Interim Chief Financial Officer

A portfolio company needs a finance leader who can produce a defensible number quickly and manage cash under pressure. You take the CFO seat install the reporting discipline the sponsor requires and either stabilize the function for a permanent hire or carry the business through a specific event a covenant issue a system conversion an exit process.

• Cash flow forecasting and management typically 13-week rolling at minimum
• Working capital improvement across receivables payables and inventory
• Monthly close discipline and reporting quality accuracy first then speed
• The sponsor and lender reporting package including covenant compliance
• Budget forecast and variance discipline the operating team can actually use
• Financial metrics and KPI architecture aligned to the investment thesis
• Board and sponsor communication
• Assessment and development of the existing finance team

Get to a cash forecast you trust. Get to a close you trust. Then start improving the numbers rather than defending them.

• 15 years in finance leadership with prior CFO or divisional CFO experience
• Direct private equity portfolio company experience you know what sponsor reporting demands
• Manufacturing cost accounting depth including standard cost variance analysis and inventory valuation
• Hands-on cash management under constraint
• Lender relationship experience including covenant negotiation
• Comfort with a finance function that is understaffed under-systemized or both

Strong plus: ERP conversion experience; exit or sale process participation; distressed or turnaround situations; CPA or MBA.