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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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Overview

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.

Situations

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.
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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.
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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

01

Building and stabilizing the finance function in portfolio companies, hands-on from day one.

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Investor-grade reporting: monthly and quarterly reporting, KPIs and reliable figures for investors and boards.

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Delivery in the first 100 days: fast analysis, prioritization and building of capable structures.

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Carve-out support: setting up standalone finance processes after separation from a group.

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Support with monthly and annual closings under HGB and IFRS.

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Support for system changes and ERP migrations, also across multiple sites and entities.

Your situation looks different? Talk to Loretta Schneiders directly.

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Services

Reference mandates with transformation and group context

01

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.

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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.

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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.

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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.

Your contact

Your contact: Loretta Schneiders

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Loretta Schneiders

Managing Partner · Senior Interim Finance Leadership

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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.
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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.
  • 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.

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.

More on this topic

More on this topic

Related services

Working CapitalProcess DigitalizationInterim Head of Accounting

FAQ

Frequently asked questions: Interim Finance for Private Equity

How does interim finance support a portfolio company after closing?

The first 100 days are about getting the company operational quickly: Loretta Schneiders analyses the state of accounting and reporting, sets priorities and stabilises the processes that have to work immediately. In parallel, reporting is raised to the investor’s requirements. All of this happens hands-on within the portfolio company’s team, alongside day-to-day business.

What makes reporting investor-ready?

Monthly and quarterly reporting with agreed KPIs, fixed deadlines and figures reconciled with the accounts. With several entities, uniform definitions and standards are added so that investors and advisory boards receive comparable figures. What matters is that reporting comes out of clean processes and does not need manual rework every month.

How is the finance function set up independently after a carve-out?

After separation from a group, central services often fall away, such as payables, payments, closing or reporting from a shared service centre. These processes have to be built up in the new company, documented and often moved to a system of its own. Loretta Schneiders brings experience from process transfers and system changes in group structures, for example at Element Materials Technology.

Can interim finance also improve the portfolio company’s working capital?

Yes, after the investment this is often an obvious lever. Consistent receivables management, cleaned-up open items and transparent figures on outstanding amounts show how much capital is tied up and where liquidity can be released. Loretta Schneiders has been responsible for international receivables management with a nine-figure volume. More under working capital & receivables management.

Can the portfolio company’s management also be filled on an interim basis alongside finance?

Yes. Jens Schneiders takes on interim roles as CEO, COO or managing director, for example when a company has to be integrated and become operational after an acquisition or carve-out. Together, Jens and Loretta Schneiders cover general management and finance from a single source, separately or combined, depending on where the gap is.

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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.

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