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Transformation

Financial Department Transformation

  • Development of custom management reporting templates
  • Selection of management accounting software
  • Project management for software implementation
  • Development and integration of interactive reporting in Power BI
  • Support in hiring financial professionals 
  • Profitability analysis across business segments and dashboard development based on owner requests
  • Engaging and managing contractors for tax planning system development and implementation
  • Setting up processes for outsourced accounting
  • Securing bank loans (managing contractors and assisting in documentation preparation)

Planning your financial future of business

Daniel Castillo

Managing Director

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Transformation