Client : Le Conservateur
Mission: Finance - Analytical Structuring
Duration: 10 days
Speakers: 1 senior consultant
Summary of issues
Le Conservateur is an expert network of 680 general insurance agents throughout France, and is now one of the major players in the wealth management market.
The mission consists of:
- Assisting the customer in defining analytical guidelines for their implementation in the invoicing and expense report management tools used by the accounting firm
- Define, formalise and train those responsible for data entry in coordination with the accounting firm
- Ensure that reporting provides a sufficient level of monitoring for steering the association
Solutions and actions
- Step 1: Familiarise yourself with the organisational structure and management system
- Step 2: Choice of analytical axes to define the right level of expenditure tracking: coding
- Step 3: Implementation of management rules to ensure structured data entry, enabling the accountancy firm to restore multi-axis information to facilitate analyses