LEADING EXPERTS IN CONTROLLING AND PERFORMANCE MANAGEMENT Transforming your data into valuable assets
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Managing Financial, Planning & Analysis For more than 20 years, we have managed business efficiency and
management control systems. We boost a new systematic working approach with advanced FP&A methodologies.
FP&A is a “Metier”. The function that allows to comprehend where each
company is and evolves, empowering analytical management, organizational teams, technological tools and business processes.
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...More than finance We are proud of our team building
We get involved in daily operations with
skills in multidisciplinary projects with
all business lines, industrial or corporate
successful deliveries and results.
environments.
We enjoy our projects because our
We work for the operational world and
experience has proven that business
generate awareness and visibility through
efficiency is generated by an optimal
KPIs and Value Reporting.
.
FP&A management. We provide new methodologies, We boost and participate in the change
straightforward solutions and
of “Performance Management”.
technologies designed to optimize your company’s management control systems.
+20 years in financial roles, leading controlling experts.
Focused on the strategies and the future of your company.
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Collaboration approaches
For whom and why
Our team
Our values
Our experience
Why Fincat
Consulting
COLLABORATION APPROACHES
01 We develop projects to improve business efficiency and competitiveness and cover broad settings, thanks to the expertise of our strategic Allies.
Efficiency Management Our “Core-Business”, with projects devoted to Management Control areas, custom-designed for every circumstance.
FP&A Outsourcing We work in a recurrent manner, providing efficiency management solutions, directly in-house or outsourced. 5
Collaboration approaches
Consulting We develop comprehensive projects delivering tangible solutions, with a strategic focus on your business transformation and profitability.
ANALYSIS
DIAGNOSTIC
PLANNING
IMPLEMENTATION
Audit SMEs 360º diagnostic of your tools and management processes and optimization of your Information System.
FP&A Function Implementation Development of complete Enterprise Performance Management systems to execute your management control function optimally.
Business Plans Elaboration of business plans, financial forecasting and budgets to reach strategic decision-making.
Competitiveness Plans Execution of external analysis of your environment and internal diagnosis of your company, to adequate its positioning competitively.
Corporate Finance Support Provision of financial analysis services for special financing transactions such as funding, mergers, acquisitions...
Other ad-hoc strategic projects Development of special projects through our network of strategic Allies. Their specialization allows us to broaden our fields of action in the management of your company.
Collaboration approaches
Strategic Alliances Thanks to our collaborative scheme of alliances, we strengthen our specialization in efficiency management and generate value by building integral solutions.
Collaborative thinking, synergic approach
MARKETING & DIGITAL MARKETING
COMPLIANCE
• Development of strategic plans and marketing plans • Reorientation of business strategies • Advisory and management of communication plans, on and off line
• Design of Compliance programs • Monitoring and control of Compliance programs • Audits ISO 19600 • Advisory on the regulatory front
AUDIT & FORENSIC AUDIT
LEGAL ADVICE
• External and forensic audit services • Due diligence and vendor diligence • Establishment of corporate governance • Business Plans for economic viability
• Trade law advisory • Tax law • Competition law • Labour law and workforce management • Internal accounting audits
INFORMATION SECURITY AND TECH.
CORPORATE FINANCE
• Information security management systems UNE-EN ISO 27001 • Management compliance LOPD systems • Internal and legal audit of security management systems and compliance with LOPD
• Strategic financial solutions • Debt advisory • Funding and refinancing processes • Mergers and acquisitions • Capital markets and securitisation
PURCHASE MANAGEMENT
TALENT MANAGEMENT
• Definition of purchase strategy • DAFO purchasing systems • Internationalization of purchases • Management systems and procedures • Design and management of calls for tenders
• Change management, organizational redesign • Performance evaluation systems • Asessment analysis and description • Management development programs • Policy design and career planning 7
Collaboration approaches
Efficiency Management We carry out customized actions for FP&A functions with three main axis of development: financial, technological and operational.
FINANCIAL
TECHNOLOGICAL
OPERATIONAL
Our core-business
• Financial monitoring
• Operational simulations
• FP&A systems implementation
• Corporate and financial dashboards
• Financial planning and budgeting
• Business Analytics
Operational and Industrial Performance Together with the operational team, we guarantee the success of your commercial and financial improvement plans by optimizing your production systems. • Continuous improvement • Operational strategy execution • Consultancy in production management systems • Technical support in investment projects • PMO - Monitoring of large industrial implementation projects 8
Collaboration approaches
Digital Finance
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We transform your company’s data into valuable assets.
Our Business Intelligence and Analytics services provide visibility and technology to your business.
DATA COLLECTION
USER FRIENDLY
360º VISION
Easy connection of data to diffe-
Generation of interactive reports
Global analysis: data, updated
from Excel spreadsheets to other
functions and sharing them between
response thanks to the reports
rent information data sources, types of databases.
quickly and easily with “drag & drop” teams through the web and on mobile devices.
in real time, allow for immediate available on any device.
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Collaboration approaches
FP&A Outsourcing services
Be the key business partner
Our approach • We work in-house or outsourced, monthly,
quarterly or for special projects on-demand. • Our sharpness and reactivity solve the day-to-
day management complexity in your company. • We work in a personalized way. Every client is
assisted constantly and in a durable manner by the same Controller. • We offer flexibility in our services according
to your needs, modelling our collaborative approach.
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Collaboration approaches
Our services • Creation of monthly, quarterly or annual management
presentations and reports required by the Boards and Steering Comittees. • Recurrent efficiency and profitability analysis -by product or
by activity- with integration in technological platforms for the company management. • Comprehensive management reporting, with analytics by business
lines, products and definition of early warning indicators and control systems. • Creation of budgeting methodologies and development of short,
medium and long-term strategic plans, defining or reviewing your business plan.
