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CDB Advisory Services

Interim Finance Executive / CFO

  • Interim VP of FP&A through executive turnover

    $250M budget delivered on time across 20+ practices; Hyperion live within 90 days; forecast cycle time down ~35%

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  • Interim VP of Finance for IPO readiness

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

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  • Chief of Staff to the CFO through a leadership transition

    Forecast variance to actuals within ±3% and audit findings down ~30%

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  • Chief of Staff to the CFO through post-acquisition integration

    Monthly close down ~40%, $25M+ cash unlocked for reinvestment and debt reduction, and $8M+ in cost savings

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  • Director of Finance & Accounting / CFO, finance transformation

    Forecast accuracy within ±5%, close 20-30% faster, and $150M+ in working-capital opportunities identified

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CDB Advisory Services

Based in Atlanta, Georgia

Registered office: 1400 Village Square Blvd, Ste 3-201, Tallahassee, FL 32312

(448) 215-0227

charles@cdbadvisoryservices.com

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Capabilities

  • Interim Finance Executive / CFO
  • Value Creation & EBITDA
  • M&A & Post-Merger Integration
  • Strategy & Transformation
  • FP&A & Corporate Finance

Engagements are typically 3-12 months, on-site or hybrid.

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