Strengthen your financial management in the long term
Controlling
In an economic environment under perpetual transformation, controlling has become an essential lever. We work with you to make your data more reliable, secure decision-making, and accurately anticipate market dynamics.
Our consultants, under the supervision of French CPAs, can assist your teams or manage projects, through advisory or operational support assignments. Their experience in complex environments combined with a perfect mastery of management tools allow them to quickly integrate and take on your transformation, growth, or reorganization challenges with excellence.
Closings, activity and consolidated reporting, budget processes, forecasts, etc. Each task relies on an in-depth understanding of your business challenges and a results-oriented approach.
Working with numerous mid-cap corporations and large groups, our team adapts to your organization’s specificities and ensures reliable, flexible, and immediately operational assistance.
Your Challenges
Do you need to strengthen your controlling team or manage a project in the short term? Are you facing a particular issue: absence of employees, surge in activity, or restructuring? Are you looking for experienced profiles to support your FP&A, support, or operational functions? Have you launched a transformation project, or would you like to improve your performance or cash management? Are you looking for a solution that is flexible, quickly available, and perfectly adapted to your organization?
More than 50 controlling consultants are available to provide you with their cutting-edge technical expertise, results-oriented approach, and quick integration into your teams.
Financial Planning & Analysis / FP&A
Our FP&A consultants play a central role in performance management within group Finance departments. They participate in defining financial and operational objectives and producing consolidated reports and cross-functional analyses to help with strategic decision-making.
Their assignments involve constant collaboration with the organization’s various subsidiaries and activities and close coordination with consolidation, financial communication, and treasury teams.
Our area of expertise
- Reporting and analysis on a management scope
- Budgeting, forecasting, and strategic planning
- Performance analysis on a like-for-like basis
- Cash flow analyses
- Providing assistance with rolling out new consolidation and reporting tools
Performance Management
Reliable and flexible financial management has become vital for Finance departments. Primexis offers tailored support to optimize organizational efficiency, roll out powerful tools, and implement continuous process improvement.
Our teams – functional and data experts – assist with the diagnostic phase to rolling out the most adapted solutions. We also bring specialized change management expertise to analyze flows, model needs, and improve treasury management.
Our areas of expertise
- Establishing steering models and defining related KPIs
- Structuring and improving reliability of data and analytical overhaul
- Optimizing and simplifying management methods
- Rolling out data visualization solutions
- Designing projection and cash management tools
IT Controlling
Our IT controllers work within Information Systems departments to ensure effective management of IT projects and measure the performance of information systems. Our expert consultants ensure that IT and digital investments are properly managed and aligned with business needs.
Acting as the interface between finance and IT, our experts interact with technical profiles (project managers, architects, and accountants) on a daily basis.
Our areas of expertise
- Producing financial reporting and IT KPIs
- IT project management
- Optimizing processes
- Innovative management solutions
Optimize Performance of Support Functions
As pillars of organizational efficiency, support functions play a key role in the overall performance of a company. To help optimize their resources, our consultants bring expertise focused on analysis, budget monitoring, and key indicator management.
Our controllers work with the heads of Finance, Human Resources, Legal, Communications, Marketing, or Purchasing departments. Our experts assist them in planning, budget management, and expense monitoring, ensuring group guidelines and performance challenges are aligned.
Our areas of expertise
- Regular analyses and reporting
- Assisting with closing operations
- Establishing budgets and forecasts
- Optimizing processes
Support for Operational Management
Primexis’ controllers work with operational departments – sales, manufacturing, logistics, or CSR – to manage their performance. They track financial and extra-financial indicators specific to your organization and provide reliable insights to support decision-making.
Once integrated into your operational teams, our consultants act as true business partners. They are the link between operational issues and financial logic, bringing a clear vision, adapted tools, and a results-oriented analytical ability.
