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...
Aligning Growth with Financial Precision: How an Interim CFO Supported Strategic Planning for a PE-Backed Consumer Packaged Goods Manufacturer

Aligning Growth with Financial Precision: How an Interim CFO Supported Strategic Planning for a PE-Backed Consumer Packaged Goods Manufacturer

by | Jun 26, 2025 | Interim Leaders, Interim Industrial, Manufacturing, + Distribution Case Study, Interim Leaders Case Study, James Hickey, James Hickey Interim Case Study

The Company A Industry: Consumer Packaged Goods (CPG) A Entity Type: PE-Backed A Operating Region: U.S. A Size: $250M The PROBLEM With the company on a strong growth trajectory, leadership needed support to stabilize finance and guide strategic planning across...
Driving Deal Readiness: How an Interim CFO Enabled a Successful Sale for a Retail and Distribution Company

Driving Deal Readiness: How an Interim CFO Enabled a Successful Sale for a Retail and Distribution Company

by | Jun 26, 2025 | Interim Leaders, Interim Consumer Brands Case Study, Interim Leaders Case Study, James Hickey

The Company A Industry: Consumer Products A Entity Type: Privately Held A Operating Region: U.S. A Size: $30M The PROBLEM As the company prepared for a year-end sale under a Letter of Intent (LOI) with a private equity firm, they needed someone to lead due diligence,...
Streamlining Accounting Processes: How an Interim Accounting Leader Optimized Operations at a Growing PEO

Streamlining Accounting Processes: How an Interim Accounting Leader Optimized Operations at a Growing PEO

by | Jun 20, 2025 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Professional Employer Organization (PEO) A Entity Type: PE-Backed A Operating Region: U.S. A Size: $200M The PROBLEM Amidst growth through both organic expansion and mergers, the company identified a material weakness during its 2022 audit,...
Building HR from the Ground Up: How an Interim HR Leader Professionalized People Operations at an Aerospace Company

Building HR from the Ground Up: How an Interim HR Leader Professionalized People Operations at an Aerospace Company

by | Jun 8, 2025 | Interim Leaders, Interim Aerospace + Defense Case Study, Interim Leaders Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Aerospace + Defense A Entity Type: Privately Held A Operating Region: West Coast A Size: $10M The PROBLEM As the company expanded to a second location, it faced challenges scaling leadership and operational HR capacity. They needed support...
Stabilizing Financial Operations: How an Interim Controller Brought Clarity to a Medical Group

Stabilizing Financial Operations: How an Interim Controller Brought Clarity to a Medical Group

by | May 28, 2025 | Interim Leaders, Interim Healthcare + Life Sciences Case Study, Interim Leaders Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Healthcare Services A Entity Type: Privately Held A Operating Region: California A Size: $30M The PROBLEM Amid a transaction process, the company faced a strained accounting function marked by unreconciled accounts and inconsistent data. They...