Case Studies – How I Help Businesses as a CFO - What I’ve Done

📈 1. Revenue Growth Through Margin-Based Incentives

Client 1: – Travel agency
Challenge: Revenue was growing, but margins were inconsistent. No incentives were aligned with profitability.
What I Did:

·       Analysed profit margin by consultant and product line.

·       Introduced a bonus structure based on profitability, not just sales.

·       Built tracking tools to measure margin performance.
Result:

·       Increased profit margins.

·       Higher team motivation and smarter sales behaviour.

·       Shifted focus from volume to value.

📊 2. Monthly Reporting & Product Performance Insights

Client 1: – Travel agency

Challenge: No clear reporting on revenue, bookings, or product performance.
What I Did:

·       Created monthly reports by consultant and product.

·       Analysed trends in bookings, commissions, and supplier performance.

·       Set up regular reviews with leadership.
Result:

·       Clear understanding of what drives revenue.

·       Better supplier negotiations.

·       Data-informed strategy discussions with the team.

🌍 3. Foreign Currency Risk Strategy

Client 1: – Travel Agency
Challenge: Exposure to multiple currencies and risk of loss due to FX fluctuations.
What I Did:

·       Designed a currency-specific hedging strategy.

·       Monitored FX markets and negotiated with traders.

·       Built a process to manage all FX transactions and protect margins.
Result:

·       Eliminated currency risk.

·       Achieved a 5% gain on turnover through FX management.

·       Protected the business from market volatility.

💰 4. Proactive Cash Flow Management

Client 2 :– Consulting Agency
Challenge: Late payments were affecting cash flow, making it hard to plan.
What I Did:

·       Implemented an automated reminder system for upcoming invoices.

·       Built a forecasting tool with scenario planning for delays.
Result:

·       Improved cash collection and predictability.

·       Enabled strategic decision-making with options in place for shortfalls.

·       Greater financial confidence and visibility.

🔄 5. Automated HR & Payroll Database

Client 3: Fast-Growing Tech Company
Challenge: No centralized staff records. HR, Payroll, and Finance were all working off different lists.
What I Did:

·       Built an automated HR database to track contracts, departments, and changes monthly.

·       Integrated with payroll and finance for accurate reporting.
Result:

·       One reliable source of staff data.

·       Better budgeting and cost allocation.

·       Saved time and reduced confusion across departments.