Industry: Business Services Type of Service: Finance Transformation Issue Our client, a 100+ professional, multi-office professional services firm was ending its affiliation with an International Firm. As part of the separation, our client was required to migrate off the International Firm’s infrastructure, including their Enterprise Resource Planning (“ERP”) and Billing systems, at a date certain… Continue reading Case Study – Finance Transformation for Professional Services Firm
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Case Study – Interim Controller for Year-end Audit Process
Issue The Controller of a $1 billion (in assets) mortgage finance company departed at the beginning of its annual audit process. The audit, however, could not be delayed. The company needed an Interim Controller who could come up to speed quickly, manage the accounting function and lead the year-end audit process. What We Did We… Continue reading Case Study – Interim Controller for Year-end Audit Process
CFOCP awarded Best of 2016 PRINCETON for Business Services
Industry: Private Equity
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Planning & Analysis
At the start of the audit season, a portfolio company of a private equity firm hired us to replace its CFO and its Controller. The company had a bank requirement to complete the audit and file its compliance report with the bank by the end of March. The company completed the audit and filed its… Continue reading Industry: Private Equity
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Planning & Analysis
Industry: Real Estate Construction/ Management
Type of Service: Accounting & Finance Outsourcing, Planning & Control
Provided an Interim CFO and an Interim Controller to a global multi-billion dollar commercial real estate development and construction company. Helped them build a first class finance and accounting group to improve overall operating performance and financial strength. Company reduced cost and improved cash flow. In addition, decision making improved due to the timeliness and… Continue reading Industry: Real Estate Construction/ Management
Type of Service: Accounting & Finance Outsourcing, Planning & Control
Industry: Financial Institutions
Type of Service: Technical Accounting
Set up the audit committee, including: charter, priorities and meeting format for a public company’s Financial Services subsidiary. Solid planning and crisp execution ensured all regulatory and governance requirements were met or exceeded.