Strengthening Financial Controls and Financial Planning

for an Energy Services SMB

The client is Global energy services company with project management and operations and maintenance support to Power Generation industry with operations in several countries. The business was poised to scale up however the finance team struggled with weak systems, poor performance visibility, and limited internal capabilities. Inadequate cash cycle visibility, scattered reporting, and capital allocation concerns hampered decision-making, while leadership also faced team retention challenges during this critical growth phase.

Executive summary

P r e p a r e d B y : L i k e m a n y m i d - s i z e d e n e r g y s e r v i c e s f i r m s u n d e r g o i n g d i v e r s i f i c a t i o n , t h e c l i e n t f a c e d : D u a l B u s i n e s s C o m p l e x i t y : M a n a g i n g t w o b u s i n e s s m o d e l s , t r a d i t i o n a l e n e r g y s e r v i c e s a n d r e n e w a b l e s , r e q u i r e d c l a r i t y i n b u d g e t i n g , p r o f i t a b i l i t y , a n d c a p i t a l p l a n n i n g a c r o s s u n i t s . C a p i t a l A l l o c a t i o n C o n f u s i o n : L i m i t e d d a t a a n d m o d e l s m a d e i t d i f f i c u l t t o d e t e r m i n e o p t i m a l i n v e s t m e n t b e t w e e n t h e l e g a c y b u s i n e s s a n d n e w v e nt u r e s , o r e v a l u a t e f u n d r a i s i n g n e e d s .

Key findings

  • T h e c l i e n t i s G l o b a l e n e r g y s e r v i c e s c o m p a n y w i t h p r o j e c t m a n a g e m e n t a n d o p e r a t i o n s a n d m a i n t e n a n c e s u p p o r t t o P o w e r G e n e r a t i o n i n d u s t r y w i t h o p e r a t i o n s i n s e v e r a l c o u n t r i e s
  • T h e b u s i n e s s w a s p o i s e d t o s c a l e u p h o w e v e r t h e f i n a n c e t e a m s t r u g g l e d w i t h w e a k s y s t e m s , p o o r p e r f o r m a n c e v i s i b i l i t y , a n d l i m i t e d i n t e r n a l c a p a b i l i t i e s
  • I n a d e q u a t e c a s h c y c l e v i s i b i l i t y , s c a t t e r e d r e p o r t i n g , a n d c a p i t a l a l l o c a t i o n c o n c e r n s h a m p e r e d d e c i s i o n - m a k i n g , w h i l e l e a d e r s h i p a l s o f a c e d t e a m r e t e n t i o n c h a l l e n g e s d u r i n g t h i s c r i t i c a l…

Who this is for

This report is for CFOs, controllers, and finance leaders at $30–150M companies.

Download the full report: Strengthening Financial Controls and Financial Planning (PDF)

Published by ValueXPA — finance partner for $30–150M industrial manufacturers across the US, Australia, and India. Browse more research at valuexpa.com/insights.