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SERVICE OFFERINGS AND EXPERTISE

2018 GUIDE TO THE OFFICE OF THE CFO

Service Offerings and Expertise

Accounting and Reporting

• Month end close process and efficiencies
• Internal management reporting
• External SEC Reporting
• Regulatory Reporting & SOX compliance
• Internal and External Audit Support

Finance and Operational Systems

• Functional lead in implementations or upgrades
• Current state system and data configuration assessment and recommended future state enhancements
• Writing and execution of text scripts
• Financial report design using system or bolt-on tools
• Identification and implementation of process automation

Planning & Analysis

• Budgets and forecasts
• Profitability analysis by customer, product, channel
• Supply chain optimization analysis
• Cost analysis and reduction opportunities
• Financial model creation

M&A and Divestiture Support

• Manage data room for due diligence activities
• Due Diligence Execution
• Valuation Analysis
• Pro Forma Financial Statements
• Carve out financials for divestiture or spin off

Project Management

• Business requirements, scope analysis and charter creation
• Creation of detailed project plan, communication plan, resource plan, risk analysis and mitigation plan
• Coordination of execution with subject matter experts
• On-going communications and reporting with stakeholders
• Change management support

Acquisition Integration

• Transition newly acquired entity to new general ledger, financial reporting system and ERP
• Train new entity finance and operational staff and leadership on new policies and procedures
• Revamp existing budget and financial reporting to include new business entity

Process Creation & Re-Design

• Best practice recommendations for end to end processes
• Creation of business case supporting process change
• Implementation and execution on recommended improvements
• Alignment of functional process and system capabilities
• Current” and “future state” assessments, narratives and illustrative work flows

Interim Management

• Backfill of openings due to FTE movement onto dedicated project work
• Interim role fulfillment – from Sr. Accountant / SFA to controller / Director / VP

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