Minimalist pitch deck

Nahim 2023 Promotion Presentation

START

02. What ideas do I have for the future of finance at Burman?03. What are the biggest challenges Burman currently has within the finance department and how can we overcome them?04. How do you see my role as a senior finance officer and how do you envision that department growing?05. What development do you need to continue progressing?

01 · What are the 3 biggest achievements since joining Burman and how have they had a positive impact on the company?

Contents

HIT THE GROUND RUNNING

Fitting in

Created and rolled out an accurate COST-PER-HEAD spreadsheet aiding management to make accurate business decisions

Implemented AN effective In house Perm Policy - capable of dealing with over £1,000,000 at a time

Biggest Achievements since Joining Burman

Consultant Testimony

"Being able to Speak to you regarding any issue and knowing the issue will be sorted""Understanding that some things for me are business imperative, and taking the time out of your schedule to make sure my runners and clients are sorted instead of brushing me away to a later moment"

£379,466.40

£142,446.00

£43,000

30 Day

60 Day

90 Day

*April 2023

Contract Debt April 2023

£202,340.22

£47,484

£12,717

30 Day

60 Day

90 Day

Accurate as of 24th Nov 2023

Contract Debt Nov 2023

What IDEAS DO I HAVE FOR THE FUTURE OF BURMAN?

• Two Seperate Teams
• One Person (myself) leading Burman Perm
• 2nd Senior (Vinny) leading Burman Contract and Solutions
• Each lead specializes in their own market
• Ensures Efficiency and Accuracy
• As the business grows, each Lead builds their own team, specializing them to be the best at their own market
• Similar Trajectory to our consultants - Each department has its own specialist allowing them to be the best at what they do in the market they are in.

IDEA 1

IDEA 2

• TWO Seniors
• One works all of Burman's non-negotiables - Debt, Invoicing, Credit Control etc.
• 2nd Senior 100% Project Based
• Working on Analytics, Forecasting, Budgeting, Cost and Spend.
• In the simplest form, the best way to describe this method is one person focuses on existing business and the other works on growing the business

bIGGEST pROBLEMS WE HAVE IN THE FINANCE DEPARTMENT

30%

40%

50%

The software we use now limits our progression and growthThe software we use could be compared to that of a small-medium enterprise

Limited by software we use

Most clients have bad habits of paying invoices late.

bEING PAID OVER PAYMENT TERMS

Around 50% of contract debt relates to incorrect/no POAround 40% of Perm Debt relates to this too.

PO issues

created new training for the team taking everyone through what a PO is, the importance of a PO and why we need it

RE-ROLLING OUT po trainING FOR THE whole TEAM

Currently Limited with the software we use. As we grow we will need to use better software to get the most out of it.

New and Improved software

speaking and knowing important people in important departments - gets things done quicker

bUILDING RAPPORT with CLIENTS

Higher emphasis on our Po part of the onboarding process while also creating a policy document for consultants to send out with onboarding,.

Overhauling our onboarding form

SoluTIOnS

WHAT DEVELOPMENT I NEED TO CONTINUE PROGRESSING

• As well as Personal development, allows me to take on a new role in the business
• Qualifies me to Bookkeep, Work Profit and Loss statements and gives me industry knowledge to provide you with Resolutions
• Allows us to keep more of the business in-house - Saving Money as well as being efficient

Why is this effective?

• ACCA takes on average 4.5 Years to complete

• I have already completed/exempt from 9 Exams
• Looking to start studying for ACCA in the new year
• Take a few hours in the week to sit and study for the exams

bIG EMPHASIS ON COMPLETING MY acca QUALIFICATION'S

Myself and Vinny build our own teams around contract and Perm - grow our respective teams continuously as the business grows.

Step 4

Once Vinny returns, introduce a permanent plan mentioned previously

Step 3

Continue everything I was doing as a Finance officer but work with Jon in really analysing and breaking down everything money at Burman.

Step 2

Continuously build the finance department here, building long lasting relationships with clients

Step 1

hOW DO I Envision the department growing

Grow the finance team

Vinny's Return - Team of 2

Senior Finance Officer

Current

Defining MY ROLE AS A SENIOR

• Consultant Expenses
• GP Report
• Weekly Commision
• Finalised Receipts
• Action emails

• Project Day!

• PO Chasing
• Action and send PO Debt report
• Action emails

• Perm Debt Chasing

• Perm Debt Report
• Perm Invoicing
• Weej Prior Receipts
• Action emails

• Contract Debt chasing
• Requesting increases on credit limits
• Weekly Debt Call with Kirstie
• Perm invoicing
• Week Prior Receipts
• Action emails

FRIDAY

THURSDAY

Wednesday

Tuesday

Monday

Feedback/ questions?