CFO Advisory

Business performance

Finance is just the starting point for adding value right across the organisation. We show you how to create an impact by enabling data-based decisions so that finance can drive enterprise performance. 

Our propositions

Business insights

Faster and more accurate processes and reporting, turning data into meaningful business information to help you make decisions. 

• Financial planning and analysis (FP&A) function strategy and vision development 
• FP&A function delivery model design 
• MI and reporting design and delivery  
• Business partnering development  

Integrated planning

Owning an end-to-end business plan for the organisation, linking business strategy directly to financials and through to operational decision making.  

• Budgeting and forecasting optimisation 
• Capital programmes and liquidity planning 
• Planning tooling selection 
• AI in budgeting 
• Finance data governance 

Forecasting and scenario modelling

Modelling and creating real-time simulations to make finance capabilities faster and more responsive in the rapidly changing world around us.  

• Predictive analytics 
• Financial modelling and business case development 
• AI and robotic process automation (RPA) for analytics 
• Digital twins of organisations  

Our experience

FP&A transformation

• We’ve worked with a government client to gather data and technology requirements ahead of a selection of a new FP&A tool.  

Finance MI and reporting review

• We reviewed and redesigned finance reporting for a commodities client to align it better to their business drivers and needs. 

Reporting design and delivery 

• We worked with a products manufacturer to define corporate performance KPIs and created a KPI delivery roadmap to support future implementation of the defined KPIs into monthly reporting processes. 

Financial resilience 

We support treasury and finance to optimise and build stronger financial resilience. Our deep expertise spans both regulatory and non-regulatory environments, enabling us to bring the right solution to ensure adequate risk mitigation and controls, while supporting optimal decision making and commercial outcomes. 

Our propositions

Capital and liquidity 

Capital and liquidity are they key components to sound and resilient management. They should align to support the robust risk management capability, bring optimisation opportunities, and provide key decision points as part of broader funding and business decisions. 

• Asset and liability management / working capital
• Intraday liquidity / cash flow forecasting
• Compliance including Trading Wind Down, Basel III, Solvency II
• Recovery and resolution  

Funding strategies 

Meeting funding requirements is more complex than ever. As innovation accelerates and global risks intensify, funding models and strategies must evolve to support better decision making. This includes providing more granular information to enable stronger risk management and improved commercial outcomes. 

• M&A including supply chain financing
• Secured financing, trade execution
• ESG-related treasury initiatives including green financing 

Financial risk modelling and management  

Modelling and stress testing are essential for any business to understand potential headwinds and assess how periods of stress—whether macroeconomic or institution-specific—could impact their ability to meet business and contractual commitments. 

While globally regulated businesses are required to have robust models and conduct scenario exercises, it is increasingly important for all organisations to adopt modelling that is appropriate to the size, scale, and complexity of their business.

• Debt, credit and market risk
• Stress testing / scenario analysis 
• Risk-adjusted performance 

Our experience 

We have worked with some of the world’s largest regulated entities. With a team comprising of former regulators and industry experts, we are uniquely positioned to understand the challenges and opportunities organisations face today. We’ve also applied this experience to non-regulated entities, using a right-sized approach to enhance financial resilience and unlock optimisation opportunities tailored to their business models.

Capital and liquidity  

We partnered with a Global Systemically Important Bank (GSIB) to define and implement their cash and liquidity funding model. This engagement went beyond meeting basic regulatory requirements—we designed a capability that supports effective decision-making and outcomes during both business-as-usual (BAU) conditions and periods of financial stress.

Funding strategies  

We supported a large specialist finance organisation in managing a complex supply chain financing solution, leveraging improved data and technology to enable better decision-making, streamline manual processes, and deliver significant commercial savings and risk reduction. 

Financial modelling and management 

We conducted a review of the interpretation and application of regulatory models as part of resolution planning under Resolvability Assessment Framework in the UK. This included deep-dive analysis of the interpretation, processes, controls, and governance that sat around the granular modelling, providing key gaps and remediation steps to both bring specific relevance to the entity, as well as areas to tighten to ensure continued regulatory conformance.  

Climate and sustainability

Climate is a top priority for our clients, and for us. We help you embed sustainability into your organisation, respond to regulatory requirements, and anticipate and respond to consumer and investor sentiment.

Our propositions

Investor relations and financing

Showing you how the information you publish influences investments, share price, and capital costs. 

• Investor sentiment analysis
• Climate scenario modelling
• Cost of capital analysis
• Investment appraisal

Carbon budgeting

Carbon budgeting and forecasting, with advanced risk modelling, to line up your planning process with the climate agenda. 

• Carbon budgeting and forecasting
• Scenario and portfolio modelling in partnership with BlackRock
• Embedding carbon considerations into the finance and wider business operating model
• Education and training for your finance and business teams

Disclosures

Reporting and disclosure advisory and development to help meet your environmental, social and governance (ESG) and regulatory commitments.

• ESG reporting integration
• Task Force on Climate-related
• Financial Disclosures (TCFD) strategy, advice and implementation
• Data sourcing and provisioning
• Upskilling your teams on these important requirements

Our experience

TCFD strategy and execution

• Working with a global asset manager, we used our Baringa TCFD wireframe and transition capability to develop their TCFD strategy, roadmap and target operating model.

Global metrics and targets for net zero

• Working with a global corporate and investment bank, we used our climate change scenario model to develop and publish the metrics and targets for TCFD reporting.
• This project was key to the bank’s net zero strategy and allowed them to report on carbon emissions by business line.

Climate change impact study on external financing

• We worked with a global telco to model the climate risk impact on the access and cost of external financing.
• This project was key to the investor relations team’s engagement and financing strategy.