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Description

Outsourced CFO | Part-time CFO | Pennylane Expert for SMEs and Startups

I help leaders move beyond blurry finances: clear reporting, controlled cash flow, reliable forecasting.

1) Outsourced CFO / Part-time CFO

- Monthly reporting and dashboards

- Budget and forecasting

- Cash flow management, cash management

- Strategic support for leaders

2) Pennylane: Audit, Migration, and Optimization

- Migration from Excel/old tools

- Accounting and analytical structuring

- Reporting automation

- Training and support

3) Reporting & Management Control

- KPIs, forecast, rolling forecast

- Cash flow management

- Finance stack and data quality

Results Achieved:

Typical deliverables (reporting and cash flow):

- Monthly Pennylane reporting (P&L, cash flow, treasury)

- Weekly cash flow plan and cash visibility

- Forecast / budget, rolling forecast

- Board pack with KPIs, reports, and recommendations

- Finance governance, procedures, and controls

Differentiation: an outsourced CFO approach that makes reporting useful daily, with quick and pragmatic implementation in Pennylane.

Sectors: SaaS, services, agencies, e-commerce.

Tools: Pennylane, Payhawk, Excel, KPI dashboards.

+40 Pennylane implementations/migrations

reliable and automated reporting

3–6 month cash flow visibility

structure and management for SMEs (€2M–€8M) and SaaS (ARR)

Industry field of expertise

Languages

French
Native or bilingual
English
Native or bilingual
Spanish
Native or bilingual
Catalan
Conversational

Workplace preferences

Remote only

Primarily works remotely

ITER ADVISORS
Outsourced CFO | Part-time CFO | Pennylane Expert for SMEs and Startups
CONSULTING AND AUDITS
February 2024 - Today (2 years and 4 months)
Results Achieved:

+40 Pennylane implementations and migrations
SMEs supported from €2M to €8M in revenue
Implementation of reliable and automated monthly financial reporting
3–6 month cash flow visibility
Financial structuring of SaaS companies (ARR, MRR, LTV, CAC, Rule of 40)

Context:
Growing SMEs and startups with unstructured or poorly managed finance (SaaS, consulting, hospitality, industry, AdTech).

Actions Taken:

Complete implementation of Pennylane (accounting + management)
Migration from Excel or unconnected tools
Structuring of the chart of accounts and analytical accounting
Implementation of monthly financial reporting
Cash flow management and forecasting
Implementation of KPIs and dashboards
Support for leaders (decision-making, financing, structuring)

Concrete Cases:

Marketing Agency €2M: Pennylane implementation + reporting + non-dilutive financing
SME €4M: Pennylane + Payhawk integration + management control
SaaS €3M ARR: SaaS metrics management + 3-year forecast
AdTech €8M: Financial management + expansion strategy

CFO / Outsourced CFO Scope:
Financial reporting, treasury, budget, forecast, KPIs, investor relations, fundraising, M&A

Tools:
Pennylane, Advanced Excel, Payhawk, KPI dashboards, SaaS metrics tools, BI / data

Objective: Make finance clear, manageable, and useful for decision-making.
Part-time CFO Outsourced CFO Financial Modeling Budget Monitoring Financial Reporting
PACCOR
Senior Controller | Structuring Management Control and Reporting
CHEMICAL
October 2021 - February 2024 (2 years and 4 months)
Results Achieved:

Transition from delayed reporting to reliable and proactive reporting
Significant improvement in financial data quality
Implementation of rolling financial forecasts (1, 3, 12 months)
Strengthened operational and financial management

Context:
Industrial company with a deficient finance department and unreliable reporting.

Actions Taken:

Complete reconstruction of management control
Implementation of group financial reporting
Monitoring of financial and operational KPIs
Structuring of accounting processes (inventory, closing entries)
Implementation of rolling financial forecasts
Improvement of data quality and tools

Transformation:

Shift from a degraded reporting system to reliable management
Improved decision-making at the management level

Tools:
ERP, data visualization, SQL (self-taught), BI tools

Objective: Ensure the reliability of financial data and structure management.
Internal Control Financial Reporting ERP Integration Operational Management Control Rolling Forecast
VIIA
Finance Manager | Creation and Structuring of the Finance Department
TRANSPORTATION
May 2019 - October 2021 (2 years and 5 months)
Paris, France
Results Achieved:

Complete creation of the finance department
Implementation of a management control system
Transformation of a cost center into a profit center
Improved financial management of the terminal

Context:
Joint-venture (Primafrio / VIIA) without an existing financial structure.

Actions Taken:

Creation of the finance department from scratch
Implementation of management control
Structuring of reporting for quarterly board meetings
Accounting management and monthly entries
Analysis and allocation of operational costs
Optimization of financial processes

Transformation:

Shift from an unmanaged structure to a structured financial organization
Improvement of profitability and operational monitoring

Objective: Structure finance to manage a complex industrial activity.
Team Management Project Management Controlling Management Control Financial Reporting