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CDB Advisory Services

Chief of Staff to the CFO through a leadership transition

Industry: Building Products  |  Business: $2B PE-backed  |  Engagement length: 12 months

The work

Owned budgeting, forecasting, reporting, cash flow, risk and controls while the CFO seat turned over, and documented the processes so they would survive the handover rather than leave with me.

What changed

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

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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