Outsourced CFO / Financial Controller

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Outsourced CFO / Financial Controller

With our Outsourced CFO / Financial Controller service, you take advantage of a commercially astute professional fulfilling the role of a CFO or Financial Controller without adding to the employee count and resource costs.

We have in-depth experience of the Alternative Investments sector, focusing on Private Equity, Real Estate, Venture Capital, Hedge Funds, and Insurance-Linked Securities (ILS).

We have expertise in US  financial reporting.

“Our services can be tailored to suit your requirements”

Services for Alternative Investment Funds, Management Company & General Partner

  • Assistance with fund structuring and launch
  • Review of offering documents, operating agreements, and organizational documents
  • Collaborate with client’s attorneys, tax advisors, auditors, and any other third-party
  • Accounting and financial reporting advice
  • Limited partnership accounting, Investor services, Treasury services
  • Review of financial reports provided by the fund administrator
  • Review of investment valuation report
  • Review of tax memo
  • Audit facilitation
  • US GAAP / IFRS financial statements preparation
  • Operational support
  • Accounting and administration of SPVs/Holding Cos, Management Company, and General Partner
  • ILPA reporting

Services for Family Offices and Private Clients

  • “Family CFO” / “Personal CFO”
  • Assistance with structuring
  • Accounting and financial solutions
  • Back-office support
  • Perform operational risk review and due diligence on asset managers, advisors, funds, and service providers
  • Collaborate with client’s attorneys, bankers, advisors, brokers, and any other third-party

Services for International Companies

  • Assistance with structuring
  • Review of legal documents
  • Collaborate with client’s attorneys, tax advisors, and any other third-party
  • Accounting and financial solutions
  • Back-office support
  • Attending and presenting financial information at board meetings

Services for Start-ups

  • Interim CFO/Financial Controller
  • Strategic business and financial planning
  • Back-office support
  • Cash flow management
  • Internal controls
  • Accounting and financial solutions
  • Attending and presenting financial information at board meetings

 

Alexander Advisory Limited – “Teaming up to benefit our clients.”