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Service Offerings:​

For Small and Medium sized Enterprises (SMEs)

SME: Revenues can range between $25 million to a few hundred million, and employee count typically ranges from a few hundred to about 1,000. 

 

I support SMEs with the following services: 

 

  • Interim CFO while the company is looking for a full-time CFO

  • Fractional CFO (part-time starting at 50%)

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Interim/fractional management plus: 

  • Finance function maturity assessment and roadmap creation with focus on systems, processes and people

  • Implementation of best practices for finance and accounting

  • Financial modeling and implementation of analytical methods and tools for more effective decision-making

For Mid-Market Non-Public Companies

Mid-Market: Revenues range between a few hundred million to several billion, and generally have between 1,000 and 5,000 employees.

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I support mid-market non-public enterprises who aspire to go public in the US market:

 

  • IPO readiness assessments

  • Pre-IPO roadmap design and execution 

  • SOX compliance program design and implementation

  • Project management and non-IT expert advice for system implementations and other digital solutions within the Finance function

  • Interim roles within Finance function up to CEO-2 level

For Publicly-Listed Companies

Publicly Listed: Revenues typically are several billions or more, employees count range from 5,000 to 100,000+. 

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I support publicly listed companies with the following services: 

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  • Carve-outs an post-merger integrations (finance and accounting workstreams)

  • Technical accounting and Financial Reporting expert advice

  • Sustainable remediations of internal audit findings, projects to deliver on management actions plans

  • Sustainable remediations of material weaknesses and significant deficiencies under SOX framework

  • Simplification and optimization of ICOFR/SOX frameworks with the target to decrease the cost of compliance through reduction and automation of internal controls

  • Finance Transformation Program support (global process design, internal controls design, program deployment activities). 

  • Other special projects within the Office of the CFO

  • Interim roles within the Finance and Accounting function up to CEO-4 level

Strategic Partnerships

Co-delivery, sub-contracting and other collaboration opportunities with other consulting firms are welcomed. 

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Priority project types: value creation, pre-deal and post deal advisory (financial reporting and technical accounting), IPOs, finance transformation, finance/accounting workstreams within broader business transformation initiatives. 

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