Case Studies

Interim CFO for a $275M CPG company – Initiated a 13-week cash flow projection process and refocused the team to work with other unused, underlying data, which yielded vastly different views of the business, allowing corrective actions to be taken. These efforts directly saved the company $1M.

Optimization of the financial operations for a $90M forklift dealer – Identified the core source of the company’s issues and developed a new inventory protocol and advanced new procedures for service billings.

Annual Operating Plan (AOP) and Monthly Operations Review (MOR) process for a $200M chemical company – These efforts provided visibility into the company’s daily cash position, structure, and accountability.