Innovative CFO/CXO SERVICES
We believe in clean data, intelligent process design, and business insights.
Innovative CFO/CXO SERVICES
We believe in clean data, intelligent process design, and business insights.
We believe in clean data, intelligent process design, and business insights.
We believe in clean data, intelligent process design, and business insights.
Seamlessly bridge the gap during critical transitional phases. Leverage an experienced CFO/CXO to provide stability while using best practice and leadership to advance company objectives.
Regular staffing is not designed to absorb important one-time projects. With added horsepower, your project gets completed on time and on budget without sacrificing the flow of regular operations.
Level up company reporting and forecasting using time-tested financial reporting models to deliver timely and accurate perspectives on business performance - past, present and forward-looking.
Does your organization have single point of failure employees, where someone performs a critical role that nobody understands, and nobody can back up? Let us lift the curtain and de-risk the situation by documenting the process and providing recommendations to optimize SOPs and enable backup.
Not all audit comments are created equal, and some require quick attention and remediation. Let us team up with your organization to independently validate and quantify the vulnerability, devise a plan to address, document and implement an effective remediation plan that will meet audit requirements.
Business systems are designed to facilitate success, but some organizations work against their systems with workarounds. Sometimes there are good reasons for a workaround, but suboptimal workarounds lead to suboptimal outcomes. Leverage our expertise to derive maximum benefit from your tools.
Data can be overabundant and overwhelming. Is the data clean? How does it natively reside? Is reporting flowing with or against the data? Let us dig into your sales, cost, payroll, or other data. We will find elegant ways to get clean data and put it to work enhancing your business.
Improve your strategic business decisions by utilizing financial modeling and postmortem analysis for activities such as optimizing your operational footprint, relocating or closing facilities, managing capital expenditures, expanding product lines, acquiring new businesses, planning for headcount adjustments, implementing cost reduction strategies, and informed decisions about debt and lending.
We are experts in back-office operations for mid-sized companies, overseeing a wide range of projects encompassing Accounting, Finance, Treasury, Risk Management, Insurance, Audit, Tax, HR, and IT. Let us help you address a pain point that is preventing your team from reaching their full potential.
We embrace a deeply immersive, "get-your-hands-dirty" approach with rigorous focus on simplifying and refining processes to facilitate timely and clean data for informed decision-making. We promote collaborative environments by actively engaging with teams, attentively listening, and simultaneously providing mentorship, motivation, and skill enhancement to bolster the existing team's capabilities.
The company is led by founder Amy Valentine, who has 20 years of experience in senior finance and operations for private equity backed portfolio companies in the middle market ($50-$300M in revenue). Amy brings deep experience in costing and financial planning and analysis (FP&A) for companies with substantial inventory and SKU complexity. As CFO, she held multi-function oversight for accounting, finance, HR and IT including Private Equity Transactions, Integration and Mergers, ERP Implementations, Audit Management, and Lender and Investor Relations.
We are always eager to connect with like-minded professionals striving for excellence. Contact us to discuss future collaborations.
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