How I work
Each engagement begins with an initial discussion aimed at understanding the company’s needs, assessing its organisational context and identifying the most appropriate level of support, with a view to developing an operational proposal aligned with its business objectives.
The engagement may take different forms: a project-based assignment, ongoing advisory support, a temporary or fractional management role, or the assumption of full-time managerial responsibilities as CFO or Finance Director, where the scope of the position is consistent with the company’s size, complexity and growth prospects.
The activities may include oversight of the administration, finance and control function; the enhancement of reporting, budgeting, forecasting and cash flow management; and the review of accounting information and financial documentation in support of bank credit facilities, credit rating improvement, due diligence processes, extraordinary transactions, or discussions with banks, investors, advisers and industrial counterparties.
As part of a broader approach to strengthening corporate governance, the support may also extend to ESG matters and the adoption of organisational, management and control models pursuant to Italian Legislative Decree No. 231/2001, using a pragmatic approach proportionate to the specific characteristics of the SME. The objective is to integrate sustainability, risk oversight, internal controls, organisational responsibilities and information flows into tools that provide real value to the management of the business, avoiding purely formal or bureaucratic models.
Particular attention may be devoted to the innovation of Finance processes through the use of Artificial Intelligence, with the aim of making management control, executive reporting, variance analysis, forecasting and the monitoring of key financial and economic indicators faster, more structured and easier to interpret.
In this context, AI may be used to automate recurring activities, standardise report production, generate preliminary management analyses based on validated data, identify anomalies or areas requiring attention, and support management in the timely interpretation of business information. Professional oversight by the CFO or controller remains essential, as they are responsible for validating the data, assumptions, analytical rules and interpretations produced.