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BPO financial function

Financial leadership to make informed decisions, drive profitable growth, and anticipate cash flow needs

With Valiat, turn your numbers into decisions: anticipate cash flow needs, understand your profitability, and assess how to grow with greater clarity

If your company is facing:

Cash flow
pressures

Profitability
is not clear

Delayed
decision-making

The CEO managing
all financial matters

LET'S TALK ABOUT YOUR FINANCES 

BENEFITS OF FINANCIAL BPO

Executive-level financial expertise,
con la flexibilidad que su empresa necesita

Strategic financial guidance, integrated with your management team and accounting department.
A service that complements your accounting function rather than replacing it

Executive
Experience

Access to financial leadership without hiring a full-time CFO.

Flexible
Commitment

Support tailored to your business stage and the decisions you need to make.

Management
Continuity

Financial scenarios to assess investments, financing, and expansion decisions.

Integration with
Your Team

Leverage your accounting information to complement the work of your accountant or CPA.

From financial reporting to the strategic conversations your business needs

What you can achieve with the information Valiat provides

Cash Flow and Liquidity

Cash flow projections and monitoring of receivables, payments, and working capital.

Profitability and Performance

KPIs, budgeting, and analysis to identify variances and prioritize actions.

Growth and Capital

Financial scenarios to assess investments, financing, and expansion decisions.

Strategic financial guidance, integrated with your management and accounting teams

Clear responsibilities from day one

With service packages tailored to your needs

    VALIAT

  • Leads financial analysis.
  • Develops projections and management reports.
  • - Makes recommendations and supports the financial committee.

  Your Company and Accounting Team

  • Maintain up-to-date records and closing processes.
  • Provide data and explain variances.
  • Approve decisions, execute payments, and implement the action plan.

Service packages

Essential

Cash flow, KPI dashboard, and monthly performance review.


Reference commitment:
5–10 hours per month.

Standard

Budgeting, financial projections, cash flow, and monthly financial committee meetings.


 Reference commitment:
10–20 hours per month.

Intensive

Support for accelerated growth, financing, or transaction preparation.

Reference commitment:
20–40 hours per month.

One-Time Projects

Financial models, credit structuring, and transaction support.



 Reference commitment:
–

Let's talk about your business priorities

People · Relationships · Opportunities

Sofía Sepúlveda

CEO · Co-Founder · Houston, TX
sofia.sepulveda@valiat.co

Diana Calixto

Senior Consultant · Bogotá, Colombia
diana.calixto@valiat.co