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Systems & Process Optimisation
Improve the process before adding cost and complexity.
Serana maps finance operations, identifies bottlenecks and redesigns workflows for speed, accuracy and scale. The engagement has defined outputs, milestones and acceptance criteria. One Serana engagement manager allocates work and supervises delivery.
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
Deliverables
Finance process maps (current and future state)
Month-end close timetable
Chart of accounts documentation
Automated reporting templates
Systems assessment and recommendations report
Internal controls framework
RACI and responsibility matrix
Finance team handbook / SOPs
"After acquiring three companies, a PE fund asked Serana to harmonise finance processes across the group. We documented more than 40 processes, consolidated three charts of accounts, automated monthly reporting and reduced the combined close from 20 working days to seven. The final handbook supported consistent onboarding and control."
Ready to simplify your finance function?
Let's talk about how we can tailor this service to your needs.
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