INTERIM MANAGEMENT AND FINANCIAL ADVISORY. Turning challenges into positive outcomes

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1 INTERIM MANAGEMENT AND FINANCIAL ADVISORY

2 My Value Proposition End-to-end project delivery and on-demand financial advisory As a professional Interim Manager I help international companies, small businesses, non-profit organizations, professional investors and entrepreneurs with special business finance projects, to provide ondemand financial advisory or to cover for a critical resource gap in their teams. I focus on project delivery and implementation and bring multi-functional capabilities and skills.

3 My Core Value Proposition End-to-end project delivery and on-demand financial advisory My approach is tailored and collaborative rather than prescriptive and proprietary as in traditional consulting. I engage for project duration and offer my clients flexibility to re-engage me, at any time. I am a freelancer, and I don t come on your payroll. I cost a fraction of BIG-4. TAILORED COLLABORATION ON YOUR PROJECT

4 Why an Interim Manager? Powerful alternative to traditional recruitment and consulting Hiring an Interim Manager is a powerful alternative to traditional recruitment and consultancy, for both line manager and project manager positions, and can generate significant business advantage. It is uneconomic for most companies to size their workforce to cover every peak in business activity. An Interim Manager can increase resource bandwidth and relieves pressures faced at senior levels. An Interim Manager is somebody who has done the job you are asking them to do before and is very experienced for the task in question. In this sense, he is a safe pair of hands.

5 How Do You Benefit? An external and independent senior resource helping your project succeed I am quickly available and immensely flexible, you can switch my involvement on or off as you like and when you like I am independent and apolitical. The no. 1 reason I am on the project is to deliver what we agreed I will produce benefits above and beyond your expectations. I can act as coach and mentor, create and develop teams strengthen the team relations. I don t exit until project has finished. I do handover before the final sound of the whistle. I can even recruit my successor.

6 How Do I Work? My approach is systematic and disciplined, driven by YOUR needs The aim of our first meeting is to explore the challenge and assess if I can be of value Here we agree ultimate goals and outline key activities and project stages The work is wrapped up, knowledge handed-over & project transition is completed Entry Dialogue Goals Engage Finish Working side-by-side with you we engage in further dialogue to fully define the problem and start scoping the project. Here the real work begins, I get involved with your organization and work relentlessly towards agreed goals.

7 My Clients From large mutlinationals to small startups and NGOs

8 About Me Interim finance manager and freelance consultant, based in Switzerland Tomasz Meissner MBA, ACCA, CAPM A highly-skilled, multilingual, culturallyaware and experienced business professional with nearly 20 years of international career. Since 5 years intervening as a freelance consultant across Switzerland and abroad, helping companies with strategic and operational business finance, project management, business transformation and consulting in various industries and sectors. To find out more about me download My BIO now.

9 How To Contact Me? Call me for a non-binding consultation about your business needs Tomasz Meissner Phone: +41 (0) tomaszmeissner@hotmail.com Address: Rue des sept Fontaines 23 CH-1188 Gimel Switzerland

10 Appendix: My Solutions

11 My Solutions: Interim CFO for Professional Investors Private equity & venture capital look to maximize business valuations I take on the CFO role to improve performance in portfolio companies you invest in, effectively manage change following the acquisition and help prepare for the exit or turnaround. As your interim CFO I can address the following challenges: Low effectiveness of existing teams Challenges achieving required ROI Inadequate risk management (e.g. F/X risk, liquidity, credit) Ineffective search for investment/business expansion opportunities Putting in place structures and systems to permit scaling Aligning management with shareholder agendas Rapid performance improvement (e.g. in supply chain) Strained or lacking communication within the organization

12 My Solutions: Interim CFO for Start-Ups Start-ups look for accelerated growth (markets + clients = revenue) Assembling the capabilities (people, financing, and technology) for a new business or initiative is not easy. As your interim CFO I can not only manage your day-to-day finance but more importantly I can help your start-up strategy with the following: Set the financial tone to keeping an eye on the upward valuation Create an early culture of accountability and asset preservation Provide high quality financial analysis and advice to decision-makers Link the strategy of the start-up to its operating and capital budget Model your business performance in response to specific strategies Measure the actual financial operation and health of the business Help you determine well-reasoned valuation of your start-up Prepare quality, focused and informative presentation to the Board

