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Case study
Case Study
Social Grounds Hospitality
Industry
Hospitality & Tourism
Engagement
Management reporting + Budget Support
Support Level
Clarity + Fractional CFO Advisory
The Situation
Social Grounds Hospitality Group (SGHG) is the operations manager of a Luxury Hotel & Hospitality Business. Approaching summer, SGHG needed its finance function to better support operational decision-making and instil confidence in stakeholders - while managing budget pressure, staffing challenges and the steep learning curves of several newly introduced systems.
The Opportunity
Metric was engaged to support the month end reporting process and to help streamline some of the operational metrics reporting that drove the financial outcomes. Metric was also engaged to develop a dynamic 3-way financial model for the FY27 budget
The Solution
Deeper month end reporting
Metric built a month end workflow that captured operational metrics from the operating system (MEWs) and financial data from Xero and combined them into a deeper month end reporting pack. The monthly analysis spoke not only to the month in review but also to the outlook ahead. This included short term cashflow forecasting and forecast scenario analysis (i.e. what if pick up slows down? What if occupancy changes?).
FY27 budget model and presentation
Built a functional 3-way budget model designed to support month end variance analysis, with structured input sheets for department heads to populate. Collated and refined inputs, tested outputs with the leadership group and delivered a supporting budget presentation covering executive summary, approach, key assumptions and financial statements.
Metric Services Engaged
Management Reporting
Management report redesign: future-state mock-up, stakeholder input sessions, transition to new reporting format
FY27 Budget Model
3-way budget model (P&L, balance sheet, cash flow), departmental input sheets, variance analysis framework
Budget Presentation
Executive summary, approach overview, key assumptions, financial statements - reviewed and finalised with GD and JN
Fractional CFO - Ongoing
Monthly support layer: month end review, finance team support and MD review preparation, ad-hoc operational analysis
