top of page

FINANCE & ACCOUNTING (F&A)
BUSINESS PROCESS OUTSOURCING (BPO)

Finance & Accounting (F&A) Business Process Outsourcing (BPO) is the outsourcing of finance related business processes to another firm. The business process being outsourced is cash management (treasury).

INDUSTRIAL SERVICE 

CASH MANAGEMENT

I- Types of the Industrial Service

The 4 types of the Industrial Service - Cash Management are:

â–  Industrial Service - Methodology

â–  Industrial Service - Software Transfer

â–  Industrial Service - Original Template

â–  Industrial Service - Co-Creation

1- Industrial Service - Methodology

This industrial service will involve transferring the methodology used by the customer to External.

2- Industrial Service - Software Transfer

The Industrial Service - Software Transfer will involve transferring the software used by the customer for cash management to the firm.

3- Industrial Service - Original Template

The Industrial Service - Original Template - Cash Management contains the following: 

I- TREASURY

​

II- CASH MANAGEMENT

​

III- OUTSOURCED & RETAINED ROLES OF THE DEPARTMENT OF TREASURY & THE DEPARTMENT OF TREASURY

  1- Outsourced & Retained Roles of the Department of Treasury (Cash Management).

     A- Roles outsourced from the Department of Treasury (Cash Management) 

     B- Roles Retained by the Department of Treasury 

  2- The Department of Treasury

     A- Treasury Controls

     B- Treasury Job Description

     C- Position of Treasury within the Corporate Structure

     D- Treasury Centralization

     E- Treasury Compensation

     F- Bank Relations

          a- Relationship Bank Relations

          b- Bank Account Analysis

               b.1- Monthly Account Analysis

               b.2- Earnings Credit Allowance

     G- Bank Account Management

           a- Signatory Management

           b- Integration of  Information from Bank Accounts into the Treasury Management System

      H - Loan Covenants

       I- Collateral

      J- Treasury Metrics

​

IV- CASH TRANSFER METHODS 

  1- Cash Transfer Methods 

  2- Fees for Cash Transfers

  3- Summary of Cash Transfer Methods

  4- Cash Transfer Controls

  5- Cash Transfer Policies

  6- Cash Transfer Procedures 

 

V- CASH FORECASTING 

  1- Cash Forecasting Model

  2- Information Sources for the Cash Forecast 

  3- Measuring Cash Forecast Accuracy 

  4- Bullwhip Effect 

  5- Business Cycle Forecasting 

  6- Cash Forecasting Controls 

  7- Cash Forecasting Policies 

  8- Cash Forecasting Procedure 

 

VI- CASH CONCENTRATION

  1- Cash Concentration

  2- Cash Concentration Strategies 

  3- Pooling Concepts 

  4- Physical Sweeping 

  5- Notional Pooling 

  6- Comparison of Account Sweeping & Notional Pooling 

  7- Nonpooling Situations 

  8- Bank Overlay Structure 

  9- Cash Concentration Controls

  10- Cash Concentration Policies 

  11- Cash Concentration Procedures

​

VII- WORKING CAPITAL MANAGEMENT

  1- Working Capital Variability

  2- Cash Management 

  3- Credit Management

  4- Receivable Management 

  5-  Inventory Management 

        A- Inventory Purchasing 

        B- Inventory Receiving

        C- Inventory Receiving

        D- Production Issues Impacting Inventory

        E- The Bill of Materials

        F- Product Design

        G- Inventory Disposition

        H- Payables Management

        I- Payment Terms

        J- Payment Processing

        K- Supply Chain Financing

  6- Working Capital Metrics 

       A- Average Receivable Collection Period

       B- Inventory Turnover

       C- Accounts Payable Days

       D- Days of Working Capital 

4- Industrial Service - Co-Creation

With this industrial service, the customer (the contributor) has the ability to edit parts of the template within the original template. The resulting template will be a co-created template that will be made by the initiator (External) & delivered to the firm (customer).

II- The Business Process

​

Below (Figure 1) is an example of an organizational chart (SBU Structure) that involve "Cash Management", a business process made within the Department of Treasury. 

​

​

​

​

​

​

​

​​

​

​

​

​

 

Figure 1 - Cash Management < Department of Treasury < Corporate Finance (Organizational Chart: SBU Structure)

​

​

​

​

 

 

 

In order to start the process send an email "Hi" to the following

email address: externaltheenterprise@gmail.com, and the business process outsourcing process will be made with External, or send an RFI (Request for Information) or an RFP (Request for Proposal) directly to the same email address.

​

​

​​​​​​

​

​

​

- Payment: fiat money (bank transfer). 

 

- Supply Chain (Channel):

Email (encrypted) or

Shipping (encrypted USB flash drive (digital) or printed (paper)).

​

- Encryption AES-256: 
Supercomputer: will take billions of years. 
Quantum Computer: will require 6,600 logical, error-corrected qubits.

​​

​

bottom of page