AI WORKSPACE

Client Brief

STEP 05 · WITAN AI

Client brief generated

52s
notes + intake → brief
Synthesised from discovery notes (Zoho CRM, 13 Jun 2026) and the client portal submission. Only anonymised, structured attributes were sent to the model — no names or personal data.

Engagement overview

ClientMeridian Group — Dubai-based diversified family conglomerate (4 operating subsidiaries; construction, F&B, real estate, trading).
TriggerPreparing for first consolidated external audit and a potential minority investment; founder-led finance function cannot support either.
Outcome soughtA credible group finance lead to consolidate reporting, stand up FP&A, and make the group audit- and investor-ready within two quarters.

Role requirements — Group CFO

PositionGroup CFO (fractional), reporting to the Chairman and board.
MandateMulti-entity consolidation, IFRS-compliant group reporting, audit readiness, group treasury & FX oversight, and board-grade FP&A.
Scope4 subsidiaries · ~AED 900M combined revenue · 60-person finance organisation across entities.

Required competencies

Must-haveGroup consolidation, IFRS, external-audit liaison, multi-entity ERP, treasury & FX management.
Strongly preferredGCC family-business experience, investor / due-diligence exposure, and a track record standing up FP&A from a founder-led base.
Soft signalsCalm board communicator; comfortable challenging a founder; structured and decisive.

Role snapshot

Position typeGroup CFO
SeniorityC-Suite / Executive
EngagementFractional · 3 days/wk
SectorDiversified (family group)
LocationDubai, UAE
Indicative feeAED 60–75k / month
Target startImmediate

Risk flags

  • Tight external-audit deadline — engagement must ramp within 2 weeks.
  • Founder may resist formalised controls — change-management risk.
  • Multi-entity ERP data quality is uneven across subsidiaries.
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