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...
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...
Transforming Operations: How an Interim Executive Director Supported a Non-Profit

Transforming Operations: How an Interim Executive Director Supported a Non-Profit

by | Dec 2, 2024 | Interim Leaders, Interim Financial Services Case Study, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

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...
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...