Services

Avoid uncertainty and trust a proven track record in Financial Operations Services

Financial Operations Services

Proven experience successfully professionalising and digitising financial operations, so I know what works. Strategies are designed to fit your unique needs and business culture. Leverage my extensive experience to help you avoid common pitfalls and streamline processes faster. 

Decorative graphic on Fintekra's FAQs
“my value add is transforming and modernising your firm's financial operations; from portfolio monitoring and data management, to financial reporting and system integration”

Financial Operations Services

01.

Fractional C-Suite Advice and Support

“Offering on-demand strategic advice and expert guidance to steer your firm’s direction, ensuring scalable growth and operational excellence.”

02.

Specialised Services and Projects

“Executing specialised projects, tailoring system implementation to build out departments and drive your firm’s digital transformation.”

03.

Remote Consulting Services

“Providing comprehensive remote consulting to optimise operational processes, improve efficiency, and enhance overall performance through regular reviews and feedback.”

04.

Subscription-Based Support

“Delivering continuous support through virtual workshops, ad-hoc projects, combined with on-site and off-site consultancy sessions.”

Why Fintekra?

01.

Customised Solutions

Streamlined Operations: Breaking down silos and integrating departments for seamless communication and efficiency. Each project is unique and is assessed accordingly.

02.

We know Data

Robust Data Management: Fintekra can work with you to ensure your data is accurate, high-quality, and easily accessible. Formalise a strategic plan of action.

03.

Part Automation

Automated Processes: The aim is to replace manual Excel tasks with automated solutions to reduce errors and save time. Whether utilising and improving current systems or onboarding new ones.

04.

Digitisation

Implementation: Fintekra has experience in sourcing and onboarding systems. I can help you identify the right technology solutions and implement them effectively. 

05.

Operational Excellence

Let’s achieve operational excellence by fostering a culture of continuous improvement, streamlining core processes, enhancing team capabilities, and aligning all operations with strategic business goals.

06.

Support & Guidance

Operational Support: From temporary management solutions to covering key roles, I can provide the continuity and stability needed for your firms’s success.

07.

Strategic Insights

Gain strategic insights that drive informed decision-making.I can help harness strategic insights by thoroughly analysing market trends and internal capabilities, enabling informed decision-making that aligns with long-term organisational objectives.

08.

Scalable growth

Achieve scalable growth to support your firm’s expansion.  Ensure your business has the practices and infrastructure to accommodate increased demand without sacrificing quality or performance.

Insights

The Process

Current vs Future State

Delving deeply into your current processes to gain a thorough understanding of your business and its strategic direction.

Operational Excellence

Streamline and enhance operational processes to drive efficiency. Fintekra will address pain points to become proactive not reactive.

System Onboarding

Deploy and integrate advanced financial systems to replace outdated excel processes, enabling robust reporting and data management

Talent Management

Recruit and develop top-tier talent to strengthen senior management and operational teams, supporting growth and strategic objectives.