CapEx-heavy portfolio company needed CFO leadership to restore cash and close accuracy
Presented 4 pre-qualified interim CFOs around cash triage and close recovery
Interim CFO on-site within 9 days; numbers stabilized
$150M PE-backed CPG business needed finance leadership through a CFO transition
Presented 4 pre-qualified interim CFOs with CPG and PE-backed experience
Interim CFO on-site within 8 days; continuity protected
Newly carved-out manufacturer needed a standalone CFO from day one
Presented 5 pre-qualified interim CFOs and coordinated sponsor interviews
Carve-out-experienced interim CFO engaged within 5 days
Multi-state compliance gaps and overpayments
Performed review, reconciled filings
Recovered six-figure refunds and corrected filings
Manual, non-compliant revenue processes
Automated close and documented controls
ASC 606/842 compliance and faster month-end
Poor integration & controller turnover
Managed close, fixed reconciliations, coached team
Stabilized month-end reporting and audit readiness
Disorganized financials blocking audit progress
Cleaned reconciliations, restructured close process
Smooth audit completion and improved controls
Inefficient financial operations
Redesigned workflows and controls
Faster decision-making and stronger controls
30 acquisitions with disparate systems
End-to-end integration; standardized Power BI, Concur, Stampli
Unified GAAP reporting; reduced manual reconciliations
