IRF Partners

How We Work

IRF Partners Finance Infrastructure Programme

Phase 1 Weeks 1–2

Diagnostic & Finance Health Assessment

Assess the current state of reporting, controls, cash visibility, governance and finance operations.

  • Management information and reporting quality
  • KPI framework vs business strategy
  • Cash visibility and forecasting
  • Finance team structure and processes
  • Technology and systems gap assessment
Key question
Where are the gaps in reporting, controls and cash visibility, and what needs to be addressed first?
Deliverable
Finance Health Scorecard, key risk assessment, 90-day roadmap and prioritised recommendations.

Phase 2 Weeks 3–8

Financial & Performance Infrastructure

Build the reporting, forecasting and governance foundations required for reliable decision-making.

  • Board-ready reporting and management information
  • KPI reporting architecture aligned to the business plan
  • Reliable cash flow forecasting and working capital visibility
  • Governance cadence and controls enhancement
  • Data and systems improvements where required
Outcome
Reliable visibility for management, investors and lenders. The business moves from producing reports to understanding performance.

Phase 3 Weeks 9–14

Performance Governance & Accountability

Embed reporting into the operating rhythm of the business.

  • Reporting calendar and forecasting cadence established
  • KPI ownership assigned across the management team
  • Management review process documented and running
  • Governance documentation completed
  • Handover and training delivered
Outcome
The business runs using trusted information rather than producing reports for reporting's sake.

Modern, Controlled Automation (Optional)

Where it adds clear value, we replace spreadsheet-heavy processes with controlled, repeatable workflows and reporting. Automation is introduced pragmatically, with appropriate oversight, documentation and controls. The objective is simple: reduce manual effort without creating new risks or unnecessary complexity.

Business & Investment Priorities

We translate business and investment priorities into reporting, KPIs, forecasting and governance that let progress be tracked and evidenced. The same disciplines also leave the business better prepared for future investment, refinancing or due diligence, rather than addressing finance weaknesses under transaction pressure.

Our Approach

All fixed-fee.

Phase 1

2-Week Diagnostic

Optional entry point

  • Finance Function Health Scorecard
  • 90-day priority roadmap
  • Refundable if Foundation contract signed

Phases 2 & 3

100-Day Finance Foundation

Core offering

  • Financial Hygiene & Control
  • Performance Visibility (board-ready MI packs, KPI dashboards, budgeting and forecasting)
  • Cash & Working Capital Certainty (13-week forecasting, scenario modelling)
  • Hands-on, fixed-fee, outcomes-driven

After the programme

Ongoing Support

As required

  • Finance leadership support (interim or fractional capacity, working alongside management and investors)
  • Ongoing advisory and support (retained support to maintain and improve controls, reporting and performance infrastructure as the business evolves)

IRF Partners is often engaged before, alongside or in support of CFOs and finance leaders. We provide the reporting, governance, controls and data foundations that allow finance leaders to focus on performance rather than fixing the basics.

Get in touch