Finance Excellence means more than solid numbers and clean financial statements. The finance function must serve as an enabler – strategic, forward-looking, cross-functional, and execution-focused. We bring years of operational C-level accountability: as CFO and CIO in large international enterprises, and equally in scale-up environments across all growth phases.
The full CFO role for a defined period – with full operational responsibility, leadership, and decision-making authority, including stakeholder management with banks, the board, and investors.
Ongoing strategic CFO support on a part-time basis – for example one to two days per week. Particularly valuable for companies with 5–100 employees or revenue between CHF 2 and 50 million.
Effective financial strategies, tailored to your starting position, growth ambitions, and capital structure.
Redesigning finance processes and organizational structures – pragmatically, feasibly, and with future automation in mind.
The path to an AI-ready finance function – through the lens of experienced practitioners who know where the real obstacles lie.
From founding phase through hypergrowth to large enterprise – we've made this journey ourselves.
Finance transformation projects often fail due to a lack of leadership – not a lack of expertise.
C-level Finance Excellence on a part-time or interim basis – for companies that need CFO expertise but can't or don't want to fill a full-time role, or that need to bridge a phase of transformation, reorganization, or problem-solving.
Scope and price are agreed upfront.
Particularly for companies with 5–100 employees or annual revenue between CHF 2 and 50 million. At this stage, a full-time CFO is often not yet economical, but the complexity of banking relationships, reporting, planning, and fundraising exceeds what bookkeeping or a fiduciary can provide.
We support M&A processes on the buy and sell side: financial due diligence, business valuation, structuring of financing solutions, SPA negotiations, and coordination with banks, lawyers, and auditors.
Yes – from investor decks with a solid financial foundation, financial models, and business plans to due diligence readiness and structuring the round (equity, debt, convertibles). We also handle communication with investors, banks, and family offices.
For us, AI is an enabler, not an end in itself. The foundation is clean data structures, harmonized ERP landscapes, and clear processes. Only then can automation, AI-based anomaly detection, automated posting, and predictive forecasting be introduced effectively.
Yes. Frank Powa founded a pension fund in Switzerland and serves on the foundation board of two pension funds. We advise on choosing a pension solution, setting up foundation structures, governance, and optimizing employee benefits.
Free initial call with Frank Powa, Partner Finance Excellence.