Interim VP of Finance for IPO readiness

Industry: Fintech & Financial Services  |  Business: PE-backed, preparing for IPO  |  Engagement length: 6 months

The work

Built the income statement, balance sheet and cash flow models, prepared SEC and GAAP-compliant disclosures, and planned the capital structure and equity offering alongside auditors, bankers and the executive team.

What changed

Investor-grade disclosures delivered ahead of schedule, audit revisions down ~30%, forecast accuracy improved >20%