13 My Solutions: Interim CFO in Business Turn-Arounds Struggling businesses need bold decisions and fresh energy Saving a business in financial trouble, reenergizing demoralized employees, making effective decisions under time pressure, going deep enough with painful cuts. This is not easy, and as your CFO I can help with: Closing the cash leaks (e.g. cutting discretionary spend) Modelling out the business performance when disaster strikes Identifying business downside risks and develop mitigation strategies Monitoring at all times compliance with insolvency rules Protecting creditors but also shareholders and the management team Managing transparent and constructive relations with lenders Supporting new business strategy development for business survival

14 My Solutions: Business Integrations Projects Realizing synergies In busines acquisition needs a disciplined approach The success of every business integration depends critically on the ability to effectively deliver business insights, ensure compliance & controls, and create operational efficiencies envisaged by the investor. I can help to: Integrate business operations and systems Coordinate efficient communication across functions Put together the right team in place to face the challenges of the integration Work relentlessly to align strategy, processes, organizational structure, roles and responsibilities, information systems, financial budgets, forecasts, P&Ls and reporting Read more about my work in M&A and Business Integrations

15 My Solutions: Business Process Improvement Projects Every business must run smoothly, this is easier said than done My BPI services focus on streamlining processes, improving access to information, and eliminating process waste which improves productivity, decision making, and ultimately saves money and resources. I can help your organization and teams through the application of a simple yet rigorous BPI technique (Kaizen Workshops) In a matter of weeks you can realize enormous and almost instant benefits to your organization, including cost savings, increase of employee engagement, less variability in the business, and more I stay on-board from the beginning to the end, to ensure seamless BPI execution Read my blog-post 10 Simple Guidelines To Fix Your Processes

16 My Solutions: Project Management & Support Disciplined and structured approach is decisive to the success of a project The typical project challenges include undefined goals, changes to project scope, inadequate skills on the project, lack of accountability or improper risk management. As a certified PM I can support your project team to: Manage end-to-end small-sized projects such as functional transformations (outsourcing, restructuring, rationalization) Support specific technical aspects of large global projects such as in new ERP roll-outs (process mapping, project finance, stakeholder management)

17 My Solutions: Supply Chain Optimization Supply chains still often struggle with risks and operational inefficienices Successful businesses, small and big, must show excellence in how they procure goods and services, and this includes cost leadership, responsible sourcing, operational efficiency among other things. I can help your SCM function with: A deep-dive into your direct and indirect spend, to identify cost-out opportunities (through lower vendor prices), supplier base optimization, inventory levels reduction, and more Purchase-to-pay process optimization, to generate a smooth, lean and controlled flow of activities from requisition through supplier payment Financial risk mitigation, by rolling out the best-in-class vendor financial appraisal processes and tools for your SCM function

18 My Solutions: Finance for Non-Finance Professionals Accounting is the language of business, all staff should be familiar with it Accounting is the language of business and all managers, regardless of their seniority, should be financially literate in order to be effective in their job. I can provide the following support: One-on-one training and/or on-going coaching for business executives, tailored to the individual needs of the person On-site group training (1-2 days) for non-finance mid-level managers and staff (e.g. commercial functions, procurement, etc)

19 My Solutions: Filling a Crtitical Resource Gap Unexpected departure of one critical employee can lead to a crisis! Unexpected departure of one critical employee can be very painful, with no immediate replacement appointed. It is during such emergency that I can step in and let you benefit from the following: Quick and effective succession, on interim basis Relieving the pressure while you re looking for a permanent hire Gaining the time until the temporary leaver is back Ensure your processes continue without disruption Ensure your team stays motivated and on board with you Get and outsider s perspectives on your finance function, coach your team, and point out the obvious solutions to apparently unsolvable problems.

20 My Solutions: On-Demand Financial Advisory Every business must run smoothly, this is easier said than done My ad-hoc advisory can help companies identify opportunities and resolve pain-points in their financial performance and organization. I can come in for a day or for a week, to help you generate positive outcomes for your business, such as: Health-check of your overall business performance Due diligence or benchmarking study Finance and accounting function reviews and transformation Business modelling for better investments or to adapt strategy Internal controls review, compliance and governance issues Internal audits, internal controls reviews and documentation