Capabilities
Five ways I am usually brought in.
Every engagement below is one of these five mandates. Engagements are typically 3-12 months, on-site or hybrid.
Interim Finance Executive / CFO
Stepping into the CFO, VP of Finance or Chief of Staff seat through a leadership gap or transition. Close and controls, forecasting, cash and reporting, audit readiness, and a finance organization documented so it survives the handover rather than leaving with me.
Value Creation & EBITDA
Standing up and running the value-creation PMO after a private equity investment. Pricing, procurement, SG&A, shared services and IT, quantified initiative by initiative with FP&A, folded into the forecast, and reported to the C-suite and the sponsor.
M&A & Post-Merger Integration
Day-1 readiness through full integration. Governance protocols, decision rights, escalation paths, synergy models, and the PMO discipline that keeps a merger on plan across finance, operations, supply chain and commercial.
Strategy & Transformation
Market sizing and benchmarking, Build-Buy-Partner analysis, operating model and shared services design, taken through to deal economics, pro formas and execution rather than stopping at the recommendation.
FP&A & Corporate Finance
Budgeting, forecasting and management reporting rebuilt on assessed process and systems, with funding business cases, DCF and NPV analysis that hold up in front of auditors and steering committees.
Not sure which one?
Describe the situation and I will tell you which of these it is, or tell you it is not a fit. Thirty minutes, no cost.