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 | Setting up FP&A Function
A medium-sized retail company was in receivership, losing $12 million per annum due to high fixed costs and price decline of over 30%. The inability to meet obligations to secured creditors ultimately led to receivership. Partnering with leadership, we first implemented an effective Financial Planning and Analysis (FP&A) Function followed by a weekly and monthly Business Review Plan and a comprehensive recovery plan that focused on Corporate Cost Structure, Retail-Level Efficiency, Lease Costs, Supply Chain Optimization, Contract Renegotiations. It took us 6 months for this project.
Retail & Distribution | Setting up FP&A Function
A medium-sized retail company was in receivership, losing $12 million per annum due to high fixed costs and price decline of over 30%. The inability to meet obligations to secured creditors ultimately led to receivership. Partnering with leadership, we first implemented an effective Financial Planning and Analysis (FP&A) Function followed by a weekly and monthly Business Review Plan and a comprehensive recovery plan that focused on Corporate Cost Structure, Retail-Level Efficiency, Lease Costs, Supply Chain Optimization, Contract Renegotiations. It took us 6 months for this project.
Residential Property Management | Set Up Finance & Accounting Processes
Partnered with a mid-sized real estate property management company to optimize their finance processes by implementing Yardi. The initiative began with process mapping and a manual pilot to define KPIs and validate workflows before full digital transformation. Key outcomes included a 30% faster month-end closing, 100% accuracy in rent roll and owner reporting, and a 25% reduction in manual data entry. The transformation enabled real-time financial insights, improved compliance, and allowed the company to scale.
Residential Property Management | Set Up Finance & Accounting Processes
Partnered with a mid-sized real estate property management company to optimize their finance processes by implementing Yardi. The initiative began with process mapping and a manual pilot to define KPIs and validate workflows before full digital transformation. Key outcomes included a 30% faster month-end closing, 100% accuracy in rent roll and owner reporting, and a 25% reduction in manual data entry. The transformation enabled real-time financial insights, improved compliance, and allowed the company to scale.
IT Staffing | Set Up Books of Accounts
For a small IT staffing company with $15 million in revenue, we established Chart of Accounts in QuickBooks (QB) and integrated it with operating systems & banks. Key accomplishments include Accounting Services and FP&A Center of Excellence, accelerating Month-End Close from 45 days to 6 days, database creation from the ground up, enabling advanced analyses and generating dynamic reports, driving business decisions through actionable insights and detailed reporting. The project took 6 months.
IT Staffing | Set Up Books of Accounts
For a small IT staffing company with $15 million in revenue, we established Chart of Accounts in QuickBooks (QB) and integrated it with operating systems & banks. Key accomplishments include Accounting Services and FP&A Center of Excellence, accelerating Month-End Close from 45 days to 6 days, database creation from the ground up, enabling advanced analyses and generating dynamic reports, driving business decisions through actionable insights and detailed reporting. The project took 6 months.
IT Services | Reporting Center of Excellence
For a mid-sized IT Service Business Unit, collaborated closely with both Finance and Business/Operational Leaders to deeply understand the information they needed to make effective business decisions. Identified relevant data sources, aligned on the definitions and meaning of various data elements, and initially created a manual process to ensure accuracy. Carefully reviewed formulas and validated reports. Once approved, the finalized process and list of key reports were digitized
IT Services | Reporting Center of Excellence
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.