The Office of the CFO
Our Financial Planning and Analysis (FP&A) services are designed to support mid-sized, PE-backed businesses through every stage of their growth journey.
Budget Development and Support
Cost Takeout and Turnaround
13-Week Cash Flow
Interim Management Support
Rolling Forecasts
Profitability Enhancement
Working Capital
KPI Development and Reporting
Organizational Design
PE Readiness
Case Studies
Telco: FP&A and Treasury Services
Lead treasury and FP&A departments, implemented PTP and OTC processes to control short-term cash flow, and designed automated process.
Technology Business: Financial Management of PE Portco
Took on a leadership position in the finance department including revamping the company’s FP&A treasury, and accounting functions, improving liquidity by more than $20M through working capital improvements and saving $8M in costs.
Logistics: FP&A and Capital Allocation
Developed five-year sensitivity model to analyze risks, opportunities, and liquidity for a $200M pallet company.
Technology SAAS Business: Performance Improvement in the Finance Department
Handled corporate development data initiatives and business intelligence for $100M PE-owned business.
Industrial: Capital Allocation
Analyzed project profitability by region for $1.2B highway construction firm and successfully supported the negotioation of a $200M credit amendment.
