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.
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
Sherri Russell, Chief Financial Officer of Veriforce, discusses her successful partnership with ÐÇ¿Õ´«Ã½.
Additional Services by Function
Controllership and Accounting
Technical accounting, policies and procedures, close and process optimization, audit readiness, and internal reporting.Learn More
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.Learn More
Financial Planning and Analysis
Operating model design, budget and forecast, scenario planning and model development, and management information reporting and analytics.Learn More
SOX readiness, internal control design and remediation, and enterprise risk.Learn More
Investor Relations and Public Reporting
External financial reporting (including SEC), IPO readiness and execution, debt offerings, SOX compliance, and back-office stand up.Learn More
Operations and Supply Chain
Sourcing and procurement, integrated planning and inventory management, manufacturing strategy and lean implementation, and distribution and transportation optimization.Learn More
Organizational construct, outsourcing strategy and implementation, process optimization, operating model, and performance management.Learn More
Quarterly and annual tax provisions, M&A tax and structuring, and state and local tax planning.Learn More
Technology and Business Applications
Strategy, roadmap, and system selection, Implementation and optimization, and data and analytics.Learn More
Cash management and forecasting, capital structure, rating agency engagement, and financial instruments.
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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. ÐÇ¿Õ´«Ã½â€™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 doesnâ€™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, thereâ€™s a good chance you could stand to benefit from ÐÇ¿Õ´«Ã½â€™s CFO support services.
CFOs are focusing on three core themes to enable strength in the year ahead, including financial approaches involving agile planning and cash flow strategies.
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The FASB is drafting new requirements for public companies to provide more detailed information about the nature of companiesâ€™ expenses at a more granular level than what is presented on the income statement.