Your advantages • Continuous improvement of the profitability and efficiency of your
company through a highly specialized external support. • External perspective, fresh air, new dynamic methodologies and
techniques, proven with regards to management control and easing decision-making. • Backing of talent recruitment and training, adapted to the timing of
your company and when you decide to develop the Metier of FP&A in-house.
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OUR EXPERIENCE
03 Our Experience Our professional experiences have been built from working for a wide range of sectors in international projects and teams.
Diversity is vital and constitutes an asset of our Firm. It is a source of creativity, innovation, exchange and enrichment. Thinking different, working together.
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AUTOMOTIVE INDUSTRY
FMCG
PHARMA INDUSTRY
• 2.000M€ industrial Assets • 3.500 employees • 2 factories • +10 business lines • 257.000 vehicules/year
• Turnover: 2.000 M€ • 6.300 employees • 32 Factories • 8 Business Units • + 450.000 Tons of Products
• Turnover: 400 M€ • 900 employees • 2 Factories • 5 business lines • + 1.500 references • Presence in 55 countries
CHEMICAL INDUSTRY
RETAIL
TEXTILE
• Turnover: 600 M€ • 2.000 employees • 15 Factories • 9 Business Units • Presence in 40 countries
• Turnover: 35 M€ • 350 employees • +45 selling points • 3 business lines • National Presence
• Turnover: 450 M€ • 1.200 employees • 12 Factories • Commercial presence in 50 countries • +42.000 Kms of fabric
Argentina Mexico Brazil
France
Belgium
Germany
Netherlands Italy
Portugal UK
USA
Morocco Turkey
Sweden
Czech Republic Poland Russia
Slovenia Japan Korea Iran
FACILITY MANAGEMENT
EPC PROJECT
CONSTRUCTION
• Turnover: 80 M€ • 50M€ in labour cost • 10 years contract terms • Profitability monitoring in urban services project
• Turnover: 180 M$ • 36 months Engineering – Purchases - Construction • Treatment of 250.000 m3 water/day • 20 years of operational granting - Middle East
• Turnover: 1.700 M$ • Highways • Latin America • 80 Kms road surfaces • 48 months of construction • 25 years of license
CORPORATE FINANCE
TOGETHER WITH OUR ALLIES
• Support in Corporate Finance projects: carveout and sale of food sector company - France • Refinancing national company restauration sector – PE • Carve-out and sale. Property Complex - Resort • Sale of company: Financial Services sector
• Telecommunications • New technologies • Start-ups • Hotels and Restaurants
• Drinks and spirit drinks • Healthcare • International Commerce • Maritime Sector
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FOR WHOM
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For whom? We specially support those Businesses with initially defined strategies and willingness to change and improve.
SMEs
Private Equity and Investment Funds
Entrepreneurs
Start-ups
Family offices
Family businesses
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Capability · Capacity · Collaboration New management practices, new results approach.
Shortening response time and delays. By having information DECISION-MAKING POWER
in real time, the management team agily chooses the right path to track and modify its strategy according to the new market demands and trends.
Through a complete management and information system, your business adapts and reacts to adverse situations with larger capability. With simplified and analytical predictive
COMPETITIVENESS
models, your company gets ahead of future changes by building “what if” scenarios in a fast and versatile way.
Having more information about your business generates TOTAL CONTROL
improvement in multiple areas: • Optimizing operations • Improving efficiency
• Disclosing real production costs • Getting ahead of changes
By reducing the workload and number of reports, the financial team can dedicate time towards value-added activities. This time reduction of data handling translates into giving further support to the
PROCESSES OPTIMIZATION
business.
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OUR VALUES
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Diversity We trust that optimal solutions require different backgrounds, new perspectives and open minds. It is a pillar of our identity...
Integrity Saying what we mean and trusting what we are told. We worry about managing every situation in the right way. We promote ethical work.
Transparency Simply because we think that being honest and sincere with a clear approacg justifies every action and decision. A fundamental value.
Determination We are qualified to do the necessary and to fulfill the promised, always looking for the optimum with determination. We promote an innovative spirit.
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We iniciate our projects after a deliberate reflection.
WHY FINCAT?
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Why Fincat? Time spent with cat is never wasted. – Sigmund Freud
Curiosity ….”Curiosity is the desire to know or learn something”. To plan the future and analyze the present, a good dose of CURIOSITY is necessary.
Control ….Our concern to have a correct understanding of the business strategy, its risks and
opportunities passes through CONTROL. It is all about gaining ownership of the business.
Vision ….Making it simple, effective and visible. Since a picture is worth a thousand words, knowing how to accurately represent strategic information generates value creation through VISION and transparency.
Agility ….We act in a flexible and dynamic manner. Progress requires being AGILE: to constantly rethink, revitalize, react and reinvent. Managing FP&A means addressing the “unknown unknowns” where we move.
Equilibrium ….Even when having every commercial, industrial, human capital and investment strategy, questions always remain. Knowing how to anticipate and answer the question “what will happen if?” will enable you to find the BREAK-EVEN point.
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Contact www.fincatadvisors.com info@fincatadvisors.com +34 91 522 34 34 +34 676 423 206
We work with integrity and a high ethical commitment. Carole A. Izard is a member of the AEAEC, Asociación Europea de
Abogados y Economistas en Compliance, and certified AICA by the International Compliance Association-ICA.
FINCAT is a member of the network FRENCH FOUNDERS, Club business of CEOs, Top - Executive and Founders - francophone Entrepreneurs established globally, whose objective is to
facilitate and strenghten professional networking worldwide.