Reporting
Your Group Cash KPI Shows £3.2m. Your Parent Can Deploy £800k in the Next 30 Days. Here Is Why Those Are Different Numbers.
At Hartley Holdings’ last board meeting, the group CFO Marcus presented a cash update. The consolidated cash balance was £3.2…
Why the Consolidated Gross Margin Fell When Every Entity Improved: The Entity Mix Variance in Multi-Entity Groups
At the January board meeting, Sophie — group FD of Meridian Group — presented the Year 2 consolidated results. Gross…
When the Group Structure Changed Mid-Year: How to Present Prior Period Comparatives in a Multi-Entity Board Pack That Don’t Mislead
Natalie is the group CFO of Beacon Group. In July 2024, the group completed the acquisition of Beacon Digital Ltd…
When Every Entity Hits Its KPI But the Consolidated Group Picture Is Wrong: Intercompany Distortions in Multi-Entity Reporting
Priya is the group finance director of Sterling Consumer Group, a five-entity consumer products business with a holding company and…
Why Your Group Budget vs Actual Dashboard Never Looks Right — And How to Fix It
Marcus is the CFO of a six-entity professional services group. Every month, his board asks the same question: “How are…
Group Variance Dashboard: How Multi-Entity Finance Teams Investigate Consolidated Results That Miss Budget
The board pack went out on a Thursday. By Friday morning, the CFO had three questions in her inbox. Consolidated…
Group Cash Position Dashboard: How Multi-Entity Groups Monitor Cash Across All Entities
When the CFO of a six-entity professional services group asked his group controller for the current cash position, the answer…
Why Nobody Looks at Your Group Dashboard (And How to Build One They Will)
The CFO at a six-entity distribution group asked his finance team to build a group dashboard in January. By February…
What Should a Group Board Pack Include?
There are two ways a board meeting can go wrong before it starts. The first is when directors receive a…
Why Your Group KPI Report Shows a Different Number for Every Entity — And How to Fix It
James is the CFO of a five-entity professional services group. Every quarter he sends each entity a KPI template and…