CFO Advisory Services

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.

Elevate Your Impact

Today’s CFOs and company leaders are balancing growth initiatives and financial prudence and driving year-round success across four key themes.

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

Office of the CFO 1


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

Sherri Russell, Chief Financial Officer of Veriforce, discusses her successful partnership with ǿմý.

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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Tax

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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Treasury

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

What Are CFO Advisory Services?

The agenda of the CFO is rapidly evolving as leaders are being asked to provide strategic guidance, manage to aggressive financial goals, ensure there is a rigorous compliance framework, and develop teams capable of managing not only the day-to-day, but special events that require finance department support. ǿմý’s CFO Advisory experts have deep experience across a range of disciplines within the office of the CFO including financial planning, controllership and accounting, and finance systems. We can augment your teams, step into leadership roles, or provide consulting teams that not only can chart a path forward, but can execute the plan in lock-step with your teams.

 

Who Needs Office of the CFO Support Services?

Choosing CFO support services makes a lot of sense when your business needs experienced financial professionals but doesn’t necessarily have the resources or acumen in-house. For example, many hyper-growth companies work with CFO advisory firms to help establish a mature and scalable back-office. Other companies want to take advantage of the expertise and specific knowledge these professionals bring to their operations. Still others need help preparing for and executing strategic initiatives. If any of these conditions apply to your company, there’s a good chance you could stand to benefit from ǿմý’s CFO support services.

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CFOs Share Top Concerns – Part 2: Talent Strategies

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CFOs Share Top Concerns – Part 3: ESG Strategies

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