CFO Services
Financial Strategy and Leadership
Mission, Vision and Values, Organizational Structure, Long Term Planning, Capital Allocation, Risk Management, Data-Driven Decision Making, Communication.
Implement Operational Processes
Goes beyond Finance & Accounting ( P2P, O2C, R2R and FP&A) covering Sales, Delivery, Supply Chain, HR, IT, Marketing and others, ensuring all the processes are well defined, documented and integrated.
Accounting Services
Chart of Accounts, Daily Accounting , Month End Closing, Accounts Payable, & Receivables, Reconciliation.
Incubate FP&A
Month End Closing, Post Close Reporting and Analysis, Budgeting, Forecasting, Variance Analysis, Bridge/Walks, Business Insights.
Cash Flow & Treasury
DSO, 13 weeks Cash Flow, Total Year Cash Flow, Banking, Working Capital Optimization, Factoring.
Payroll & Taxation
Integrate with Pay Roll Companies, Salary Reconciliation, Federal and State Tax, VAT.
Interim CFO
Finance Transformation, FP&A, Accounting, Payroll, Tax, Treasury, Business Partner, Risk and Compliance
Corporate Strategy
Mergers & Acquisition, Due Diligence, Acquisition, Integration, Divestiture, Exits, Core Strategies around Product and Regions.
Fractional CFO
Implement Finance & Accounting Processes, FP&A, Payroll, Tax, Treasury.
Risk & Compliance
Governance, Risk and Compliance, Audit, Internal Control, Issue Accounting Memos, Training.
Stakeholder & Board Communication
Presentation, Attend Meetings, Communicate Operational and Financial Results, Share Company Vision and Strategies.
Case Studies
Retail & Distribution | Margin Recovery Plan
The company was in receivership, losing $1.5 million per month due to high fixed costs and a price decline of over 30%, which pushed the company deep into the red. The inability to meet obligations to secured creditors ultimately led to receivership. Partnering with leadership, we developed a comprehensive recovery plan that focused on, Corporate Cost Structure, Retail-Level Efficiency, Lease Costs, Supply Chain Optimization, Contract Renegotiations. It took us 4 months for this project.
Retail & Distribution | Margin Recovery Plan
The company was in receivership, losing $1.5 million per month due to high fixed costs and a price decline of over 30%, which pushed the company deep into the red. The inability to meet obligations to secured creditors ultimately led to receivership. Partnering with leadership, we developed a comprehensive recovery plan that focused on, Corporate Cost Structure, Retail-Level Efficiency, Lease Costs, Supply Chain Optimization, Contract Renegotiations. It took us 4 months for this project.
Technology Function | Cost Reduction
Partnered with the Chief Technology Officer and his team to lead and execute a 10% cost reduction initiative. This was achieved by focusing on Vendor Cost Optimization by streamlined vendor relationships and reduced associated costs, Prioritization of Revenue by shifted focus to initiatives with the highest revenue impact and Restructuring by optimizing operations and resources to enhance efficiency and cost-effectiveness. It took us 3 months for this project.
Technology Function | Cost Reduction
Partnered with the Chief Technology Officer and his team to lead and execute a 10% cost reduction initiative. This was achieved by focusing on Vendor Cost Optimization by streamlined vendor relationships and reduced associated costs, Prioritization of Revenue by shifted focus to initiatives with the highest revenue impact and Restructuring by optimizing operations and resources to enhance efficiency and cost-effectiveness. It took us 3 months for this project.
IT Services | Scaling 2X
Collaborated with sector leaders across CPG, Retail, Distribution, and Grocery to achieve 2X growth in 3 years. This was driven equally by Organic Growth contributed 50% through strategic initiatives, market expansion, and operational enhancements and by Bolt-On Acquisitions accounted for the remaining 50% by identifying, evaluating, and integrating synergistic acquisitions.
IT Services | Scaling 2X
Collaborated with sector leaders across CPG, Retail, Distribution, and Grocery to achieve 2X growth in 3 years. This was driven equally by Organic Growth contributed 50% through strategic initiatives, market expansion, and operational enhancements and by Bolt-On Acquisitions accounted for the remaining 50% by identifying, evaluating, and integrating synergistic acquisitions.
Healthcare Equipment & Services | Pricing Improvements
Achieved a 2% pricing improvement in 12 months through Process Standardization by streamlined and unified pricing workflows for consistency and efficiency, Intra-Unit and Inter-Country Comparisons by conducting a detailed benchmarking to identify and address pricing gaps and producing a Revised Pricing Strategy, developed and implemented a data-driven strategy aligned with market dynamics and business objectives.
Healthcare Equipment & Services | Pricing Improvements
Achieved a 2% pricing improvement in 12 months through Process Standardization by streamlined and unified pricing workflows for consistency and efficiency, Intra-Unit and Inter-Country Comparisons by conducting a detailed benchmarking to identify and address pricing gaps and producing a Revised Pricing Strategy, developed and implemented a data-driven strategy aligned with market dynamics and business objectives.