Financial Management


What is its importance?

Having strong financial leadership is crucial for strategic decision-making, risk management, and sustainable growth. It provides essential insights for planning, analysis, and financial reporting, ensuring the stability and financial health of the company.

This leadership is known in large companies by the CFO (Chief Financial Officer) nomenclature, which determines the role of the Chief Financial Officer. This role is responsible for managing an organization’s finances, including tracking cash flow, financial planning, analyzing the strengths and weaknesses of finances, and proposing preventive and corrective actions.

Hiring an experienced full-time CFO may not be feasible or necessary for every company. It is in this context that the CFO as a Service (CFOaaS) emerges, allowing companies to have high-quality financial expertise without having to bear the costs and commitments of a permanent hire.

HOW WE CAN HELP YOU:

  • Financial Strategy: Developing and implementing robust financial strategies, including investment planning, capital allocation, and long-term financial forecasting.
  • Budget Planning and Forecasting: Creation of realistic budgets and forecasts, using specific tools and methodologies to meet the needs of your business.
  • Financial Reporting: Ensuring transparency of the financial situation, ensuring compliance and accuracy in financial reporting for assertive decision-making.
  • Cash Flow Management: Monitoring and stabilizing cash flow to maintain liquidity and operational efficiency.
  • Risk Management: Assessing potential risks, creating risk management tactics that ensure businesses are prepared for financial uncertainties. 
  • Fundraising: Analysis and execution of strategies to raise capital, including through valuation of the company for negotiation of partner entries.

When to hire?

Startups and Small Businesses: Need for specialized financial guidance without permanent hiring.

Financial Restructuring: Development of
financial recovery
and stability
strategies. 

Growing Companies: Strategic financial management to support growth. 

Testimonials

“FOT – Feet of Tomorrow is a startup that surprised us with its growth in its first year. Along with growth, came the need to have day-to-day finances organized and, mainly, planning for the company’s future in the short, medium and long term. That’s when I found Ad Solvere and together we structured the next steps for FOT. Ad Solvere’s organization, commitment and competence have been of great value in the planned and healthy growth of our company!”

Daniela Messeder – Founding partner and CFO of FOT

“Ad Solvere differentiates itself from any other financial consultancy not only because of its insights, but mainly because of its attention and willingness to deeply understand the client’s business model.”

Clarissa Liguori – Co-founder of Pausa Ativa Ocupacional

“Hiring Ad Solvere was the best decision for our business! The feasibility study carried out by the company was fundamental to our decision-making. Milton is an extremely qualified, ethical and friendly professional, it was a pleasure to have him as our consultant. I recommend it to everyone!”

Elizabete Góis Santana Ferreira – Co-owner of Se Joga! Game House

“I recommend hiring Ad Solvere without blinking! Milton is one of the most complete professionals I have ever met: intelligent, determined, empathetic, leader and with an enormous capacity for delivery in a very Taylor-made way.”

Marcella Blok – Head of Compliance at Blok Compliance and Partner at Blok Consultoria Legal