Menua Consulting - Operational back and middle-office outsourcing firm in Paris
Contemporary and streamlined professional workspace - Structured operational support and reinforcement of support functions by Menua Consulting

Your needs

Structured operational support to strengthen your teams, safeguard your processes and maintain continuity.

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How we support you

Methodical organisation of business files and operational reviews - Rigorous support for back and middle-office functions in demanding environments

Menua Consulting supports finance, accounting, compliance, data and wealth management teams, as well as teams operating in regulated environments, by providing the rigorous back and middle office support needed to ensure operational reliability and continuity.

Our services are designed to meet one-off, recurring or high-volume requirements. This includes file processing, document review, reporting, operational monitoring, data updates, deliverable preparation and temporary team reinforcement.

Our interventions cover preparatory financial analysis, technical review of credit files and operational support, while the final credit or investment decision remains the exclusive responsibility of authorized institutions.

Tell us about your requirements

Finance & Reporting

Analytical dashboards and financial performance charts - Production, structuring and verification of financial reports by Menua Consulting
Menua Consulting supports finance teams by producing, structuring and verifying the reports required for performance management, operational oversight and decision-making.

Our support includes:

  • financial reporting
  • KPIs and dashboards
  • performance analysis
  • financial analysis
  • data consolidation
  • monthly or quarterly reporting
  • cash flow reporting
  • profitability reporting
  • activity monitoring and operational indicators
  • support to financial departments

Management control

Multi-indicator budget monitoring and comparative cost analysis - Performance steering and margin control by Menua Consulting
Menua Consulting provides operational support to management control teams, strengthening budget tracking, variance analysis and performance management. Our goal is to help organisations better monitor costs, margins, objectives and indicators using structured, reliable data.

Our support includes:

  • budget tracking
  • analysis of variances between actual, budget and forecast
  • management dashboards
  • performance management
  • monitoring of costs, expenses and margins
  • profitability analysis
  • monitoring of turnover and objectives
  • updating of management files
  • consolidation of management data
  • support to financial departments and operational managers

Risk & Compliance

Operating within demanding compliance environments, Menua Consulting works alongside risk and compliance teams, handling operational processes that require a rigorous, traceable approach.

Menua Consulting supports the client’s authorised teams. Regulatory approvals, judgements and final decisions remain the responsibility of the client or its authorised professionals.

Our support includes:

  • KYC
  • AML / CFT
  • documentary control
  • analysis and completeness of client files
  • verification of supporting documents
  • client onboarding
  • periodic review of files
  • KYC remediation
  • processing and monitoring of compliance alerts
  • support for risk teams
  • support for compliance teams
  • monitoring of internal procedures
  • preparation of files for validation by authorized teams

Accounting & Data Support

Structured data streams and digital accounting matching - Document processing, data cleaning and bank reconciliations by Menua Consulting
Menua Consulting strengthens accounting, administrative and data teams by handling time-consuming, repetitive or high-volume tasks, allowing them to focus on analysis and validation. Menua Consulting does not replace a chartered accountant. All prepared work remains subject to review and approval by the client or their chartered accountant.

Our support includes:

  • collection, classification and control of accounting documents
  • bank reconciliations
  • matching and clearing of open items
  • monitoring of client and supplier invoices
  • administrative reminders linked to missing documents
  • VAT returns, under client supervision
  • preparation of accounting elements for review
  • data cleaning
  • structuring and updating of databases
  • data consistency check
  • preparation of reporting files
  • consolidation of accounting and operational data
  • archiving and documentary organisation

Support for wealth management firms and financial advisers

Wealth management files and financial allocation documents - Administrative support and client file compliance for wealth managers
Menua Consulting supports wealth management firms, family offices and wealth-management structures in the processing, preparation and administrative monitoring of client files. Advice, recommendations, investment decisions and approvals remain the responsibility of the client’s authorised professionals. Menua Consulting focuses strictly on operational preparation and monitoring.

Our support includes:

  • preparation of client onboarding files;
  • collection and verification of supporting documents;
  • client file completeness reviews;
  • updating client records and KYC data;
  • administrative support for subscriptions;
  • administrative preparation of investment switch and reallocation requests;
  • administrative preparation of partial or full surrender requests;
  • tracking client enquiries and requests;
  • document management and archiving;
  • maintaining client databases;
  • monitoring wealth operations in compliance with internal procedures.

INSURANCE — BACK & MIDDLE OFFICE, POLICY ADMINISTRATION, ANALYSIS, CLAIMS & BENEFITS SUPPORT

Menua Consulting supports insurers, brokers, third-party administrators and insurance operations teams across a broad range of back and middle office activities relating to policies, benefits, claims, customer requests and operational workflows. Our services can cover both routine processing and technically demanding files requiring contract analysis, consistency checks, document review, operational assessment, file preparation, monitoring and reporting.

MENUA works within the client’s procedures, business rules, systems, authorisation framework and approval workflows. Our teams may review policy wording and supporting documentation, identify applicable cover, exclusions, deductibles, limits, deadlines and required documents, assess file completeness and consistency, and prepare the operational elements required to process a case or respond to a customer. Underwriting, coverage, claims settlement, advisory and other regulated or binding decisions remain the responsibility of the client or its authorised professionals.

Our support includes:

  • Policy administration and servicing: applications, endorsements, certificates, renewals and amendments.
  • Operational review of policies, notices, general terms and specific terms and conditions.
  • Identification of cover, exclusions, deductibles, limits, deadlines and required documents.
  • Preparation of customer responses based on client-approved documentation and reference materials.
  • Processing of customer requests, correspondence, emails and policy servicing operations.
  • Preparation and completeness checks of underwriting files before client approval.
  • Opening and administrative follow-up of claims and benefit files.
  • Supporting-document checks, completeness and documentary consistency.
  • Protection insurance: incapacity, disability, death and related benefits.
  • P&C insurance: motor, home, liability and other risks in line with the client’s procedures.
  • Coordination with insurers, brokers, claims handlers, experts and operational stakeholders.
  • Monitoring of deadlines, follow-ups, contractual data consistency, high-volume processing, dashboards, reporting and quality checks.

Other operational needs

Menua Consulting can also manage ad-hoc, cross-functional or specific operational needs that do not fall strictly within a finance, accounting, compliance, wealth or data function. This operational support is a flexible solution designed to address specific resource challenges and help maintain day-to-day delivery.

You might call on us to manage:

  • ad hoc operational reinforcement missions
  • financial and administrative support
  • high-volume file processing
  • classification, archiving and documentary organisation
  • preparation and updating of tracking files
  • support for cross-functional operations
  • help with the formalization of internal procedures
  • help with the structuring of operational processes
  • monitoring of internal or client requests
  • support during periods of overload
  • replacement or temporary team support
  • coordination across internal teams and operational stakeholders
  • assessment of specific needs not covered above