Office of the CFO

We partner with the Office of the CFO and other corporate leaders to implement tailored solutions across the transaction and business lifecycle. Whether the company is experiencing high growth, distress, transition, integration, or separation, we deliver meaningful change to stabilize and enhance the business and are not bound by auditor independence rules.

Our services span the Office of the CFO and core financial functions:

Working with the CFO and functional leaders, we:

  • Implement transformational solutions across financial, accounting, technology, and operations
  • Design and optimize new and existing processes and systems
  • Serve in interim leadership roles and deliver supplemental services
  • Provide leadership and execution for transactions and special situations

Additional Services by Function

Controllership and Accounting

Technical accounting, policies and procedures, close and process optimization, audit readiness, and internal reporting.

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Corporate Development

Opportunity identification, evaluation, and modeling in addition to integrated diligence (buy-side and sell-side), merger integration and synergy assessment, and carve-outs and divestitures.

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Financial Planning and Analysis

Operating model design, budget and forecast, scenario planning and model development, and management information reporting and analytics.

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Internal Audit

SOX readiness, internal control design and remediation, and enterprise risk.

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Investor Relations and Public Reporting

External financial reporting (including SEC), IPO readiness and execution, debt offerings, SOX compliance, and back-office stand up.

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Operations and Supply Chain

Sourcing and procurement, integrated planning and inventory management, manufacturing strategy and lean implementation, and distribution and transportation optimization.

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Shared Services

Organizational construct, outsourcing strategy and implementation, process optimization, operating model, and performance management.

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Quarterly and annual tax provisions, M&A tax and structuring, and state and local tax planning.

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Technology and Business Applications

Strategy, roadmap, and system selection, Implementation and optimization, and data and analytics.

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Cash management and forecasting, capital structure, rating agency engagement, and financial instruments.