During pivotal phases such as fundraising, accelerated growth, build-up strategies, or reorganizations, a strong finance function becomes essential. Yet many mid-sized companies still operate with fragmented, ad hoc systems inherited from informal practices.

At Yérima Advisory, we believe it is entirely possible to structure a robust, efficient, and scalable finance function within six months, thanks to the focused intervention of an interim CFO. Our proven methodology combines deep analysis, operational implementation, and skills transfer.

A sequenced, impact-driven approach

Our approach follows four key stages, aligned with client business cycles and designed to generate visible results from the very first weeks.

Month 1: 360° diagnosis & issue prioritization

The mission begins with a thorough review of the entire finance function: quality of accounting data, closing processes, management and reporting tools, cash monitoring, interactions with external partners (accountants, auditors, banks, investors).

Goal: map friction points clearly and define a priority roadmap aligned with business needs and strategic deadlines (e.g. due diligence, bank reviews, investment committees).

Months 2–3: Laying the operational foundations

The aim here is to build a scalable finance organization that respects internal dynamics.

Key deliverables include:

• A strict monthly closing calendar
• Consolidated financial and operational reports
• Rolling cash flow forecasts
• Standardized administrative and accounting processes

At this stage, we secure the existing system while introducing habits that raise overall maturity.

Months 4–5: Reinforcement & scaling up

The system gains momentum. Reports become industrialized, management committees are structured, variances are analyzed, and budget processes are launched.

This phase also includes:

• The deployment of KPIs segmented by BU, geography, or channel
• The documentation of processes and tools to ensure operational continuity
• The training and delegation to internal teams to embed new practices

The organization enters a more robust, transparent, and shareable governance framework.

Month 6: Sustainability & strategic readiness

The final phase focuses on anchoring the changes. The objective is to make the organization autonomous, sustainable, and ready for the next growth phase.

The interim CFO supports:

• The creation of a 12–24 month financial roadmap
• Preparation for major milestones (fundraising, acquisition, international setup)
• The setup of handover processes or flexible support mechanisms
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A framework designed for transformative contexts

Our interim CFO offering is tailored for companies facing demanding transitions:

• Hypergrowth
• Post-acquisition integration
• Governance overhaul
• Finance professionalization before or after investment

We combine methodological rigor, execution capability, and a deep understanding of investor expectations to accelerate structuring, without compromising the company’s DNA.

At Yérima Advisory, our interim CFO missions are designed to be modular, offering a balance between strategic perspective and hands-on impact from day one.

Our approach blends vision, operational precision, and personalized support to help transform your finance organization sustainably.

📩 Planning a strategic transition? Our team would be glad to connect.