Impact Point Co. provides operational expertise to maximize the value of portfolio companies through an enhanced Office of the CFO

 

Finance Organization

Org redesign
Spans and layers analysis
Compensation & incentivization
Shared services model & off-shoring
Outsourcing of services

Order to Cash

Process review and redesign
Improve collections process
Bill efficiency & accuracy (revenue assurance)
Contracting, terms, and customer scorecards
Outsourcing, off-shoring & automation

Treasury & Cash Management

Treasury process review and redesign
Cash flow model development (13 week)
Implementation of cash culture
Outsourcing (bank recs, cash appl.)

Procure to Pay

Process review and redesign
Contracting, terms, supplier scorecards
Outsourcing, off-shoring & automation
Leveraged sourcing, spend cube analytics

Budgeting & Planning

Process review and redesign
Zero based budgeting
Accountability and Incentivization alignment

Forecast to Fulfil

Inventory optimization
Forecasting accuracy enhancement
SKU rationalization / SLOB reduction
Warehousing, distribution & logistics

Tools & Systems

Project Management of implementation
Metrics and dashboard development
System selection
Process design and automation

Record to Report

Process review and redesign
Financial statement close process efficiency
Consolidation process
Metrics and reporting package enhancement

Examples of the team’s experience and success

Technology Business: Financial Management of PE Portco

  • Leadership position in Finance department, including revamp of the Company’s FP&A, treasury and accounting functions, improving liquidity by over $20M through working capital improvements, and $8M in cost-savings

Technology SAAS Business: Performance Improvement in the Finance Department

  • Corporate development data initiatives and business intelligence for $100MM PE-owned business

Telco: FP&A and Treasury Process Redesign

  • Led treasury and FP&A departments, and implemented PTP and OTC processes to control short term cashflow and designed automated process

Telco: Profitability Allocation and Cash Flow Optimization

  • Implemented profitability allocation tool and process for $3B firm, and implemented capex forecast model

Logistics: FP&A and Capital Allocation

  • Developed five year sensitivity model to analyze risks, opportunities, and liquidity for a $200M pallet company

Industrials: Capital Allocation

  • Ananlyzed project profitability by region for $1.2B highway construction firm and successfully supported the negotiation of a $200M credit amendment