Engaged as advisor to chemical manufacturer. Company was not able to place a needed coverage in the commercial insurance market; as such all losses were being paid using after tax dollars. Established a captive to provide coverage using the policy language desired the client. Premiums paid to fund the coverage incurred a nominal tax rate,… Continue reading Industry: Financial Institutions
Type of Service: Planning & Analysis
Archives: Posts
Industry: Financial Institutions
Industry: Business Services
Type of Service: Finance Transformation
Project Managed and executed the installation of a cloud-based Enterprise Resource Planning system for a 100+ staff, multi-office professional services firm. Over a three-month period, analyzed and documented existing accounting and billing processes; created integration plan between ERP system and three supplemental (different vendor) modules; designed new accounting processes; migrated 7 years of history; develop… Continue reading Industry: Business Services
Type of Service: Finance Transformation
Case Study – Finance Transformation for Professional Services Firm
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
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: Technology
Type of Service: M&A/ Liquidity Event
Hired by management of a technology company looking to conduct a management buyout (MBO). Provided advisory services including preparing a business plan and financial projections, and identified the necessary additional collateral to complete the deal. Management team gained control and made the anticipated course correction in the company’s operations. Revenue increased 33% in year one… Continue reading Industry: Technology
Type of Service: M&A/ Liquidity Event