
Following a period of rapid acquisition-led growth, the platform’s finance function became increasingly fragmented. Disparate processes across business units led to reporting delays, elevated compliance risk, and limited visibility for group leadership. At the same time, second-line finance leadership lacked the structure, capability, and tools required to operate effectively at scale.
Katelix partnered with the Group CFO and senior stakeholders to centralise finance operations and establish consistent, group-wide controls. An integrated financial planning model was introduced to align performance management across business units, while governance frameworks were strengthened to support regulatory and audit requirements.
To ensure sustainability, Katelix also focused on capability building—introducing structured training, online learning modules, and AI-enabled tools to support teams with technical execution and ongoing compliance. The result was a faster, more reliable finance function with stronger leadership depth and materially reduced operational risk.


“Katelix helped us bring control and consistency to a highly complex, regulated environment. By strengthening our finance operating model and investing in both systems and people, they enabled us to reduce risk, improve reporting speed, and build a function fit for long-term growth.”
Healthcare & Life Sciences Platform
— Group CFO
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