Interim CFO Search (PE-Backed Industrial Services & Manufacturing)

Challenge

A CapEx-heavy portfolio company faced accuracy and credibility issues in its core financial operating rhythm caused by an underperforming finance leadership group. Miscalculated numbers in the 13-week cash forecast and month-end close disrupted decision-making. Cash constraints emerged just as the platform was evaluating expansion, AR/AP and working capital visibility needed immediate discipline, and the CEO and PE sponsor needed facts on what the business could and could not fund.

What We Do

• Activated the Conexus interim CFO database and built a targeted slate around cash triage, close recovery and PE-backed operational finance.
• Screened for industrial services and manufacturing experience and prioritized candidates with CapEx-heavy PE-backed operating backgrounds.
• Qualified candidates for hands-on finance professionalization across accounting, FP&A, treasury and data.
• Presented four pre-qualified, actionable interim CFO candidates within 48 hours for company leadership and PE sponsor interviews.

Outcome / Impact

• Selected interim CFO on-site and engaged nine days from interview.
• Rebuilt the 13-week cash forecast and reset the month-end close to produce credible numbers.
• Tightened AR/AP, vendor prioritization and working capital routines.
• Defined a practical CapEx and expansion gating framework so leadership and the sponsor could make disciplined decisions.