Our areas of expertise
- Performance analysis based on business KPIs
- Producing operational reporting
- Identifying optimization drivers and establishing action plans
- Providing decision-making assistance
- Reviewing and improving processes
Sector of Activity
Asset Management
Engagement Objectives
Implement a finance set up as part of a carve out, including accounting and controlling
Our Involvement
– Assisted with general secretariat in setting up a finance organization
– Provided project management support when rolling out the SAP FI/CO solution: functional specifications relating to various master data and approval workflows
– Defined and implemented a Power BI reporting tool to monitor the organization’s performance
– Defined finance processes and processes specifics to year-end closing and forecasting
Sector of Activity
Insurance
Engagement Objectives
Roll out BI tools to address IT reinvoicing and reporting issues
Our Involvement
– Secured and standardized the group’s IT cost reinvoicing process
– Built data models to reinvoice IT costs and also efficiently monitor group’s IT costs
– Provided support during different phases of the project
– Produced functional and technological framework items
– Rolled out Power BI and Azure Platform solutions
Sector of Activity
Agri-food industry
Engagement Objectives
Conduct an assessment during a reorganization of the controlling function of an agri-food group
Our Involvement
– Provided support in reviewing the organizational and methodological aspects of the controlling team
– Analyzed the existing situation based on interviews and a study of existing documentation
– Presented action plans to the Finance department
– Rolled out recommendations presented at the time of the assessment: costing model optimization / increased reliability and digitized inventory reporting (reviewed valuation method, data quality work, and defined and supported the reporting system roll out enabling a shared analysis between the finance and operation teams)
Sector of Activity
Agri-food industry
Engagement Objectives
Construct a “managerial” cash flow projection, in line with analytical management, to separate cash flow by business units (production, distribution, & support functions)
Our Involvement
– Defined cash managerial components
– -Drafted functional specifications
– Provided support when implementing a cash management tool under BPC
– Produced specific models for WCR
– Carried out acceptance and change management operations
Sector of Activity
Waste management and energy services
Engagement Objectives
As part of a merger, implement IT management tools to provide a better understanding of the various activities, reduce production time, and improve data reliability
Our Involvement
– Provided support for domain managers in adapting to financial challenges
– Designed and rolled out Power BI reports offering a distinction between run and build operations and an analysis by nature, project or supplier
– Reduced reporting times, improved data quality, and proposed a projection tool
Sector of Activity
Music
Engagement Objectives
As part of an initial public offering, Primexis’ team supported a player in the music industry to speed up the closing processes
Our Involvement
– Provided back-up controlling teams and participated in various production operations
– Participated in reviewing closing schedules and related processes
– Defined and implemented statistical methods enabling accelerated recognition of the sales cycle
They have placed their trust in us
Meet our Clients
Cross-over Testimonial Bel Group & Primexis on a Cash Management project
Learn about Bel Group and Primexis’ successful collaboration on a complex cash flow management project through an interview with Romain Mourot, Bel Group VP of Corporate Finance, Guillaume Hubert, Controlling director, and Victor Arnaud, Senior Manager in Consolidation at Primexis.
This cross-over testimonial from the experts provides a detailed overview of the methods, tools, and strategies put into place to achieve the cash management project’s ambitious objectives, the major steps in implementing it, and the factors that contributed to its success.
Romain Mourot also explains how Primexis’ technical expertise in accounting, consolidation, and controlling was a decisive factor in Bel Group’s decision to work with our firm.
Our Teams, Our Expertise
Our controlling team brings together more than 50 consultants with complementary profiles, ranging from recent graduates to experts. All have received high-level training (business schools, master’s degrees in Finance, Controlling, or Information Systems) and are trained in best practices in the field.
- High-level educational backgrounds: business schools or specialized master’s degrees in Finance, Controlling or Information Systems
- Recognized technical expertise: excellent command of major databases (Essbase & BW), ERP (SAP FI/CO, PeopleSoft, Microsoft Dynamics & Sage), EPM solutions (Tagetik, Anaplan, SAP BFC/BPC, OneStream, & Board), and BI tools (Power BI & Tableau)
- Close supervision: a management team of 10 senior consultants, including French CPAs, with more than 10 years of experience, provides daily support to help teams develop their skills
- Operational excellence: consultants trained to quickly adapt to your tools, challenges, and performance standards
Our firm offers multi-sector assistance
Consolidation & Reporting Assistance
Accounting & Finance
Primexis Cloud
Need assistance in controlling?
Our experts work on your performance management challenges, provide FP&A reinforcement, assist your support functions or operational departments, and optimize reporting, forecasts, BI tools, or cash management.
Whatever the nature of your project – structuring, transformation, or temporary overload – we bring the appropriate skill set to provide you with a rapid, reliable, and actionable response.
Let’s talk about your needs. A Primexis expert will get back to you as soon as possible.