Subject Matter Expertise

CFO Consulting, Financial Reporting & Accounting Advisory

The listed topic themes are the ones most finance leaders are interested in, based on our experience. If you have a specific challenge that you would like to discuss. Please reach out to us; we would be thrilled to have a conversation.

Financial Instruments &
IFRS 9 Advisory

Extensive experience in leading large-scale projects and handling challenging interpretation issues. 

 

Investment & Derivatives. Structured Finance. Portfolio & Instrument Hedging. ECL & CECL Macro-Economic Scenario Design & Governance. Consortium & Syndicate Lending. Debt Restructuring.  Foreign Exchange. CFDs, Options, SWAPs. Financial Reporting Modules of Global Treasury Platforms.

Mergers, Acquisitions & Spin-offs

Broad-based, sector-agnostic transaction accounting experience. Carve-out financial statements, acquisition accounting complexities, and post-merger integration.

Major transactions in Banking, Telecom, Mining, Technology & Blockchain sectors.

Lenders & Insurers

End-to-end deep know-how of the lending and insurance business. Experience of dealing with Domestic Systemically Important Banks (D-SIB) and Global Systemically Important Banks (G-SIB) in multiple jurisdictions around the World, Life and P&C Insurers.

 

Banking & Trading Books. Capital Deployment Strategies. Liquidity and Leverage Stress. Interest Rate Risk of Banking Book (IRRBB). Accounting Policy Formation. Procedural Manual Practical Updates. Cost of Funding, Securitization Risk-Appetite & Capital Allocation. Expected Credit Losses Macro-Economic Scenario Design.

Blockchain, De-Fi & Fintech

We are dedicated to demonstrating our expertise in blockchain finance, PoS, and PoW protocols from a CFO perspective, ensuring clients are confident in our deep understanding and reliability.

 

Bitcoin Banking. PoS Delegated Staking. SAFT & ICOs. AI with Blockchain Staking. Real World Asset (RWA) tokenization. Brokers & Dealers. Not-for-Profit Foundation Structures & Public Listing. NFTs, Stable-Coin & the GENIUS Act operating model consultations. 

Accounting Standards, Opinions & Litigation Support

Interpreting accounting standards is our core expertise. Over the last 20 years, we’ve likely addressed every IFRS challenge or provided assistance. Since the 2007 global financial crisis, IFRS and other accounting frameworks have undergone substantial changes, and we’ve been actively involved in numerous projects of varying sizes across jurisdictions worldwide, spanning the entire spectrum of accounting standards.

 

Accounting Change Projects. New Accounting Standard Implementation. GAAP Conversion. Accounting Opinions, Audit Readiness. Litigation Support in Accounting Expert Capacity.

Strategic Non-Routine Projects

High-impact ad-hoc projects requiring precision and depth of subject matter expertise.

 

Debt Financing for Green Initiatives. Carbon Capture Funding. Initial Public Offering (IPO) Readiness. Prospectus Preparation & Filing. Accounting & Financial Reporting Modules in an ERP Implementation Project. Executive Training (Board Committees). Visiting Faculty Speaking Engagements.

Balance Sheet Strategy & Resilience

Current and future state consultation. Business planning and financial position. Collaboration with like-minded finance and business leaders.

 

Reaction Time Assessment. Shock Scenarios. Start-Up and Established Businesses. 

Comprehensive CFO Advisory

Consulting services to corporate leaders, CFOs, and finance leaders on business and finance. 

 

We find that abstract frameworks are often developed through dialogue and consultation.