Transactional F & A focused on business outcomes for long-term resilience

We offer end-to-end transaction advisory and execution services through our finance and accounting outsourcing capability. We blend best-in-class frameworks like DART with cutting edge technologies and leading practices for exceptional service performance. Our service catalog includes a full range of solutions across the business value chain-including Procure to Pay, Record to Report, Order to Cash, Treasury and FP & A services. Our offering is available across all tiers- from strategic to judgmental going up to operational/ transactional. We leverage our deep domain expertise and exceptional advisory experience, which we have gained through our consulting services over the years, to deliver outcome-driven F & A BPO solutions to our clients.

Advantages of Transactional F & A Services by Felix

Trust and Collaboration

We partner with our clients helping them realize their vision and goals for seamlessly adopting the Future of Finance.

F & A Expertise

We have a reputation for delivering impactful solutions using our deep domain experts, working across complex dimensions of Finance and Accounting.

Size and Scale

Our clients vary in size and scale- SMEs, conglomerates, PE, VC, high-growth startups and global MNCs. If there is an F & A service out there- most likely, we have successfully delivered it in the past.

Talent

We bring the best in Industry talent to each of our client engagements. Our active pool consists of CPAs, CAs, CS, CMAs, MBAs and CFAs.

How our Transactional F & A Services work (The DART Framework)

Providing compliance, transparency, and risk management across the entire transformation journey

Discover

We kick-off the journey with a structured baseline performance overview and outcome discovery

Analyze

We leverage best of breed, industry specific maturity models and benchmarking to determine the transformation
goals

Reimagine

Our solution architects combine best in class tools, solutions, methodologies, governance and leading practices to come up with an outcome-oriented
solution

Transform

We set up Finance and Accounting outsourcing operations across our delivery network to provide best fit
optimization and scale

The range of services offered under Transactional F & A

Procure to Pay

Invoice Processing
Vendor Master
AP Helpdesk
Payments
Travel and Expense Processing
Payables Reporting

Record to Report

Journals Processing
Intercompany Accounting
Fixed Asset
Reconciliations
Closing and Reporting
Statutory Compliance

Order to Cash

Order Processing
Credit Management
Customer Master Data
Invoicing and Billing
Collections
Deductions and Disputes
Cash Applications
Receivables Reporting

Treasury

Cash Forecasting
Working Capital Management
Cash Concentration
Credit Management
Investments and Funds
Risk Management
Bank Relations
M & A
Reporting

F P & A

Budgeting
Forecasting
Financial Planning
Analytics

Partner Profile

Gulshan Grover

Partner
Assurance & Advisory

Himanshu Mendiratta

Partner
Assurance & Advisory

Suyog Bagul

Partner
Virtual Chief Financial Officer Services

Vikash Lath

Partner
Virtual CFO Services