UPNXT FIRST | Finance, Payroll, Corporate and Advisory across borders
UPNXT FIRST

What’s next comes first.

The expertise behind your next move.

Finance, Payroll, Corporate and Advisory services for businesses operating across borders. From specialist support to dedicated outsourced finance teams, we bring senior expertise, coordinated delivery and clear accountability.

Drag the globe to explore our international connections

Connected across markets. Working across time zones.

Los Angeles--:--Business hours
New York--:--Business hours
London--:--Business hours
Amsterdam--:--Business hours
Athens--:--Business hours
Dubai--:--Business hours
India--:--Business hours
Singapore--:--Business hours

Built around your business. Ready for what comes next.

From focused specialist support to a dedicated finance team, we shape our services around your business, systems and priorities—and adapt them as your needs evolve.

  1. AssessUnderstand your prioritiesWe understand your operations, existing capabilities and the expertise you need.
  2. DesignShape your service solutionWe define the right services, team structure, responsibilities and delivery model.
  3. DeliverPut expertise into actionYour UPNXT FIRST team works with your systems and processes, with clear accountability and senior oversight.
  4. ScaleExpand support as you growWe expand capacity and specialist support as your business grows or its requirements change.

Four practices. One coordinated partner.

Choose the expertise you need, with coordinated support across finance, payroll, corporate governance and business advisory.

UPNXT Finance

Financial clarity. Stronger decisions.

An outsourced finance function built around your business—from targeted accounting and reporting support to a dedicated team with financial controller and CFO oversight.

  • Bookkeeping, general ledger and account reconciliations
  • Monthly close and management reporting
  • Budgeting, forecasting and cash-flow planning
  • Financial controller and fractional CFO support
  • Financial controls and process improvement
  • Year-end preparation and audit coordination
Discuss your finance needs
Within UPNXT Finance

Your dedicated finance team. Built around your needs.

We build and manage dedicated outsourced finance teams tailored to your business—from accounting and reporting specialists to financial controllers and fractional CFO support. Combine the capabilities you need within one coordinated service.

  • A team structured around your workload and business complexity
  • The right mix of accounting, reporting, financial control and CFO expertise
  • Delivery aligned with your systems, processes and reporting calendar
  • Defined responsibilities and a senior engagement lead
  • Flexible capacity as your requirements evolve
Design your finance team
Two ways to engage
01Specialist supportExpertise for a defined function, project or business need.
02Dedicated teamA coordinated outsourced finance function with an agreed scope and ongoing delivery.

A managed professional service: UPNXT FIRST coordinates the team and takes responsibility for the agreed service delivery.

Specialist expertise | Shipping & Maritime

Financial clarity for shipowners and ship managers.

Senior financial support for shipping businesses that need stronger cash visibility, vessel-level reporting and financing readiness—from focused CFO support to a dedicated outsourced finance team.

16+Led by a finance executive with 16+ years of experience in accounting and finance, including senior roles within ship-owning and ship-management businesses.
Discuss your shipping finance needs
Illustration of international maritime connections.

Senior expertise. Connected execution.

We bring financial leadership, international governance and operational experience together to help businesses strengthen their operations and grow across borders.

01One accountable relationshipA clear senior contact coordinates your engagement across the services you select.
02Experience inside international businessesPractical insight shaped by leadership roles in finance, operations, corporate governance and business expansion.
03Governance built into deliveryClear responsibilities, approval processes and organised documentation support effective oversight.
04Support that fits your businessFocused projects, ongoing specialist support or a dedicated outsourced finance team, shaped around your requirements.

The UPNXT FIRST Client Portal. Your whole group, in one place.

Every client gets a secure, branded portal. See your entities, deadlines, cash and payroll, approve what needs you, and message your team, from anywhere.

