CFO Advisory Services

CFO Advisory Services

Not long ago, the finance function generally dealt with just that: finance. The CFO was viewed as someone who could keep tabs on the numbers allowing the operational leaders to determine strategic direction. Today, CFOs are expected to not only support corporate strategy, but also to improve it. CFOs are tasked with targeting growth in new markets and managing corporate governance, compliance and IT risk, while enduring the increasing demands of stakeholders, investors, board members, employees, suppliers, customers and regulators.  We support the CFO organization to alleviate these pressures by advising on complex finance and accounting challenges. We do this with an eye toward improving financial processes, increasing relevancy in financial metrics and reporting, developing more robust budgeting and forecasting and providing insight and analysis necessary for improving decision making and determining strategic direction. Although these projects take many forms, some examples of our CFO Advisory Services include the following:

  • Bandwidth expansion, project rescue and project management
  • FP&A implementation, leadership and team augmentation
  • Improve the efficiency of the finance function and related processes
  • Develop more relevant, timely and transparent dashboard reporting and management reporting packages
  • Streamlined board reporting tools & processes
  • Analysis of key business drivers, cost structure, profitability trends and concentrations of risk
  • More effective budgeting and forecasting
  • Financial modeling & opportunity assessment
  • Working capital analysis and forecasting
  • Assess financial management and financial reporting processes
  • Create carve-out financial statements and carve-out process management
  • Fix broken financial processes
  • Merger integration
  • Prepare for an initial public offering or sale
  • 13-week cash flows in distressed situations

CFO Advisory Services

Not long ago, the finance function generally dealt with just that: finance. The CFO was viewed as someone who could keep tabs on the numbers allowing the operational leaders to determine strategic direction. Today, CFOs are expected to not only support corporate strategy, but also to improve it. CFOs are tasked with targeting growth in new markets and managing corporate governance, compliance and IT risk, while enduring the increasing demands of stakeholders, investors, board members, employees, suppliers, customers and regulators.  We support the CFO organization to alleviate these pressures by advising on complex finance and accounting challenges. We do this with an eye toward improving financial processes, increasing relevancy in financial metrics and reporting, developing more robust budgeting and forecasting and providing insight and analysis necessary for improving decision making and determining strategic direction. Although these projects take many forms, some examples of our CFO Advisory Services include the following:

  • Bandwidth expansion, project rescue and project management
  • FP&A implementation, leadership and team augmentation
  • Improve the efficiency of the finance function and related processes
  • Develop more relevant, timely and transparent dashboard reporting and management reporting packages
  • Streamlined board reporting tools & processes
  • Analysis of key business drivers, cost structure, profitability trends and concentrations of risk
  • More effective budgeting and forecasting
  • Financial modeling & opportunity assessment
  • Working capital analysis and forecasting
  • Assess financial management and financial reporting processes
  • Create carve-out financial statements and carve-out process management
  • Fix broken financial processes
  • Merger integration
  • Prepare for an initial public offering or sale
  • 13-week cash flows in distressed situations