Transforming Financial Operations for a D2C Brand

Finance

Overview

A fast-growing, PE-invested D2C brand was grappling with major financial management gaps. The lack of an experienced finance lead meant limited strategic oversight, while poor-quality financial data and fragmented reporting processes made it difficult to deliver timely insights to investors and management.

These inefficiencies not only restricted scalability but also put investor trust at risk—highlighting the urgent need for structured, transparent, and forward-looking financial systems to support the company’s expansion journey.

Challenges

Weak financial team.
Lack of data for investor reporting.
Minimal internal controls.
Inadequate reporting processes.
Continuous scalability.
Ineffective internal processes.

Solutions

Finance team development.
High-quality reporting templates.
Comprehensive SOP creation.
ERP enhancement & optimization.
Continuous scalability support.

Result & Impact

Enhanced internal controls & reporting.
Improved Financial Data Quality.
Operational Efficiency.
Investor Confidence.
Enhanced & Optimized ERP.

Key Challenges

1. Lack of Financial Leadership: 

The organization operated with basic accounting staff and lacked a qualified finance lead, resulting in fragmented processes and missed opportunities for strategic decision-making.

2. Limited Visibility & Reporting: 

Inadequate financial data restricted both management and investor reporting, delaying business-critical decisions and weakening stakeholder confidence.

3. Weak Internal Controls:

Poor reconciliation practices, limited checks, and ineffective reporting structures left the business vulnerable to inaccuracies, compliance risks, and inefficiencies.

4.Unscalable Finance Operations: 

The existing finance function was not built to support rapid growth, creating operational bottlenecks and limiting the brand’s ability to scale efficiently.

Our Solutions

Finance SOP Development: Comprehensive SOPs were built for all finance functions, with clear control points and reconciliation procedures. ERP enhancements were introduced to streamline workflows and improve data accuracy.
Team Structuring & Capability Building: A future-ready finance team structure was defined, followed by recruitment and onboarding of experienced professionals.
Robust Controls & Reporting: Internal controls were tightened, and reconciliation protocols were standardized. High-quality reporting dashboards and templates were introduced for both management and investors, boosting visibility and trust.
ERP Customization & Workflow Automation: The ERP system was optimized to improve data capture, automate reporting, and minimize manual processes—ensuring both efficiency and reduced error rates.

Conclusion

Our holistic approach of tackling both process & people challenges parallelly, led to improved financial data quality, strengthened internal processes & consistent automated reporting, thus fostering transparency and trust among investors.
This transformation empowered the client to manage their growth confidently, laying a strong foundation for future scalability and financial excellence.

This demonstrates how FinsQ can provide crucial support to a D2C brand, by elevating its financial operations & developing robust & scalable internal processes

Transforming Financial Operations for a D2C Brand