Adequate support for seamless financial operations and continuity

Our client, a leading player in the pharmaceutical sector, was undergoing significant organizational changes and a major restructuring phase. In this context, the client requested Proffinco’s support on multiple levels: providing technical accounting expertise and ensuring operational continuity through experienced resources.

Our team was responsible for training the Accounting Manager of the French entity in all key accounting activities, including invoice validation, bank postings, monthly closings, financial reporting, French tax obligations, and payroll reconciliations.

To secure knowledge transfer and ensure long-term continuity, we documented all accounting processes and delivered remote training sessions to the new Shared Service Center team based in Poland.

Together with the client, we also designed assessment tools to evaluate trainees’ knowledge levels and ensure a smooth transition to the new operational model. During the initial go-live phase, we provided additional “HyperCare” support to address urgent needs and stabilize operations.

The mission was delivered in two phases:

Phase 1 – Training the French Accounting Manager

We:

• Documented all existing accounting processes.
• Built a comprehensive contacts database to help the Accounting Manager easily identify key stakeholders and support channels.
• Developed an annual closing and reporting calendar to ensure the manager could meet all critical deadlines independently.

Phase 2 – Supporting the New Shared Service Center

We:

• Reviewed all processes to support the drafting of Standard Operating Procedures (SOPs).
• Reviewed and validated all SOPs produced by the Shared Service Center.
• Defined a training and knowledge-transfer schedule aligned with project milestones and business deadlines.
• Delivered targeted training and ongoing support to ensure the team could reach the expected performance level.

By the end of the engagement, we successfully:

• Trained the Accounting Manager on schedule, enabling them to manage the full year-end closing autonomously.
• Delivered all required documentation for the Knowledge Transfer program ahead of the scheduled start date.
• Trained Shared Service Center staff according to the timeline defined with the client.
• Ensured a high-quality training program that allowed the new teams to operate independently without major issues.