SERRA Group supports real estate and operational projects across Europe through advisory, finance transformation and technology-enabled services.
The Need
The professionally managed real estate market continues to grow globally, increasing operational complexity and reporting requirements.
Asset managers face increasing portfolio size, local compliance requirements and fragmented systems environments.
Investors and operational teams require reliable reporting, efficient workflows and scalable technology-enabled processes.
Our Services
Services are delivered through the relevant legal entities depending on the nature of the engagement:
Finance Transformation
- Investor Reporting
- Finance Transformation
- Accounting Policy Advisory
- Financial Operations Advisory
- Client & Stakeholder
Coordination
Digital Operations
- Digital Tools
- Operational Process Support
- Project Delivery
- Technology-enabled Operations
- Data & Workflow Solutions
SERRA Group is a business brand representing affiliated advisory and operational services companies operating across Europe through entities established in Luxembourg and Estonia.
Finance Transformation
Our efficient set-up to record transactions and practical ways to produce quality investors and local compliance reporting
Record transactions and Investors reporting
- Day-to-day Accounting
- Consolidation
- Group Chart of Accounts
- Policy and procedures
- Local GaaP + IFRS reporting
- AP / AR
- Service charges
- Capex
- Budgeting + Forecasting
- Business metrics and KPIs
How we help Clients
European Retail Fund
- Design the new Group Chart of accounts compatible with IFRS and the local GaaP of 10 Countries.
- Run the quarterly consolidation including adjustments and translations at the end of period.
European Retail Fund
- Design the data flow and reporting model to report on asset management performance to HQ.
- Run the Group reporting capabilities for investors including budget vs actuals and commercial KPIs.
Get in Touch
Digital Operations
Our experience, digital tools and tailored solutions support the consolidation of investment data, improve data quality and enhance operational efficiency
Digital tools and Operational delivery
- Yardi
- Kyriba
- PowerBI
- SQLServer
- Python
- Software selection
- Project management
- Design & testing
- Custom reporting
- DPIA
How we help Clients
Large EU Logistic Fund
- ERP platform due diligence and integration with other corporate tools for Analytics
- Design and delivery of the new workflows for
stakeholders' approval of leasing contracts.
Leading Fund in UK
- Detailed gap analysis to benchmark Yardi vs MRI accounting and property management capabilities.
- FX tool for real-time download from local Central Bank Authority and feed to Yardi system.