12 interim C-Suite &
fractional CFO solutions to
support repair grow
Support/Business continuity, so things don't stop!
For startups it means sound foundations across the business functions.
For established businesses, it is assistance in the Day2Day of Fin, Ops, Lead & Strategy. Expertise at your fingertips at a fraction of the cost.
Leadership
If you are a CEO and need a fractional wingman to rely on this is the solution. It addresses business continuity and uninterrupted leadership during change management, so all key stakeholders keep on being held accountable, decisions keep on being made, and the ship keeps on sailing forward to its destination. No Captain has abandoned ship! #direction #accountability #communication #deliverables #performance #fractional-interim_CEO #changeManagement
Strategy
Sometime all your need is one person tracking progress throughout the organization. One who asks questions, keeps the pulse on the key stakeholders and the management layer. The one who explains the goal, the objectives and the cascading of such. The one who measures and reports on yearly targets and strategic priorities so everyone else can focus on their core deliverables. #oversight #responsibility #brainStorming #clarity #fractional-interim_Strategy
Finance
With everything finance and accounting, there (almost) is nothing worse than having no leadership in this function. This solution brings a full time (interim) or fractional CFO solution to running the accounting or a set of specific activities in need of engagement & management wherever needed (AP, AR, FP&A, etc...). This solution extends to providing guidance, decision making, and if needed hands on management (and doing!) of your AP, AP, GL or bookkeeping activities. Don't let this slide. Keep it managed. #day2day #reporting #compliance #integrity #guidance #communication #risk #performance #fractionalCFO #interimCFO
Operations
Reputation, productivity, holding accountable the management layer in delivering day in day out the buy/make/sell activities is the core of this solution. When operations have complex manufacturing, procurement and supply chains, aggressive SLAs, resource scarcity and industry compliance requirements, this solution fractional or interim assures business continuity and what makes the company. #accountability #productivity #compliance #communication #resources #performance #systems #interimCOO #fractionalCOO
Repair. It's broken, let's fix it!
No plan, no objectives, overdue AR balances, vendor on hold, uncontrolled labor costs, personnel turnover, late financials, numbers not making sense, toxic company culture and disoriented management with customer exodus. There is an infinite set of symptoms. We study, blueprint, trace back, take action, resolve and put it behind.
Leadership
This is the solution for stabilizing the leadership function. Key stakeholders while driving their respective core responsibilities need to have access to decision making, guidance and feedback. Vendors, clients, personnel, shareholders, partners need the communication, a point person. New direction, objectives and priorities need to be set, promoted and delegated. The engagement will reinforce focus on performance, compliance and building a plan* for strengthening the organization's reputation. #startStopKeep #relationships #communication #infrastructure #salesPipeline #resources #compliance #multipliers #thinking #decisionMaking #interim_CEO
Strategy
Strategic thinking, developing, planning is addressed under Growth services. Under this solution and after review -of the current goal and objectives, innovation plans, surveys on customer satisfaction, internal constraints, external growth hinderance- a plan is formulated, promoted, implemented & monitored. Achievements are carefully followed upon. This is the plan* referred to in the Leadership function that will be delivered to the leadership to execute. #learn #product #forcesInfluencing #innovation #clarity #performanceDiscipline #interimStrategyOfficer
Finance
One of the most "roll the sleeves-up" solution on the roster. There is nothing more destabilizing than the inability to get numbers, EOM reports along with the AP & AR disrupted. Here we will dive in the financial/accounting data, identify patterns with bookkeeping errors, cost fluctuations, overdue AR balances, AP escalations & exceptions, One-time costs, Reconciliations and so on. We validate controls, sales and payroll filings, review past audits and estimate the exposure for the future. This solution stabilizes the department's operations, provides guidance and support the decision making so the business can keep delivering on the buy/make/sell activities. #cash #data #analysis #forecasting #reporting #integrity #compliance #restructure #process #interim_CFO
Operations
Identical to repairing Finance & Accounting, when the buy/make/sell activities under perform the organization suffers with arising toxicity feeding from internal distention, customer exodus, personnel turnover. This is where your COO will need the most help. The fractional/interim engagement will lay out flat processes, cross functional workflows, contracts, T&Cs, policies, systems, tools, goal, objectives, target priorities, KPIs, prioritizations systems and decision-making process along with an evaluation of each personnel, with the simple question, would you hire this person again? A plan for repairing is scoped out, developed, promoted and implemented. Resources are evaluated, timelines & milestones specified, and the fractional COO engagement commences work. #startStopKeep #theCore #resources #throughput #process #compliance #clarity #interim_COO
Growth, let's make it "BIG"!
If you want to leave the competition in the dust, then it is time to do business differently in each of the 4 key functions. Growth is a commitment to change.
Leadership
In the words of Jim Collins get your People first. While AI, Machine Learning, and cloud platforms are raging, get Who and then What, and then How. This solution on an interim engagement will focus on Talents, knowledge transfers and possibly enquire the existence of an Academy. Putting together a team of A players is an extraordinary effort that takes months/year for delivering outcomes. We focus on The Core (Goal, Core Values, Principles, Competencies); set meeting groups and calendars for a disciplined decision-making, execution, measurement and feedback loop. This solution also takes on velocity while the COO will take on "throughput". #futureFocused #talents #theCore #reputation #velocity #innovation #infrastructure #synergy #academy #whoWhatHow #disciplinedThinking #discplinedExecution #interim_CEO
Strategy
This strategy solution is for demarcation of what is possible when product has traction, value prop exists in the eyes of the customer and demand is creeping up, though you cannot seem to shake the competitors loose. To attract Talents and keep them, setting one long term goal, with a one phrase strategy and its catalytic mechanisms to accelerate the pace towards the goal and profits is what a sound strategic framework possess. Differentiating yourself from the competition with a Brand Promise Guarantee and taking on a hard to reproduce "How" will discourage the competition; making it extremely difficult for them to reproduce your business model. Getting this right is utterly important, otherwise this is all an exercise in futility. Strategy thinking, development, implementation and constant measurements of achievements and capture of lessons learned is in some use cases, a full-time engagement. #inspiration #goalCascading #clarity #differentiation #brandPromise #onePhraseStrategy #hardestHow #M&A #competitorBuyingYouOut #interim_CEO
Finance
Growth sucks Cash. This solution focuses on cash flows, CCC, FCFs, as well as setting up the Finance/Accounting with structure (org chart), tools (Productivity Suites, BI), systems (ERP), competencies and skills necessary for taking on growth and its complexities. AI, outsourcing, application integrations, process/cross-functional streamlining are evaluated and integrated if necessary and/or adequate. This is here where we build financial models, adopt Dynamic Forecasting, develop and execute on BI, keeping a keen eye on compliance, controls and due diligence. #cashAbundance #modeling #forecasting #compliance #businessIntelligence #controls #reporting #interim_CFO #fractional_CFO
Operations
You can have the best leadership, strategy and abundance of cash, if Operations can't manage, grow and scale the buy/make/sell activities, the rubber never meets the road, and the organization skids and stalls. Delivering A players to the function is paramount, along with optimized, streamlined processes working with T&Cs and the proper controls and industry compliance requirements. Goal cascading into SMART objectives, KPIs, quarterly, yearly priorities and yearly strategic targets need to be managed hands on so the results can be reported to the strategy function. Constantly measuring process performance, errors, identifying constraints and bottlenecks will support higher throughput and increase quality, a driver of reputation. Scalable systems, infrastructures are also within the scope of this solution. #Aplayers #systems #bottlenecks #LEAN #processPerformance #throughput #velocity #reputation #atScale #interim_COO #fractional_COO
services & pricing