Interim Finance for Private Equity.

Lead, build and stabilize finance functions in PE portfolio companies at short notice: investor-grade reporting, 100-day delivery and carve-out support. Hands-on, from day one.

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INTERIM FINANCE PE

When a portfolio company needs a reliable finance function quickly after an investor comes on board, we take on responsibility within the team. We lead, stabilize, structure and build the reporting to investor grade.

Hands-on and with no long ramp-up, even in the intense phase right after closing. With structures the team carries on independently.

Portrait of Loreta R. Scchneiders

When PE firms and portfolio companies need us

Portfolio · 100 days · Reporting · Carve-out

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Typical situations in PE portfolio companies
Interim Finance for Private Equity supports PE firms and their portfolio companies when, after the deal, a reliable finance function, investor-grade reporting or a capable accounting team is needed quickly. With operational responsibility, not outside consulting.

Typical triggers: the first 100 days after closing, a vacancy in the portfolio company's finance team, reporting that needs to be raised to investor requirements, or a carve-out where finance processes are set up from scratch.

Also operationally demanding: building reporting structures, stabilizing accounting and supporting system changes and migrations, in parallel with day-to-day operations.
What we take on in portfolio companies:
Building and stabilizing the finance function in portfolio companies, hands-on from day one.
Investor-grade reporting: monthly and quarterly reporting, KPIs and reliable figures for investors and boards.
Delivery in the first 100 days: fast analysis, prioritization and building of capable structures.
Carve-out support: setting up standalone finance processes after separation from a group.
Monthly and annual closings under HGB and IFRS, independently and with no ramp-up.
Support for system changes and ERP migrations, also across multiple sites and entities.

Reference mandates with transformation and group context:

Element Materials · Interim Shared Services & Migration

Shared services build-up across five German sites (D365), migration into a Global Business Center in Edinburgh. Exactly the kind of transformation PE portfolio companies also go through after a carve-out.

Wabtec (Stemmann, PanTrac, Annax) · Interim Senior Finance Specialist

Across three group entities, developed and embedded reporting standards and best practices, measurably improving financial transparency and process accuracy. Investor-grade reporting across multiple units.

Stemmann-Technik reference: “Outstanding expertise”

The Interim Head of Finance confirms: thorough process analysis and optimization, introduction of best practices and reporting standards that lastingly improved workflows and strengthened confidence in reporting.

Result · a reliable finance function

The result is a capable finance function with investor-grade reporting and documented processes that the internal team carries on independently.

Verwandte Leistungen

Working Capital · Process Digitalization · Interim Head of Accounting

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Investor-grade reporting. Fast delivery. Reliable figures.
Loretta Schneiders brings over 15 years of experience in accounting, shared services and finance leadership. In portfolio companies she builds finance structures, raises reporting to investor level and stabilizes accounting, especially in the intense phase after the deal.

Operational depth is no compromise here, it is her advantage: she knows the reality inside the process from her own experience and builds better structures from it than someone who only looks from the outside.

What references consistently confirm: fast onboarding, measurable results and structures that last. Communication in six languages and on equal footing with international investors, teams and hubs.
Quick facts:
Over 15 years of experience in accounting, shared services and finance leadership.
Experience with transformation, shared-services build-up and migrations in group structures.
Investor-grade reporting and receivables management with nine-figure turnover.
ERP expertise: SAP FI/CO, S/4HANA, Oracle EBS, Navision D365, abas ERP, Datev.
Monthly and annual closings under HGB and IFRS, communication in six languages.
Core competence:

Finance build-up in portfolio companies:

Fast build-up of reliable finance structures after the deal, hands-on and with no long ramp-up.

Investor-grade reporting:

Building monthly and quarterly reporting, KPIs and reliable figures for investors and boards.

100 days and carve-out:

Delivery in the first 100 days and setting up standalone finance processes after a carve-out.

Sustainable handover:

Documented process standards that carry on after the mandate and make the internal team independently capable.

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Do you need finance capacity in a portfolio company at short notice, or investor-grade reporting? Let's talk about your situation.