Part Time CFO and Interim CFO

Having a chief financial officer is not just a good idea, it's a necessity. A CFO is your strategic partner, establishes long and short-term financial goals, improves profitability, handles risk management and ensures financial information is timely and accurate. Best of all, a CFO keeps you focused on what matters most, running your business.

Many companies may not be able to justify the expense of a full-time CFO. That's where we can help. You get the full benefit of having a CFO for a fraction of the normal costs.

Did your CFO leave? Are you looking for a permanent solution? We can also step in on an interim basis until a permanent solution has been found.

Strategic and Financial Consulting

Time is short. Resources are stretched. Many consulting firms come in with a large team and lots of overhead costs. Then the senior person disappears and you spend a lot of time dealing with less experienced staff.

As experienced CFOs we know what is important and what not. We know what to do and how to do it. We have done it before. We are adding value in an efficient way, focusing on what is necessary and not adding the unnecessary. Getting results quicker and more cost effective!

Project Management

We combine C-Level management experience with functional expertise. This allows us to hit the ground running and immediately add value, driving changes and managing your projects.

We have been in challenged environments and know how to get results quickly, know what resources may be needed and where to get them.

Operating in a crisis? We have been in these situations before and can quickly identify the issues, find optimal solutions and manage to get you back on track. We do not provide just consulting services, we provide effective management services.

Strategic Guidance, Analysis and Management

• Growth initiative review & analysis
• Competitive assessment & strategy
• Debt/capital restructuring
• Management incentive programs
• Organization Restructuring
• Site Consolidation
• Capital Project Management

Technical Accounting Services

• Technical accounting advice
• GAAP, IFRS, SOX and SEC compliance
• Associated reporting, filings and audits
• Financial restatements

Compliance Risk Management

• Bank Secrecy Act/Anti-Money Laundering compliance
• Internal controls over financial reporting
• Outsourcing and co-sourcing of the Internal Audit function
• Operational risks

IT - Financial Systems

• Implementations, upgrades and rollouts
• Development of the IT budget process and procedures
• Business Case Review

Process Improvements

• Review of the financial management organization
• Developing effective planning, budgeting, forecasting and management reporting processes
• Pricing, cost controls, expense allocations etc.
• Improvement of the monthly closing process for accuracy and timeliness
• Cross-functional Alignment
• Supply Chain/Logistics improvement

Analysis

• Senior management dashboards for daily, weekly, monthly or quarterly reviews
• Profitability analysis
• Financial Modeling and Analysis
• Key Performance Indicators (KPIs)
• Cash Flow Forecasting

Working Capital

• Streamlining of related processes (billings, collections, procurement, payables)
• Financing
• Inventory Control
• Supply Chain Forecasting

Transaction/M&A

• Strategic review
• Due diligence
• Post acquisition integration
• Buy and Sell side advisory, preparation and negotiation
• Capital Formation

Cost Management

• Organization Restructuring
• Site Consolidation
• Capital Project Management