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

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

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

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...
Establishing Financial Stability: How an Interim Controller Brought Structure to a Non-Profit Life Sciences Organization

Establishing Financial Stability: How an Interim Controller Brought Structure to a Non-Profit Life Sciences Organization

The Company A Industry: Life Sciences A Entity Type: Non-Profit A Operating Region: California A Size: $50M The PROBLEM The organization lacked structure and rigor around accounting, reporting, and policies. The team required fundamental financial improvements,...
Navigating Complex Financing: How an Interim VP of Investment Management Transformed a Commercial Real Estate Company

Navigating Complex Financing: How an Interim VP of Investment Management Transformed a Commercial Real Estate Company

The Company A Industry: Commercial Real Estate A Entity Type: Wholly Owned Subsidiary A Operating Region: U.S. A Size: $1B The PROBLEM The incumbent Vice President of Investment Management was on an extended leave of absence, so the company needed an interim leader to...