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...
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...
Bridging the Gap: How an Interim Controller Stabilized Finance During a Critical Transition

Bridging the Gap: How an Interim Controller Stabilized Finance During a Critical Transition

by | May 15, 2025 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Specialty Contracting A Entity Type: Privately Held A Operating Region: Western U.S. A Size: $150M The PROBLEM During a period of rapid growth, marked by two acquisitions and securing a new revolving credit facility, the company faced the...
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...