI report creating from any ERP system
- Finance qualified: Excel super user including modelling and VBA
- Modernised workflow expert: Workflows and process alignment across finance and the wider business
