ON-DEMAND CFO & STRATEGIC ADVISORY SERVICESWe help our clients build value through the inflection points in their business. Our core industry focus is on Consumer, Hospitality, Impact Investing, Mobility, Retail, SaaS, Tech and Travel, and we specialize in:OPERATIONSLeading all financial activit…
ON-DEMAND CFO & STRATEGIC ADVISORY SERVICES
We help our clients build value through the inflection points in their business. Our core industry focus is on Consumer, Hospitality, Impact Investing, Mobility, Retail, SaaS, Tech and Travel, and we specialize in:
OPERATIONS
Leading all financial activities of the Company and managing appropriate teams.
Financial planning and analysis; defining KPIs and preparing forecasts, budgets and operating plans; overseeing the monthly closing process; managing payroll, A/P and A/R; financial reporting and presentations to internal decision makers – Board of Directors and senior management.
Assisting the build-out of an internal sales team; forecasting, tracking and benchmarking revenue generation; drafting commission agreements.
Tax and audit support; legal contract review and negotiation; strengthening corporate governance; developing employee handbooks; and securing insurance.
International expansion and go-to-market strategies.
MARKETS
Assisting capital raising (equity + debt) and M&A processes.
Creating presentations, documentation, financial models, cap tables, and investor lists.
STRATEGY
Formulating and executing on corporate development initiatives.
COMMUNICATIONS
Managing external relationships with strategic partners, service providers and investment banks.
Team (1)
Sectors Tailored Partners serves:
Consumer Goods
Retail
Business Services
Consumer Services
Media
Technology
Real Estate
Industrials
Manufacturing
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