Reshaping Financial Operations: How an Interim CFO Strengthened the Finance Team at a Legal Services Organization

Reshaping Financial Operations: How an Interim CFO Strengthened the Finance Team at a Legal Services Organization

by | Jul 2, 2025 | Interim Leaders, Interim Financial Services Case Study, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Legal Services A Entity Type: Non-Profit A Operating Region: East Coast A Size: $75M The PROBLEM Amid significant organizational growth, the organization’s finance team faced capacity issues, with the department’s leader overly involved in...
Strengthening Cash Control: How an Interim CFO Secured Funding Continuity for a Non-Profit

Strengthening Cash Control: How an Interim CFO Secured Funding Continuity for a Non-Profit

by | May 20, 2025 | Interim Leaders, Interim Financial Services Case Study, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Social Services A Entity Type: Non-Profit A Operating Region: Northeast A Size: $50M The PROBLEM The organization relied heavily on city and state grants, which are often delayed and documentation-intensive. Despite having a capable finance and...
Restoring Confidence and Compliance: How an Interim CFO Stabilized a Southern California Community Bank

Restoring Confidence and Compliance: How an Interim CFO Stabilized a Southern California Community Bank

by | May 1, 2025 | Interim Leaders, Interim Financial Services Case Study, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Financial Services A Entity Type: Community Bank A Operating Region: Southern California A Size: $120M The PROBLEM Operating under regulatory scrutiny, the organization faced pressure to rebuild its senior leadership team, including the urgent...
Transforming Operations: How an Interim Executive Director Supported a Non-Profit

Transforming Operations: How an Interim Executive Director Supported a Non-Profit

by | Dec 2, 2024 | Interim Leaders, Interim Financial Services Case Study, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Community Development A Entity Type: Non-Profit A Operating Region: East Coast A Size: $8M The PROBLEM The incumbent Executive Director retired, leaving a need for an interim leader to assess operations, develop a plan to maximize staff potential, and...
Navigating Change: How an Interim Controller Steered a Real Estate Company Through Choppy Financial Waters

Navigating Change: How an Interim Controller Steered a Real Estate Company Through Choppy Financial Waters

by | Jun 12, 2024 | Interim Financial Services Case Study, Interim Leaders, Interim Leaders Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Real Estate A Entity Type: Wholly Owned Subsidiary A Operating Region: Western U.S. A Size: $150M The PROBLEM In the midst of a rapid expansion, the leading real estate organization faced a critical challenge when its Chief Accounting Officer...
Ensuring Financial Stability: How an Interim VP of Finance Supported a Non-Profit Credit Union

Ensuring Financial Stability: How an Interim VP of Finance Supported a Non-Profit Credit Union

by | Jun 4, 2024 | Interim Financial Services Case Study, Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Credit Union A Entity Type: Non-Profit A Operating Region: East Coast A Size: $2B The PROBLEM The company lacked senior-level finance leadership to address current needs in ALM, liquidity, budgeting, and financial modeling. They required an...