What Strategic Finance Did for a $100M Property Group

How a New CFO Walked Into the Role and Was Board-Ready on Day 1

When a $100M property group hired a new CFO, the timing couldn’t have been more critical. A $25 million acquisition was underway. The board was requesting updated forecasts. Lenders needed to see strategic alignment, covenant compliance, and multi-year financial viability immediately.

And yet, the company was in the middle of a 4-month transition from its outgoing finance leader.

Any delay could have set the group back months.

Instead, the transition was seamless and the new CFO was board and lender-ready on day one.

That’s because Financiario had already been working behind the scenes.

THE SYSTEM WAS READY BEFORE THE CFO WAS.

In the months leading up to the CFO hire, Financiario had been implementing a real-time, institutional-grade financial model across the company’s group entities. The result?

One integrated system tied directly to historical audits, internal actuals, and a 60-month strategic forecast.

No separate models.

No fragmented team planning.

No last-minute fire drills.

Just a clean handoff and a system built to perform.

STRATEGY, FORECASTS, AND LENDER NEGOTIATIONS IN 1 DAY.

On day one, the CFO had access to:

• A full strategic plan covering the next five years

• Property development schedules, costs, and revenue projections

• A covenant compliance tracker and debt capacity calculator

• Rolling forecasts updated through the most recently closed month

• Multi-entity dashboards combining historical performance and forward strategy

• Loan amortization schedules and capital deployment modeling

• Variance analysis with real-time performance tracking

There was no need to rebuild models or request one-off reports. Everything was integrated, automated, and immediately usable for board presentations, bank negotiations, and management planning.

The acquisition proceeded without delay.

The board was impressed.

And the CFO was able to lead from day one with full control.

THIS WASN’T JUST A FAST START.

IT WAS A STRATEGIC ADVANTAGE.

While most companies lose months during leadership transitions, this one gained ground. The Financiario system didn’t just support the new CFO it elevated the entire finance function across the group.

What could have been a major slowdown became a launchpad.

→ Want your next CFO to hit the ground running?

We’ll build your finance engine before they even start.

Book a demo → financiario.com