Finance & accounting

Hire a financial planning consultant in Greece and Cyprus

The forward view of the numbers: budgets that connect to the plan, forecasts that get revisited, and cash flow an owner can act on.

Plenty of companies in Greece and Cyprus run on last year's numbers: the accountant closes the books reliably, the budget is last year plus a hope, and cash surprises arrive with the invoices. A financial planning consultant builds the forward view: budgeting that connects to what the business actually plans to do, rolling forecasts that get revisited as reality comes in, cash flow planning an owner can act on, and scenarios run before decisions rather than after them.

The financial planning consultants on Hellenic Talent learned the craft in Big 4 advisory teams, in the FP&A functions of corporates and scale-ups, and inside PE portfolio companies where the fund expected a forecast that meant something. They have built planning and reporting for family businesses professionalising, for companies preparing to face banks and investors, and for finance teams that never had the capacity to look past the close.

What does a financial planning consultant actually do?

  • Build a budget that commits to the same things the operating plan does
  • Set up rolling forecasts revisited as actuals land, not an annual ritual abandoned by spring
  • Give the owner cash flow planning that supports decisions rather than observation
  • Design management reporting around the questions the business argues about, so meetings debate decisions instead of spreadsheets
  • Run scenarios before the big moves: a hire, an expansion, a price change, a major contract
  • Connect the planning cycle to what banks, investors, and EU-funded programs will eventually ask to see
  • Leave working machinery behind: models, templates, and a rhythm the finance team can run alone

How to choose the right financial planning consultant

What to test in the first conversation, whoever you end up hiring.

  1. Ran planning, not just models

    Has run planning cycles inside operating companies, not only built models for them.

  2. Survives the handover

    Builds models the finance team can maintain after handover, and treats that as part of the job.

  3. Reporting follows the decisions

    Starts from the decisions the business needs to make, not from a template of reports.

  4. Ready for scattered numbers

    Understands the data reality of Greek and Cypriot mid-market companies, where the numbers live in the accounting system, in spreadsheets, and in someone's memory.

  5. Tells an owner no

    Is comfortable telling an owner that the forecast says no.

Related roles

Tell us what you are trying to get done

A short call is enough to understand the situation and tell you honestly whether the network has the right financial planning consultant for it.

Engagements run remote, hybrid, or on-site, for clients in Greece, Cyprus, and the rest of the world.