SERVICES

For businesses in need of financial leadership without the overhead burden of a full-time executive.

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Engagements range from low-touch advisory to fully embedded operational leadership and are customized to specific client needs. Backed by over a decade of experience in finance and operations across high-growth companies and private equity environments, our services focus on execution and results.

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Strategic Finance Leadership

• Lead month-end close with a focus on accuracy and efficiency

• Build cash flow models to manage liquidity and planning

• Design KPI dashboards to improve decision-making

• Develop board/investor materials to align stakeholder needs

• Support integration of acquisitions and prepare for sale

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Budgeting & Forecasting

• Construct rolling forecasts and detailed annual budgets

• Identify and explain variances, offering corrective financial actions

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Cash & Working Capital Optimization

• Monitor cash runway and improve working capital cycles

• Evaluate and structure financing solutions (credit lines, debt, equity)

• Negotiate existing and develop new banking relationships

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Finance Team Enablement

• Mentor finance staff and elevate controller capabilities

• Implement scalable accounting processes and internal controls

• Build cross-functional trust between finance and operations

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We work directly with both staff and the executive team to define a successful engagement, ensuring that all stakeholders are aligned and understand the mission.

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