Finance Transformation – Office of the CFO

How We View Office Of The CFO
Executive / CFO Leadership
  • CEO Partner, Function Lead
  • Manage External Stakeholders
  • Drive P&L results with CEO
  • Restructuring
FP&A Transformation
  • Metrics, KPIs, Reporting
  • Forecasting, Budgeting
  • Deep operational analytics
  • Python/SQL Data Mining
Controllership / Technical Accounting
  • Restatements, Stub Creation
  • Technical GAAP Application
  • Controllership Cleanup
  • Process re-design
Treasury, Liquidity, Debt Management
  • Debt renegotiation/structure
  • Cash forecast/crisis mgmt.
  • Capital structure & dividend
Carve-Outs / Integrations
  • Op & Financial Planning
  • Purchase Accounting
Interim/Bridge Staffing
  • CFO, Controller, FP&A Lead
Modern office desk with computer and plants.

Our Approach

  • “Own” the P&L

  • Remove Noise & Focus On What Really Matters

  • Diagnose Accounting Quality and Build Out Analytical Tools to Dive Deep Into EBITDA Drivers

  • Establish Finance Business Partnership With “Owners” To Drive EBITDA/Value — CEO, Sales VP, Operational Lead, etc.

  • Create Communication Tools That Drive Understanding & Inspire Action

  • Simplify and Streamline Accounting & Finance Work Processes

  • Reduce Cost w/ Standardization, Work-Elimination, & Off-shoring

  • Balance Capital Investments With Affordability/Income/Liquidity