Finoptim
Virtual CFOs and Financial Modellers for Fast-Growing Businesses
WHAT WE DO.......
Financial Strategy
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Strategic Financial Modelling: Analysing scenarios, optimising investments, and managing risks for informed decision-making and valuations.
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Strategic Planning & Analysis: Creating long-term financial plans aligned with company goals..
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Risk Management & Mitigation: Assessing and managing financial and operational risks.
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Investment Appraisal: Evaluating potential investment opportunities for maximum ROI.
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Mergers & Acquisitions: Strategising and executing M&As in line with organisational growth objectives.
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Provide Financial Due Dilligence and integration support.
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Performance Management & Metrics: Developing and tracking key performance indicators (KPIs) to gauge financial performance.
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Preparing companies to attract investors with a tailored roadmap for investment readiness.
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Talent Management: Building and retaining a skilled financial team.
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Capital Structure Management: Determining the optimal mix of debt, equity, and internal financing
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Debt Financing: Monitor Company Debt and negotiation with banks, investors and financial institutions.
Financial Management
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Budgeting & Forecasting: Planning and estimating future financial needs.
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Cash Flow Management: Monitoring and optimizing cash resources.
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Working Capital Management: Ensuring Company can pay its short term debts
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Risk Management: Identifying and mitigating financial risks.
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Financial Reporting: Preparing and communicating financial statements.
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Advanced Financial Analysis: Interpreting complex financial data to assist with business decisions.
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Debt Management: Strategising and managing company debts.
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Financial Reporting & Transparency: Ensuring accurate, timely reporting to stakeholders.
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Cost Reduction: Identifying opportunities to reduce costs and increase operational efficiency.
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Financial Staff Training
Business Transformation
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Digital Transformation: Utilising digital technologies to enhance operations.
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Process Optimisation: Streamlining and improving business processes.
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Financial Re-assessment: Reviewing and changing financial structures and models.
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Organisational Redesign: Aligning organisational structure with new strategies.
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Change Management: Managing the human side of organisational changes.
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Innovation and Strategy: Implementing new ideas to maintain competitiveness.
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Technology Implementation: Integrating new technology systems to support business needs.
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Customer Experience Transformation: Enhancing the customer journey.
About
My name is Alan Sharfman
I am the CEO at FinOptim, a leading firm specialising in Virtual CFO, Financial Management, and Strategic Services tailored to fast-growing companies across diverse sectors. With over 25 years of national and international executive experience, I bring a wealth of knowledge in finance, operations, and business strategy. I am a proud member of CPA Australia, a Xero Certified Advisor, and an Advanced Financial Modeller.
My mission extends beyond numbers; it's about partnering with ambitious businesses to optimise their financial function, instill best practices, and craft solutions that deliver tangible results.
I work with start-ups, fast- growing SME`s, ASX listed entities, APAC public companies and listings on the NYSE. My core focus is on financial strategy, scenario analysis, budgeting, forecasting, cash flow management, investor relations, trade sales, financial modelling, valuations ,mergers and acquisitions, and capital raising.
My proven track record includes scaling and exiting some of Australia's fastest-growing businesses, realising remarkable revenue growth, EBITDA multiples, and investor returns.
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At FinOptim, we believe in leveraging finance as a tool for growth and transformation. Our approach is personalised, proactive, and rooted in a deep understanding of the unique challenges and opportunities of your industry.
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When not in the boardroom, I enjoy quality time with my beautiful family, hiking through nature's trails, visiting waterfalls, and strumming my guitar. My passions in life mirror my professional approach – a blend of strategic thinking, creativity, and a pursuit of excellence.
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Connect with me to explore how FinOptim can catalyse your business's growth journey. Together, we can turn financial insights into strategic assets, driving success, innovation, and lasting impact.
Testimonials
“Alan has a very strong understanding of the IT industry and assisted us in developing new and innovative product lines. I feel I now have a firm grip of the financial activities within the IT business with robust board and financial reports, cash flow management tools , internal controls, clear business and staff kpi`s and an expert I can call on when required. My role has been up-scaled from a financial controller to the designated CFO of the company.."
Daniel L CFO MIKE IT
