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: 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