Operational Agility
Managed Finance
We operate your finance back-office with the precision of a Big 4 shared service center — handling day-to-day accounting, reporting, and compliance so your leadership can focus on strategic priorities.
The Challenge
Mid-market companies frequently outgrow their finance infrastructure before they can afford to build an institutional-quality team. The result is reporting delays, compliance gaps, and management decisions based on stale or inaccurate data.
Our Approach
Methodology
Current State Assessment
Document existing workflows, identify pain points, and benchmark against best practices for companies of similar size and complexity.
Operating Model Design
Define the target state — roles, responsibilities, systems, and reporting cadence — with clear SLAs.
Transition & Onboarding
Migrate processes systematically with parallel runs to ensure continuity and accuracy during transition.
Steady-State Operations
Deliver ongoing services against defined SLAs with monthly performance reviews and continuous improvement.
What We Deliver
Service Offerings
Outsourced Controllership
A dedicated controller and accounting team managing your general ledger, reconciliations, journal entries, and period-end close.
Financial Reporting & Month-End Close
Structured close calendar with defined cutoffs, automated reconciliations, and management-ready financial packages within five business days.
AP/AR Optimization
Streamlining accounts payable and receivable processes to improve cash flow, reduce processing costs, and enforce internal controls.
Treasury & Cash Management
Cash flow forecasting, bank relationship management, and liquidity planning to ensure adequate working capital at all times.
ERP Implementation Support
Advising on ERP selection, chart of accounts design, data migration, and post-implementation stabilization for platforms like NetSuite, SAP, and QuickBooks Enterprise.
KPI Dashboards & Reporting Automation
Building automated dashboards that connect financial and operational KPIs, reducing manual reporting effort and improving decision-making speed.
Client Perspective
“Their outsourced controllership team operates with the rigor of an in-house team but without the overhead. Our investors consistently comment on the quality of our financial reporting since FYNX took over.”
COO
Chief Operating Officer — PE-Backed Healthcare Services, Texas
Ready to discuss Managed Finance?
Every engagement begins with a confidential conversation to understand your specific situation.