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...
Embracing Change: Post-ERP Implementation Project Manager Resolves Challenges + Transitions Team to New System

Embracing Change: Post-ERP Implementation Project Manager Resolves Challenges + Transitions Team to New System

by | May 10, 2024 | Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Manufacturing A Entity Type: Privately Held A Operating Region: West Coast A Size: $100M DOWNLOAD PDF The PROBLEM The company recently implemented a new ERP system and employees had started creating workarounds to the new system. Leadership...
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...