Advisory

CFO Advisory Services

Strategic financial leadership and CFO-level advisory to drive growth and operational excellence.

Service Overview

CFO Advisory Services

We provide CFO-level advisory services to businesses that need strategic financial guidance without the overhead of a full-time CFO, or supplement existing finance teams during periods of change.

What We Deliver

Strategic financial planning, budgeting, and forecasting
Budget preparation and financial reporting
Financial forecasting and scenario planning
Performance analytics and KPI monitoring
Advanced MIS frameworks and performance dashboards
Working capital and cash flow optimization
Financial governance and policy frameworks
Board and investor presentation support
Expansion feasibility and ROI analysis
Our Methodology

Our Approach

A structured, proven methodology that delivers consistent quality across every engagement.

01

Financial Diagnostic

We conduct a rapid 2-week assessment of your financial controls, reporting quality, cash visibility, and strategic finance function gaps.

02

Roadmap Design

A prioritized transformation roadmap is agreed with the CEO or board, covering quick wins and longer-term structural improvements.

03

Implementation

Our fractional CFO embeds into your team, leading the implementation of new processes, systems, and reporting frameworks.

04

MIS & Reporting

We build live management dashboards, forecasting models, and board reporting packs that give real-time financial visibility.

05

Ongoing Leadership

We provide continuing strategic financial oversight — attending board meetings, managing banking relationships, and mentoring your finance team.

Client Work

Case Studies

Real engagements, real outcomes — demonstrating our impact in the Saudi market.

SAR 85M
Project financing raised
Real Estate & Construction

CFO Advisory & Financial Transformation for a Real Estate Developer

Challenge

A rapidly growing Dammam-based real estate developer had fragmented reporting and no forward-looking cash flow visibility across 4 concurrent projects.

Our Solution

We provided fractional CFO services — redesigning the financial control environment, implementing live MIS dashboards, and building 3-year financial models for each project.

Results
  • Consolidated MIS dashboard live in 30 days
  • Cash flow forecasting accuracy improved by 60%
  • SAR 85M project financing raised
  • 4 project financial models built and maintained
Industry Expertise

Industries We Serve

Deep sector knowledge across the industries that drive the Saudi economy.

Technology & Telecoms
Real Estate & Construction
Retail & Consumer Goods
Manufacturing & Industry
Healthcare
Professional Services
Common Questions

Frequently Asked Questions

Answers to the questions we hear most often about this service.

We embed an experienced finance leader into your team on a part-time or interim basis, providing strategic financial oversight, reporting to the CEO or Board, and mentoring your in-house finance team.

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Get Started

Ready to Transform Your Financial Strategy?

Connect with our experts and discover how United Experts can help your organization achieve financial excellence and sustainable growth.

Or call us at+966 53 518 6159