financial leadership

  • Act in interim controller and senior level positions
  • Work closely with management to minimize costs and increase revenue
  • Forecast and monitor the entity’s liquidity
  • Facilitate monthly close procedures
  • Assess current staffing needs and allocate resources accordingly
  • Review reconciliations and implement best practices
  • Administrate and process payroll, insurance, retirement, and other benefits

procedure updates

  • Document current practices
  • Prepare transition plans for all levels of staffing
  • Ensure that monthly processes are complete and well implemented
  • Assessment, hiring recommendations, training, and development of staff
  • Review current practices to ensure they are in line with regulatory guidelines

financial packages

  • Preparation of board, bank, and investor financial information packages
  • Review and optimize management reporting tools and reports
  • Prepare budget to actual reports and assist in analysis of variances
  • Advise company through the monitoring of key business metrics
  • Work with departmental leaders to prepare business forecasts
  • Coordination with external auditor, banker, and investor requests