Finance Operations Projects & Execution Support
At Mellon Consulting, we provide independent financial execution support to organisations operating through complex Luxembourg structures, including holding companies, SOPARFIs, and internationally managed entities.
We support management teams by strengthening financial execution, reporting preparation, documentation, and operational coordination, particularly during periods of increased complexity, transition, or resource constraints. Our role is hands-on and internal, focused on bringing structure, accuracy, and reliability to financial operations, while continuing to work alongside appointed fiduciaries, administrators, auditors, and advisors.
Below are examples of recurring and project-based assignments we typically support for clients.
Monthly Close Execution Support for a Luxembourg Structure
Client Profile
Luxembourg-based holding structure with an external fiduciary and limited internal finance capacity.
Scope
Ongoing management-side support for monthly close processes and financial execution, working alongside the appointed fiduciary.
How We Supported the Client
Review and organisation of monthly accounting files prepared by the external service provider
Reconciliations and validation of key balance sheet and cash flow items
Structured collection and organisation of supporting documentation
Tracking and follow-up of open items to ensure a timely monthly close
Preparation of internal management reporting based on service-provider-produced figures
Outcome
The client achieved greater visibility and reliability over monthly financial information, with a more structured close process and clearer internal reporting. Open items were resolved faster, documentation was consistently organised, and management gained timely, decision-ready insights, without changing the appointed service provider or increasing internal resources.
Finance Document Organisation for a Luxembourg SOPARFI
Client Profile
International owner managing a Luxembourg holding structure remotely.
Scope
Management-side support for a full finance document clean-up and structuring, improving organisation, traceability, and audit readiness.
How We Supported the Client
Full organisation of finance documentation, including clear naming conventions, categorisation, and systematic digital storage
Preparation and structuring of supporting files for annual accounts and reporting processes
Alignment of finance folders with service-provider and auditor information requirements
Identification and removal of duplicate, misfiled, or outdated documents
Clarification of document versions to ensure consistency and reliability
Outcome
The client gained a fully structured and searchable finance document environment, enabling smoother annual accounts preparation, improved reporting support, and more efficient coordination with external service providers, without increasing internal resources.
Year-End Execution Support for a Luxembourg Structure
Client Profile
Small multinational group operating through a Luxembourg entity.
Scope
Management-side year-end execution support and audit preparation, working alongside appointed external service providers.
How We Supported the Client
Preparation and structuring of year-end schedules and supporting documentation for the audit process
Review and organisation of finance files to ensure completeness and consistency
Tracking and follow-up of open audit and year-end items with relevant stakeholders
Support in resolving outstanding questions through structured documentation and clarification
Ensuring a clear, traceable audit trail across financial records
Outcome
The year-end process progressed more smoothly with clearer documentation, reduced back-and-forth, and improved readiness for audit review. Management benefited from better visibility over open items and timelines, enabling a more controlled and predictable year-end close, without replacing existing service providers or adding internal resources.
