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

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

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...
Establishing Financial Stability: How an Interim Controller Brought Structure to a Non-Profit Life Sciences Organization

Establishing Financial Stability: How an Interim Controller Brought Structure to a Non-Profit Life Sciences Organization

The Company A Industry: Life Sciences A Entity Type: Non-Profit A Operating Region: California A Size: $50M The PROBLEM The organization lacked structure and rigor around accounting, reporting, and policies. The team required fundamental financial improvements,...
Optimizing Financial Operations: How an Interim Controller Strengthened a Growing Non-Profit Healthcare Organization

Optimizing Financial Operations: How an Interim Controller Strengthened a Growing Non-Profit Healthcare Organization

The Company A Industry: Healthcare A Entity Type: Private Non-Profit A Operating Region: California A Size: $140M The PROBLEM The organization was experiencing rapid growth, expanding both its number of locations and the rollout of new internal and external projects....
Navigating Leadership Gaps: Interim Controller Strengthens Finance Team at PE-Owned Manufacturing Company

Navigating Leadership Gaps: Interim Controller Strengthens Finance Team at PE-Owned Manufacturing Company

The Company A Industry: Manufacturing A Entity Type: PE-Owned A Operating Region: East Coast A Size: $600M The PROBLEM Despite being profitable, the company faced consumer-related challenges that contributed to the departure of both the CFO and Controller. To maintain...