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Touchscreen Computer

Interim Financial Roles

  • Long term part time roles such as CFO, VP of Finance, Financial Planning and Analysis Director (FP&A), and more

Open Laptop

Financial Modeling

  • Multi-year financial projection models such as NPV, IRR, ROIC, AD-HOC, and leveraged debt models

Informative Interview


  • Tactical: Profits by product, customer, division, etc

  • Strategic: Competitive analysis, M&A

Business Meeting

M&A Due Diligence & Integration

  • Financial and Strategic Due Diligence

  • Integrations after acquisition/mergers

  • Optimize financial functions after M&A

Giving a Presentation


  • Board, Bank, Investors, Manager Mtgs

  • Improvement options & action plans

  • Lead cash flow improvement team

Casual Business Meeting

Process Optimization

  • Streamline & Optimize Processes

  • Reporting, Forecasting, Presentations

  • Cash flow and profit improvement

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