The Company
Industry: Consumer Packaged Goods (CPG)
Entity Type: PE-Backed
Operating Region: U.S.
Size: $250M
The PROBLEM
With the company on a strong growth trajectory, leadership needed support to stabilize finance and guide strategic planning across budgeting, forecasting, and pricing. The leader would be responsible for finalizing the Fiscal Year 2025 Plan — including customer awards, volume projections, SG&A alignment, and pricing drivers — while also establishing an ERP timeline to ensure precise pricing execution.
The Solution
McDermott + Bull Interim Leaders placed an experienced finance executive with over 12 years of CPG experience and a proven record of leading FP&A processes as the interim CFO. The interim leader brought deep expertise in planning, forecasting, and aligning financial structures with business goals to drive long-term strategy.
The RESULT
The interim CFO built and finalized the FY25 financial model, which was approved by the CEO. In collaboration with the Controller, they completed the September close and updated reporting, while ensuring pricing, budgeting, and audit readiness were aligned with the company’s strategic goals.
FY25 Financial Plan Finalized
Built and presented the FY25 financial plan to the board, including cost-justified pricing support.
Innovation Profitability Analysis
Delivered a comprehensive margin analysis and accretion/dilution report to evaluate the impact of innovation.
Audit + Reporting Improvements
Completed control matrices for audit readiness and refined the monthly build of the FY25 P&L, including year-end accrual support.
James Hickey
Senior Managing Director, McDermott + Bull Interim Leaders
hickey@mbexec.com
James Hickey serves as a Senior Managing Director for McDermott + Bull Interim Leaders, helping companies with mission-critical needs for talented executives during key points in their life cycle. He also works closely with Private Equity Groups to help their portfolio companies when there are gaps in leadership or to provide additional support to the team during critical transactions.