Strategic assistance to transform your Finance department
Finance Function Transformation
Transforming the Finance Function is now a major strategic lever for Accounting and Finance departments. It is no longer a question of producing reliable data but of driving performance, supporting change, and integrating new technological, human, and sustainable challenges.
Primexis works alongside companies in France to rethink their models, optimize their processes, upgrade their systems, and work with their teams in a dynamic transformation process.
Our teams work in complex environments using a proven methodology that combines operational excellence, digital agility, and business expertise.
Your challenges in Finance Function Transformation
Do you need assistance in successfully transforming your Finance Function? Do you want to make your data flow more reliable, streamline your processes, and fast-track decision-making? Do you plan to integrate new technology to manage your performance better and increase your organization’s profitability?
These crucial considerations call for assistance that is on par with the challenges you face. Primexis can provide you with proven expertise that combines high standards and an in-depth understanding of Finance Transformations.
Performance Management Consulting
Primexis assists Finance departments in designing and implementing management and reporting systems adapted to profitability, performance, and growth challenges.
Our services cover auditing existing processes, defining data models, optimizing budget processes, modeling cash flows, structuring controlling systems, and implementing FP&A solutions.
Our areas of expertise
- Profitability challenges
- Growth, fundraising or restructuring
- Organizational baseline review: analytical axes, cost centers, and management units
Financial Process Digitalization & Optimization
Our team of experts can help you optimize your business processes, such as Purchase, Procure to Pay (P2P), or Order to Cash (O2C), as well as your management reporting using advanced technical solutions to automate them and make them more efficient.
We also integrate emerging technology, such as AI, for predictive analytics, to proactively identify financial anomalies, and for cash management. This approach strengthens a Finance department’s ability to anticipate trends and make informed decisions.
Our areas of expertise
- Reduce closing times
- Initial public offering (IPO)
- Continuous performance improvement
Project Management Assistance to transform Finance departments
As part of Finance Function Transformation projects, particularly when changing accounting or management information systems, Primexis can assist you with every step: scoping, statement of requirements, testing strategy, data recovery, and supporting your teams.
Our teams, working within your Finance and business project teams, are skilled in both IS projects and corporate finance, ensuring smooth and effective coordination between all parties.
We work with you from the feasibility study to operational management, including assistance in choosing solutions, organizing tests, and supporting change.
Our areas of expertise
- Assistance in selecting and comparing application solutions
- Defining and implementing accounting and management systems
- Organizing and managing testing and functional acceptance phases
- Change management and operational startup assistance for Finance department teams
Finance Transformation Project Management
Primexis can assist you in managing your Finance Transformation projects, from the initial scoping phases to the operational launch. We can help structure, secure, and support the development of your information systems and financial processes.
Our assignments consist of:
- Establishing effective project governance to control risks and ensure the quality of deliverables
- Ensuring reliable and clear communication with management and project members
- Facilitating trade-offs and decision-making throughout the project
Our areas of expertise
- Assisting project management with the organization, coordination, monitoring, and production of deliverables
- Operational interface between the project and business teams, project owners, or IT: statement of requirements, test phases, and startup support
- Project Management Officer – PMO
Client
Agri-food Group
Engagement Objective
Optimize finance management tools, and in particular, Reporting and Cash Management issues
Results Obtained
- Produced functional specifications for the various components of Managerial Free Cash Flow
- Helped implement Cash Reporting under SAP BPC and carried out acceptance work
- Defined associated closing process
- Change Management
Clients
Mid-cap companies – All sectors
Engagement Objective
Within the context of continuous performance improvement, structuring, and implmenting Power BI, the leading analytics and Business Intelligence platform
Our Intervention
- Standardized support tools to recognize turnover according to the progress method
- Implemented specific data sets to manage Industrial and Logistics KPI’s
- Implemented dashboards to monitor performance of food points of sale and the related indicators: food costs, labor, and food margin
- Digitalized customer and supplier account tracking
Client & Engagement
Group IT Finance sector: adapt the Group Finance IS to business and organizational changes in response to the impact of Brexit
Engagement Objective
Provide Project Management for Group Finance IT: corporate finance tools, GL accounting, consolidation, and reporting
Tasks Carried Out
Project Management:
- Helped define and implement the Group Finance IT project strategy in collaboration with the business, IT, and project teams
- Determined actions to carry out, cost of expenses, and allocation of resources
- Estimated budgets and created schedules
- Identified and managed risks and dependencies related to each project
- Provided reporting to project members and decision-making bodies (Program Manager and Committees)
- Reviewed and analyzed the impact of business requirements
- Participated in determining target architecture and identifying the components to deliver – with the finance project manager, the architects, and IT teams
- Organized and coordinated the work to be done between the French and Indian Group Finance IT teams in collaboration with other teams
Results Achieved
Delivered the components needed to supply the France Finance tools (corporate finance, GL accounting, consolidation, and reporting) in respect to the costs, timeline, and quality defined at the Group level
Companies that chose Primexis
Expertise available for your company’s Financial Transformation
Primexis’ Finance Transformation team helps Finance departments improve their operations and drive organizational change, from functional evaluation to carrying out projects. We adapt our methodology and resources to your specific needs while ensuring the continuity of your business.
We provide you with:
- Specific and multidisciplinary expertise to address the complexity of your Financial Transformation projects
- Personalized solutions based on the size, culture, and priorities of your company in France
- Experienced consultants from international groups, listed French companies and mid-cap companies, capable of working within complex and demanding environments
Our firm offers multi-sector assistance
Our international network LEA Global
Consolidation and Reporting
Accounting and Taxation
Are you starting a Finance Transformation project?
Primexis is by your side at every step with a structured approach adapted to the reality of your organization.
Our team works with your priorities, constraints, and the maturity of your environment to help you move forward efficiently and sustainably.