Systems & Process Optimisation
Before you hire more people, fix the process.
Finance teams often grow headcount to cope with complexity — when the real problem is inefficient processes, disconnected systems, and a lack of documentation. Serana maps your finance operations end-to-end, identifies bottlenecks and manual workarounds, and redesigns workflows for speed, accuracy, and scalability. Whether you're post-acquisition and need to integrate, or simply ready to professionalise, we get your finance function running the way it should.
What we do
Process & Controls
- End-to-end finance process mapping and documentation
- Bottleneck identification and root cause analysis
- Month-end close timetable design and implementation
- Internal controls design and framework development
Systems & Automation
- Chart of accounts review and rationalisation
- ERP / accounting system configuration and optimisation
- Automation of manual tasks (Excel, Power Query, scripting)
- Reporting template standardisation across entities
People & Knowledge
- Finance team onboarding and standard operating procedures
- RACI and responsibility matrix
What You Receive
"After acquiring a group of three companies, a PE fund engaged us to harmonise finance processes across all entities. We documented 40+ processes, consolidated from three chart of accounts structures to one, automated monthly reporting via Power Query, and reduced the combined month-end close from 20 working days to 7 — while also building an SOP library that enabled the fund to onboard a junior finance hire without senior oversight."
Ready to simplify your finance function?
Let's talk about how we can tailor this service to your needs.
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