Interim & Fractional CFO Services

GET YOUR BUSINESS IN FOCUS

Interim or Fractional CFO Services

What Do Our CFOs Do?

As interim or fractional CFO we are responsible for improving the company's financial health, and as the temporary Chief Financial Officer (CFO) we perform several critical functions. These encompass overseeing core financial operations like accounting, reporting, internal controls, and treasury management to ensure efficiency and accuracy. Beyond operations, our CFO's leads financial planning and analysis (FP&A), guiding budgeting, forecasting, and performance insights.

Our CFO roles also encompass strategic leadership, involving capital allocation decisions, risk management, compliance oversight, and acting as a key liaison with investors and other financial stakeholders, thereby shaping the company's financial strategy and future direction.

Our CFOs Come From Some Largest Companies in America!

OUR PROVEN CFO EXPERTS ARE COMMITTED TO YOUR GROWTH

The role of a Chief Financial Officer (CFO) has evolved significantly from primarily focusing on accounting and compliance to being a key strategic partner

Core Values

INTEGRITY

INNOVATION

RESULTS

TRANSFORMING FINANCIAL PLANS INTO LASTING GROWTH

CFO SERVICES

Interim CFO Services
Fractional CFO Services

Financial Operations & Controllership

Oversight of Accounting & Reporting: Ensuring the accuracy, timeliness, and integrity of all financial reporting (internal and external), including compliance with accounting standards (like GAAP or IFRS) and regulations.
Internal Controls: Establishing and maintaining robust internal controls to safeguard company assets and ensure reliable financial reporting.
Transaction Processing: Overseeing core financial operations like accounts payable, accounts receivable, payroll, and general ledger management.

Treasury & Cash Management

Liquidity Management: Managing the company's cash flow, ensuring sufficient liquidity for operational needs, and optimizing cash balances.
Capital Structure: Managing the company's debt and equity financing, including relationships with banks, lenders, and rating agencies.
Working Capital Management: Optimizing the management of inventory, receivables, and payables.

Financial Planning & Analysis (FP&A)

Budgeting & Forecasting: Leading the development of the annual budget and periodic financial forecasts.
Performance Analysis: Analyzing financial results, variances from budget/forecast, identifying trends, and providing insights into business performance.
Financial Modeling: Developing models to support strategic decisions, investments, and long-range planning.

Strategic Leadership & Decision Support

Strategic Planning: Acting as a key strategic partner to the CEO and the board, aligning financial strategy with overall business objectives.
Capital Allocation: Guiding decisions on how to invest the company's capital (e.g., new projects, acquisitions, R&D) to maximize shareholder value.
Mergers & Acquisitions (M&A): Often playing a lead role in evaluating, negotiating, and integrating acquisitions or divestitures.
Performance Management: Defining key performance indicators (KPIs) and tracking progress against strategic goals.

Risk Management

Identifying & Mitigating Financial Risks: Overseeing the identification and management of various financial risks, including market risk, credit risk, liquidity risk, and operational risk related to finance.
Compliance & Governance: Ensuring the company complies with financial regulations, tax laws, and corporate governance standards.

Investor Relations & Stakeholder Management

Communicating with Investors: Serving as a primary contact for investors, analysts, and the financial community, communicating the company's financial performance and strategy.
Managing Relationships: Maintaining relationships with banks, auditors, regulatory bodies, and other key financial stakeholders.