The Company A Community Development A Entity Type: Non-Profit A Operating Region: East Coast A Size: $8M The PROBLEM The incumbent Executive Director retired, leaving a need for an interim leader to assess operations, develop a plan to maximize staff potential, and...
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...
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...
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...
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...
The Company A Industry: Credit Union A Entity Type: Member-Owned Non-Profit A Operating Region: Southwest U.S. A Size: $3B DOWNLOAD PDF The PROBLEM The Chief Financial Officer left the credit union in the middle of a pivotal change in their growth strategy, focusing...
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