How do we deliver value 📊
🛠️ How we work
📘 Where we focus
📘 Where we focus
Our comprehensive financial services ensure your business has the leadership and tools it needs to thrive.
Interim Management Roles: Provide experienced financial leadership on an interim basis to steer critical projects.
CFO Leadership Augmentation: Enhance your executive team with CFO expertise to drive financial strategy.
Finance Team Recruitment and Onboarding: Build a high-performing team tailored to your business needs.
Custom Workplan Development: Create tailored plans that align with your strategic objectives.
End-to-End Program Tracking: Monitor and manage financial projects from inception to completion for seamless execution.
Benefits:
✅ Fills leadership gaps with expert guidance.
✅ Accelerates team readiness and effectiveness.
✅ Ensures precise alignment with business goals.
📘 Where we focus
📘 Where we focus
📘 Where we focus
Deliver strategic and operational excellence across your financial processes.
Strategic Deliverables: Focus on critical initiatives like investment readiness and value creation project development.
Operational Value Drivers & KPIs: Define and measure key performance indicators to drive business success.
Assess ERP and Business Intelligence Systems: Evaluate and optimize systems for enhanced decision-making.
Audit Preparation: Ensure readiness for financial audits to maintain compliance and transparency.
Financial Management Services: Financial statement preparation, financial close acceleration, and budgeting optimizations.
Benefits:
✅ Prepares your business for strategic growth and investment.
✅ Enhances operational efficiency and financial insight.
✅ Optimizes financial processes and compliance readiness.
Our Cadence - focus on speed and collaboration
We bring a strategic business context to enable discrete, impactful deliverables with a sense of urgency.
Proven Results
Operational Efficiency
- Reduced month end close cycle from 60 to 15 days for complex enterprise company regaining compliance, enabling faster commission payouts and improving management insights.
- Identified and fixed critical issue in middle of funnel conversions of self serve demos for fast growing SAAS, increasing conversion rates 2x.
- Integrated data sources and infrastructure reducing GTM team data access delays by 3x enabling faster and more effective campaign allocations.
Cost Optimization
- Reduced expenses by $1M on $20M operations P&L using zero based budgeting and annual planning.
- Achieved $1M, 50% cost reduction with a COGS vendor and renegotiating telecom contracts buying multi-year volume commitments achieving 10% recurring gross margin lift.
- Enhanced working capital by $2M for $25M revenue company by renegotiating large variable cost suppliers and negotiating upfront payment terms on largest customer contracts.
Growth & Value Creation
Growth & Value Creation
- Successfully stood-up corporate finance and sales ops into a new EMEA HQ for public company software carve-out establishing a foundation for expansion plans.
- Designed and rolled out a sales commission plan incentivizing on SAAS recurring revenue over perpetual license, accelerating the increased mix of recurring revenue to total revenue.
- Led investor relations during post acquisition to list public debt by converting company to GAAP compliance and completing first year SEC level audit for $100M ARR SAAS.