Financial Onboarding
Turn deal thesis into numbers and operating rhythm. In the first 100 days we set up reporting, KPIs, cash and working capital routines, and BI enabled controls so management and investors run the same playbook.
Why financial onboarding
- Day 1 visibility with a single source of truth for management and sponsors
- Aligned KPI and accounting definitions that reduce noise and rework
- Faster monthly close and reliable board and lender reporting
- Cash and working capital cadence that prevents post close surprises
- Clear tracking of 100 day plan priorities and value creation
- SPA handover items captured and translated into reporting
What we deliver
- Reporting blueprint with close calendar, roles, and RACI matrix
- KPI pack and glossary with SPA aligned definitions
- Board and management reporting packs with templates
- BI ready data model, connectors, and automated refresh
- Power BI dashboards by role with governed access
- Close to report playbook and month end checklist
- Cash and working capital routines with targets and ownership
- Short term cash forecast and covenant tracking pack
- Initial driver based forecast and variance analysis
- Chart of accounts mapping and data quality clean up
- Policy and governance basics including documentation and audit trail
- Training for finance and business users with handover
Our process and timeline
A project timeline for a typical project looks like the following:
- Week 0 to 1: Kickoff, systems and data scan, KPI map, draft close calendar
- Week 1 to 2: Data ingestion, first dashboards, early wins for cash and working capital
- Week 2 to 3: KPI and definition alignment, board pack draft, training plan
- Week 3 to 4: Go live for day 1 reporting, close to report routines
- Week 4 to 8: Stabilize, expand dashboards, launch variance and covenant packs
- Week 8 to 12: Embed operating rhythm, finalize documentation and handover
The actual length depends on the scope and complexity of the transaction.
Tech enabled delivery
- Power BI reporting and controlling, SQL data modeling, and secure connectors
- Microsoft 365 stack with role based access and audit trail
- Connectors for ERP, CRM, payroll, and data warehouse systems
- Automation for refresh, distribution, and change log
Who we serve
- Investor backed mid cap companies after acquisition or investment
- Portfolio CFOs and finance teams building day 1 to day 100 capabilities
- Founder led businesses professionalizing reporting and controls
- Germany and the United States with bilingual delivery
Case snapshot
Financial Onboarding and CFO support after PE-backed platform investment
Supporting the finance function of a US PE-backed German manufacturer on the 100 day financial onboarding roadmap, building automated investor reportings for monthly financial, cash forecasting and daily liquidtiy.
Why Radial
- Big Four level rigor with boutique speed and attention
- Ex Big 4 leadership, bilingual team, and PE native ways of working
- Data first delivery with dashboards, models, and governance you can run
- Proactive communication, clear ownership, and weekly deliverables
Frequently Asked Questions
Ideally before signing or immediately after to shape data access, KPI definitions, and the close calendar. Early start prevents rework later.
Manufacturing, subscription (SaaS), project business, E-Commerce, consumer goods, industrial goods and more. We tailor driver trees and KPI logic to your business.
ERP, CRM, payroll, and data warehouse sources. We provide a clear data request and build secure connectors and a BI ready data model.
Yes. We design templates, automate packs, and set up covenant tracking and distribution.
We work within your Microsoft 365 tenant with role based access, logging, and audit trail. Data stays under your control.
Yes. We provide training and documentation and hand over ownership to your finance team.
