CFO Services
Morten Jøhnk
PBO-OBS Global Group
CFO
Morten initially obtained a bachelor’s degree in Economics and Business Administration at Copenhagen Business School, followed by a master’s degree in Accounting and Business Management.
He has managed SMEs for the last 20 years and has been especially successful in his work with bridging markets, strategy, IT and Finance in both a Danish and International context. He is used to working internationally and has lived and worked in Germany.
Through his work as a CFO, Morten has also extensive experience with risk management and the optimization and digitalization of processes.
Throughout his career, Morten has drawn on the knowledge and experience he has gathered from being an elite sportsman for more than 20 years, specifically related to the creation of a corporate culture that creates results. He can step into situations where strategy must be executed, structures strengthened and momentum accelerated.
The CFO
Mariano Anthony Davies Ph.D.
PBO-OBS Global Group
Co-Founder & President
Mariano Anthony Davies is the President and CEO of OBS-Oxford Business Services (HQ in Copenhagen, Denmark). He has a British university education (London and Oxford) and has worked internationally for more than 35 years. He was a Partner at KPMG for 10 years working on global projects and also at an executive level for British Chambers of Commerce for nearly 35 years.
Mariano was the Founding Chairman of the British Chamber of Commerce in Denmark, its President & CEO for a number of years and was also a member of the British Chambers of Europe Executive Management Board. In 2019 he was elected Chairman of the British Chamber of Commerce in Kosovo and he now uses his experience and network to establish funding for the business community.
Offer Dischon
PBO-OBS Global Group
Co-Founder & CEO
Offer Dischon is an accomplished serial entrepreneur with a remarkable career spanning diverse industries. As founder and CEO of PBO-International & Co-founder of PBO-OBS Global Group, he has extensive expertise in international business and commercial strategy. He is a sought-after advisor recognized for his ability to deliver optimal commercial results.
With a robust network of influential contacts, Offer has become a prominent figure in the finance and funding market, leveraging his strong connections with private investors, private funds, financial groups and venture capital groups to secure suitable funding for investment projects. His exceptional human relations and linguistic abilities, being fluent in six languages, further complement his international business experience, which, enables him to foster collaborative relationships with entrepreneurs worldwide.
The Executive Team
PBO-OBS provides a range of specialised interim CFO and financial advisory services aimed at enhancing the financial readiness, governance and resilience of selected projects prior to, during and throughout the funding process.
These services are designed to complement capital raising activities by strengthening financial documentation, improving project bankability and increasing credibility with investors, lenders, boards and other key stakeholders.
In practice, PBO-OBS helps project sponsors anticipate, address and resolve the financial challenges that emerge when ambitious development plans meet the rigorous requirements of capital providers, preferably well before they become barriers to funding or execution.
About Us
CFO Interim Services
2. Financial Leadership Support
Financial Leadership Support is aimed at projects and companies where bookkeeping and external accounting may already be in place, but where there is no financial leadership layer between the bookkeeper, auditor, management, board and potential funders.
This is a common issue in founder-led businesses, project companies and developing ventures. The numbers may exist, but they are not yet translated into management insight, forward-looking financial planning or decision support.
Typical content
-
Monthly financial overview and management reporting.
-
Budget and forecast preparation.
-
Cash flow forecasting and liquidity overview.
-
Analysis of financial performance and deviations.
-
KPI structure and follow-up.
-
Preparation of financial input for board meetings.
-
Coordination with bookkeeper and auditor.
-
Support in answering financial questions from owners, board or funders.
-
Establishment of basic financial processes and routines.
-
Translation of accounting data into actionable management insight.
Value for the client
The client receives a stronger financial overview and better decision support without necessarily hiring a full-time CFO.
This also helps management to develop better financial discipline, clearer reporting and more reliable information. Consequently, the board is then able to make better decisions and improve the project’s credibility. Ultimately, this reduces friction in the funding process and makes it easier to assess and present the project professionally.
1. Project Maturity Programme
The Project Maturity Programme is designed for projects that have commercial potential but are not yet sufficiently mature for a serious funding process.
This may include projects with an interesting concept, strong market potential or experienced sponsors, but where the financial structure, documentation, governance or business case still needs further development.
Two possible formats:
A. Project Maturity Sprint
A short and focused programme, typically 6–8 weeks.
Suitable for projects that are relatively close to being ready, but need financial structure, clarification and documentation before being presented to funders or investors.
B. Project Maturity Partnership
A longer-term maturity process, potentially 12–24 months.
Suitable for early-stage, complex or large-scale projects where financial maturity must be built over time before the project is ready for funding.
Typical content
-
Review of current business case and financial assumptions.
-
Assessment of funding readiness.
-
Identification of key financial gaps and risks.
-
Development or improvement of budget, forecast and cash flow.
-
Clarification of capital need and funding logic.
-
Review of use of funds.
-
Establishment of basic financial governance.
-
Preparation of management and board-level reporting.
-
Support in building a credible financial roadmap towards funding.
Value for the client
The client receives a clear and practical roadmap for becoming funding-ready.
Instead of receiving a simple “not ready”, the client gets a structured view of what needs to be improved and how to move forward and develop a more promising project that may otherwise be rejected too early.
3. External Project CFO
External Project CFO is a more involved role for projects that require ongoing CFO-level support, but where a full-time CFO is either not available or not yet justified.
This service is relevant for larger or more complex projects where financial leadership, funding preparation, governance and stakeholder communication are central to progress.
PBO-OBS Global Group "goes the extra mile" and has financing or funding solutions for any revenue-positive project.
Every business is different and has unique financial requirements. We explore a wide range or combinations of finance options that best meet your particular needs.
We work closely with Private Investors, Private Capital and Venture Capital Groups interested in partnering and acquiring Equity positions in profitable projects or companies.
We provide access to Project Funding, Corporate Loans, Equity or Venture Capital Investment as well as other forms of non-traditional capital such as Convertible Debt, Working Capital, Funds for Mergers & Acquisitions, Stock Loans, Private and Business Loans and others.