Management reporting - case studies
Example A - Tax analysis for a FTSE 100 company
The Global Head of Tax for a FTSE 100 company needed to understand the implications of major strategic decisions proposed by the board on the underlying tax rates for the business and individual territories.
We worked with the client and tax specialists to understand the structure of the business, the tax rules in each territory and the flows of funds through the group. This enabled us to develop a flexible but robust tool which provided comprehensive reporting on the impact of major strategic decisions at both a group and country level.
The deliverable has been used as an ongoing tool in the business for over two years, and allows the tax effect of proposed strategies to be understood in a quick and effective way. It allows multiple strategies to be compared and contrasted, allowing for the optimum solution to be identified.
"This has been an outstanding piece of work ... it has allowed us to do things we couldn't do before" Global Tax Director, FTSE 100, Media
Example B - International manufacturing company in the renewable energy sector
The exceptional growth prospects, new ownership and prospective changes to the financing structure of a private equity backed company meant that they needed to upgrade the tools and processes surrounding their budgeting, forecasting and board level management reporting.
We were able to rapidly define and implement a cash and performance management framework in an unusually tight timeframe. Our work resulted in a critical shift in culture, gave management the tools and the confidence to scenario plan and armed management with the tools to tightly manage cash.
"Your team have done a great job and your work will make a massive difference to our business." Board Member
