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Scaling Financial Services with Expert Global Talent
Fuelfinance is a financial management platform providing startups with actionable insights and real-time dashboards. The company's rapid growth meant it was time to hire an additional FP&A manager. This growth created a critical need to find specialized talent quickly. Fuelfinance partnered with Oceans to source an expert who could maintain their high standard of service for new and existing clients.
Scaling a High-Touch Service Model
The FP&A team at Fuelfinance managed a complex roster of international clients. A bad hire would directly threaten client relationships and the company's reputation.
- Sourcing specialized talent was hard. As a fully remote company with over 50 employees, the challenge was finding a candidate who matched the qualifications of their 30+ existing FP&A managers.
- Maintaining service quality across a growing client base was at risk. The company needed a professional who could immediately manage client accounts, ensuring no drop in service quality.
Integrating a Pre-Vetted Financial Expert
Before connecting with Oceans, Fuelfinance faced a time-consuming and high-risk hiring process. Afterward, they had a qualified professional who began delivering results within weeks.
How Stefan Delivered Results
- Oceans matched Fuelfinance with a qualified FP&A professional. Stefan brought over 12 years of experience in financial planning, investment banking, and capital markets.
- Established clarity in client financial records. Stefan assessed and confirmed the accuracy of his clients' financial data, analyzing P&Ls, Balance Sheets, and cash flow statements.
- Implemented robust forecasting and budgeting processes. Stefan developed forecasts and budgets for clients to compare actual performance against financial targets.
- Client software systems integrated for seamless data flow. Stefan connected tools like HubSpot and Pipedrive with Fuelfinance's financial systems, creating customized client dashboards.
"My main job is to assess and set up financial systems - making sure the base accounting is correct, breaking down numbers into performance metrics, and then forecasting and comparing actual performance to the budget. I report directly to the client, with oversight from the team lead. My work helps keep clients satisfied and ensures they renew their contracts."
- Stefan, FP&A Manager, Fuelfinance
Fuelfinance Gained Confidence and the Ability to Scale
The Fuelfinance team now has more bandwidth to focus on scaling the business. The addition of their FP&A manager from Oceans reduced the workload on the rest of the FP&A team. He rectified over 30 financial reporting issues for clients in his first six months and successfully integrated 8 custom systems to build live dashboards, resulting in more data for better insights.
