Our client is a professional advisory firm that offers integrated financial and legal services to private clients, businesses, family offices, and charities.
Headquartered in Leeds, the firm has expanded to multiple locations including London, Edinburgh, as well as international offices in Singapore and Hong Kong. With an ambitious growth strategy, the client reported a remarkable 43% year-on-year growth in their latest financial update (2024).
Rapid growth, driven by a series of mergers and acquisitions, has strained the internal departments and infrastructure, affecting the firm’s ability to maintain its high standards. This growth has led to challenges in integrating new businesses, meeting timely and accurate financial, regulatory and audit requirements and maintaining operational efficiencies within the Finance function.
HWIS was engaged to mobilise a team of Senior Finance Consultants to evaluate the Finance function and Business As Usual (BAU) status, ensuring the continuity of key dependencies and tasks while conducting a capability assessment of business needs. The focus areas included:
Subsequently, a new Target Operating Model (TOM) was designed to ensure the Finance function would be fit for future growth and sustainability.
The six-month assignment resulted in the following successful outcomes:
Do you have a business challenge that needs a talent solution? Get in touch to find out how we can help.
