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.

Schedule a call How our vetting works

Plenty of companies in Greece and Cyprus run on last year's numbers: the accountant closes the books, and the budget is last year plus a hope. A financial planning consultant builds the forward view the business plans and decides on. The signs that it is missing:

Cash surprises that arrive with the invoices instead of in a forecast
A budget nobody looks at after the first quarter
Management meetings that debate spreadsheets instead of decisions
A lender asks for a forecast the company cannot produce

The financial planning consultants on Hellenic Talent are elite professionals who 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.

What does a financial planning consultant actually do?

Build a budget that commits to the same things as the operating plan
Set up rolling forecasts revisited as actuals land, not abandoned by spring
Plan the cash flow so the owner acts before a shortfall, not after it
Design management reporting around the questions the business argues about
Run scenarios before the big moves: a hire, an expansion, a price change
Leave the machinery running: templates and a planning calendar the finance team owns

How to choose the right financial planning consultant

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

Has run a budget calendar
Has run a full planning cycle inside an operating company, from the budget calendar to the reforecast, not only built a model.
Forecasts from drivers
Builds the forecast from the drivers the business controls, such as volumes, prices and headcount, rather than by adjusting last year.
Links profit to cash
Links the budget to the cash flow plan, so a profitable quarter that drains cash shows up in advance.