Bridging the Gap: Interim Chief Financial Officer Provides Critical Leadership During Five-Month Transition

Bridging the Gap: Interim Chief Financial Officer Provides Critical Leadership During Five-Month Transition

by | Mar 5, 2024 | Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Banking A Entity Type: Member Owned A Operating Region: California A Size: $1B AUM DOWNLOAD PDF The PROBLEM The bank required an interim CFO to fill the gap left by the departing CFO until a permanent replacement was found. This interim leader...
Emergency to Opportunity: Interim Chief Executive Officer Improves Credit Union’s Operations + Commercial Lending Strategy

Emergency to Opportunity: Interim Chief Executive Officer Improves Credit Union’s Operations + Commercial Lending Strategy

by | Feb 1, 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: Private A Operating Region: Southern California A Size: $150M DOWNLOAD PDF The PROBLEM The credit union’s CEO suddenly retired before their scheduled exam with the NCUA. The organization needed an executive to lead...
Interim Director of Human Resources Cuts Turnover in Half for a Privately Held Sustainability Company

Interim Director of Human Resources Cuts Turnover in Half for a Privately Held Sustainability Company

by | Oct 9, 2023 | Interim Leaders, Interim Leaders Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Sustainability A Entity Type: Privately Held A Operating Region: Southern California A Size: $25M DOWNLOAD PDF The PROBLEM The organization was growing quickly and its Human Resources Director left during a critical HRIS implementation. The HR...
Interim Project Chief Financial Officer Creates Covenant Forecasting for a Food Manufacturing Company

Interim Project Chief Financial Officer Creates Covenant Forecasting for a Food Manufacturing Company

by | Sep 12, 2023 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, James Hickey, Private Equity

The Company A Industry: Food Manufacturing A Entity Type: Private Equity-Backed A Operating Region: Northwestern U.S. A Size: $75M DOWNLOAD PDF The PROBLEM The finance and accounting department needed significant process improvements, the implementation of KPIs, and...