UPNXT FIRSTClient Portal
Search your entities, filings, documents Aegean Holdings Group Eleni K.Group CFO
Your group Your services
Good morning, EleniAegean Holdings Group · 7 entities · 7 jurisdictions
September close5 of 7 entities
Group cash position$8.4m13-week forecast: positive
Filings due in 30 days6All on track
Awaiting your action31 due tomorrow
Awaiting your action
Approve October payroll, UAEAegean Gulf FZE · 4 employees · due tomorrowApprove
Sign board resolution: Kythira refinancingKythira Maritime Ltd · e-signature readyReview and sign
Upload September bank statementsSerifos Navigation Inc. · needed to complete closeUpload
Your UPNXT FIRST team
ALYour engagement leadCorporate and governance · Amsterdam
FCYour shipping finance leadFractional CFO · Athens
Latest message“September management accounts are in your Documents. Two items need your sign-off before Friday.”
Message your team
Group structure7 entities, 5 jurisdictions, all in good standing
Aegean Holdings B.V.Netherlands · Holding · 2 directors
Aegean Ship Management S.A.Greece · Ship managerGood standing
Aegean Chartering LtdUnited Kingdom · CharteringGood standing
Aegean Gulf FZEUAE · Free zoneRenewal due
Aegean Services India Pvt LtdIndia · Shared servicesGood standing
Kythira Maritime LtdMarshall Islands · Vessel SPVGood standing
Serifos Navigation Inc.Liberia · Vessel SPVGood standing
Directors and officers14All appointments recorded
Board resolutions this year23Signed and archived
UBO and KYC files100%Up to date
Compliance calendarNext 90 days, all entities
20OctLender compliance certificateKythira Maritime Ltd · Owner: P. MoustakasDue in 13 days
31OctVAT return, Q3Aegean Ship Management S.A. · GreecePrepared
07NovTDS filingAegean Services India Pvt Ltd · IndiaScheduled
15NovAnnual accounts filingAegean Holdings B.V. · NetherlandsAudit signed
30NovTrade licence renewalAegean Gulf FZE · UAEDocuments requested
02DecConfirmation statementAegean Chartering Ltd · United KingdomScheduled
Finance and fleetConsolidated, USD
13-week cash forecast
Projected cashDry dock, KythiraLiquidity covenant
Vessel OPEX vs budget, daily, September
VesselActualBudgetVariance
MV Kythira$6,420$6,300+1.9%
MV Serifos$5,980$6,150−2.8%
MV Milos$6,110$6,100+0.2%
Breakeven TCE$11,850/day
Covenant headroom1.6×
People and payrollOctober payroll cycle
Employees586 countries
October payroll runs5 of 6
Joiners and leavers3Contracts issued
CountryEntityEmployeesPay dateStatus
GreeceAegean Ship Management S.A.2131 OctApproved
IndiaAegean Services India Pvt Ltd2431 OctApproved
NetherlandsAegean Holdings B.V.425 OctPaid
United KingdomAegean Chartering Ltd528 OctApproved
UAEAegean Gulf FZE430 OctAwaiting approval
RequestsAsk once. We route it to the right specialist.
R#214Board resolution for Kythira refinancingCorporate · Assigned to S. TheocharisDrafting
R#213Open USD account for Aegean Gulf FZECorporate · Bank KYC pack sentWith bank
R#212Bank financing package for new acquisitionShipping finance · Assigned to P. MoustakasModel in review
R#211Add new hire to Athens payrollPayroll · Contract and onboardingCompleted
Documents and vendorsSecure vault, version-controlled
DocumentEntityTypeUpdatedAccess
Loan agreement and amendmentsKythira Maritime LtdFinancing2 OctBoard, CFO
Articles of associationAegean Holdings B.V.Corporate14 SepDirectors
September management accountsGroupReporting6 OctShared with owners
Bunker supplier onboardingAegean Ship Management S.A.Vendor3 OctSanctions check passed
Preview of the UPNXT FIRST Client Portal. Sample company, people and data.
Entity managementEvery entity, director, shareholder and resolution in one live register.
Compliance calendarEvery filing and renewal across jurisdictions, with owners and reminders.
Finance workspaceMonth-end close, cash forecasts, vessel OPEX and covenant monitoring.
People and payrollEmployees, contracts and payroll runs across countries.
Requests and messagingAsk your team anything and track it to completion.
Document vaultSecure, permissioned storage for statutory, financing and board documents.
Vendors and counterpartiesOnboarding with KYC and sanctions screening built in.
Approvals and e-signaturesApprove payroll, payments and board resolutions in a few clicks.

A clear start. A defined engagement.

  1. 1Initial conversationWe discuss your business, priorities and the support you need.
  2. 2Tailored proposalYou receive a clear scope covering services, team structure, responsibilities, delivery arrangements and fees.
  3. 3Coordinated onboardingWe establish the working processes, system access, key contacts and agreed milestones.
  4. 4Ongoing deliveryYour UPNXT FIRST team provides the agreed services, with regular communication and senior oversight.

International experience. Personal accountability.

UPNXT FIRST brings together complementary expertise in international business leadership, corporate governance and financial management.

Portrait of Stavros Theocharis
Co-Founder | Group Chief Executive Officer

Stavros Theocharis

Stavros brings 12+ years of experience in international strategy, operations, governance, finance, and corporate and tax structuring. He has held Board Director, CEO and Managing Director roles across EMEA, APAC and the Americas, supporting expansion, M&A and business transformation. He combines strategic judgement with practical execution to help businesses manage complex international operations.

LL.M. European Law | LL.B. Law — Leiden University

  • Strategy & Operations
  • Board & MD Leadership
  • Corporate Governance
  • Corporate & Tax Structuring
  • M&A & Global Expansion
Portrait of Panagiotis Moustakas
Co-Founder | Group Chief Financial Officer

Panagiotis Moustakas

Panagiotis brings 16+ years of accounting and finance experience, including leadership roles within ship-owning and ship-management businesses. His expertise spans treasury, vessel accounting, financial reporting, loan portfolios and financing models. He helps businesses strengthen liquidity, improve financial control and make informed investment decisions.

Postgraduate studies in Business Administration — Athens University of Economics and Business

  • Shipping Finance
  • Treasury & Cash Flow
  • Financial Reporting
  • Bank Financing & Covenants
  • Vessel Costs & Investment Models

Tell us what comes next.

Whether you need a dedicated finance team, specialist support, coordinated payroll or corporate and advisory expertise, start a conversation with us.

General enquiries
info@upnxtfirst.com
New business
sales@upnxtfirst.com
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