FINANCE PROFESSIONALS

There are many segments for this category:
  1. ACCOUNTANTS are in charge of handling bookkeeping, managing and recording financial transactions in accounting software of companies or organisations.
  2. AUDITORS are in charge of conducting internal and/or external audits an certify financial accounts & statements for companies or organisations.
  3. FINANCIAL ADVISORS are in charge of providing advisory to deciders in companies/organisations and other stakeholders in the domains of finance, accounting, taxation, etc .
  4. FINANCIAL ANALYSTS are in charge of producing financial analysis reports that help financial advisors and decision makers to take informed and data driven financial decisions.

All these segments of finance professionals are in need of:

  • many diversified but simple tools that allow them to process financial data from various sources and with different formats in an automated way to be able to get as quickly as possible desired outputs and respond to the needs of clients.
  • regular training to make sure that they are up-to-date with new tools and financial data processing technologies that are available and that could help them to perform better and efficiently assigned tasks.

For finance professionals, FINDAP offers world-class services:

  1. EFFICIENT METHODOLOGICAL APPROACH :
    • to identify the best & accurate sources of data to be used to collect data required for different specific tasks depending on the expected output.
      In most cases there are many different sources of data that one can use. In this kind of scenario, all potential sources that are identified are evaluated to choose the most accurate or to rank them and define level of reliability of outputs to be obtained form a given source.
    • to define and put into place processes to identify quickly and correct errors before proceding to recording, analysis and reporting and therefore avoid production of errenous & misleading reports.
    • to put into place efficient alerts & communication channels to inform about various changes (technical, legislation, etc) that may have an impact on tools, processes, etc that are currently in use in order to adapt them accordingly.

  2. CUSTOMIZED TEMPLATES & AUTOMATED TOOLS: Templates to be used for efficient financial data processing, analysis and reporting + optimised templates for financial reporting.
    Where and whenever necessary templates are automated to be able to collect data massively (to avoid manual errors while typing and to speed up the process to get reports & analysis in a very short amount of time).
    • Offline automated tools are provided to the client (finance professional) once he/she has completed required training to be able to use it properly for the tasks it is intended to perform.
      Offline tools are only offered to finance professionals if and oly if it is not possible to use them online.
    • Online tools are proposed and provided to the client (finance professional) through access rights to FINDAP application.
      Whenever possible, online tools are given top priority compared to offline tools.

  3. LINKING WITH OTHER FINDAP CLIENTS: who are in need of services that finance professionals trained on FINDAP system can provide.

  4. TRAINING & FINANCIAL ADVISORY: training of a finance professional is mandatory and it is provided before giving the finance professional, as for any other client, access rights to use FINDAP tools.
    Training & financial advisory provided to finance professionals are very important to boost efficiency, improve productivity and accuracy and to minimise the cost.
    Well trained finance professionals are able to work in network synchronously or asynchronously from everywhere and anytime.

Some examples of finance professionals' needs addressed by FINDAP include (non exhaustive):