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Case Study
3 min read

Provision of two Finance Specialists to Technology company.

Our Results

Tailored Business Solutions

Industry
Technology
Client
Agentive
Our Role
Source Finance specialists to support Technology company.
The Challenge:
An existing client approached us to source two Finance specialists to support their ongoing operations. The first person they needed was someone who had been a Finance Manager for a large multinational company, who was familiar with their specific accounting and cost management practices and financial control requirements, and who had excellent interpersonal skills. The second person they needed was a finance specialist who was very experienced at creating bespoke financial and economic models in excel.
Matrixx Solutions Consultants
Bev Proctor and David Beeson
Published on
03/04/2024

Solution delivered by our Consultants

Our client is a global technology company. Their Finance Manager contacted Matrixx Solutions to source two Finance specialists to support them.  

We listened to our client, to fully understand what they were looking for, then started our recruitment process. We used our expertise and connections to source the ideal candidates from across a wide range of people and industries.  

Finance Specialist 1: Bev

The specialist we brought in to do the task had all the specified requirements, and as it turns out, she had additional skills that were later used by the business.  

Our consultant’s primary role was to oversee the company’s finances, including:

  • Ensuring the project and deployed technology solution were compliant with required financial controls
  • Progressing and delivering investment governance
  • Managing billing to the company’s Joint Venture partner
  • Conducting business planning, including managing monthly, quarterly and annual cashflow forecasts and conducting associated reporting
  • Managing the Purchase Order process for contractor’s and dealing with any issues

The Matrixx Solutions specialist used her expertise to embed robust business processes, which enabled costs to be fully recovered from the Joint Venture partner and the project to remain compliant with the business’ financial controls.

In addition, our specialist also had a very good understanding of how to make business improvements. She was sought out by the Development team to support their Discovery work. Bev acted as a proxy for prospective Finance customers and gave the Product Manager’s constructive feedback about how to improve their technology product.

Unfortunately, one of the major backers of the company decided not to continue investing. So Bev’s role changed: she worked with the finance function to rigorously close out all financial aspects of the business. This included stopping all live financial commitments or transferring them elsewhere, correctly attributing costs to Joint Venture parties, and tidying up accounts.

Finance Specialist 2: David

Matrixx Solutions sourced a finance specialist who was very experienced at creating tailored financial and economic models to support commercial negotiations, business development opportunities, and corporate/ asset economic evaluations.

Over the course of 6 months, our Consultant rewrote the financial model: simplifying it and making it representative for current needs.

Business Outcomes

Time that Finance Specialist 1 supported the project.

Time that Finance Specialist 2 supported the project.

Testimonials

"Thank you Bev for all your work on the Agentive project over the last couple of years. You have done a tremendous job ensuring the Agentive product and project was compliant with the required financial controls, while simultaneously progressing and delivering investment governance, business planning, IJV transition and invoicing work. In particular, I’d like to thank you for the diligent and highly professional way you have helped close out the financial aspects of the Agentive project over the last couple of months – your efforts made the whole process a lot cleaner and easier than initially expected." Mark, Agentive Finance Manager
"I’d like to thank the Matrixx Solutions team for bringing on two Finance Specialists. They hit the ground running and really helped us advance.  Matrixx Solutions team of professionals has given us tremendous support over the past 2 years and I would definitely reuse their services again in future." Darren, Agentive CEO

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