What keeps you up at night?
Finance team turnover / CFO turnover
The Board is asking for easy-to-understand financial presentations
Are we profitable and cash flow positive?
Budgets incomplete or don’t exist
Which customers/segments are profitable?
Where is our money being spent?
Monthly analysis on results - needs improvement (i.e. comparison to budget, trending, metrics)
How do we compare to our industry / competitors?
Do you want or need to upgrade or change your accounting / ERP / MRP software and don’t have the time to lead the project?
Translating Finance Into Business Insight
Services Offered
Delivering key insights and guidance on business strategy, profitability, cash flow, risk management
Leadership and Management guidance for Accounting/Finance teams and executive leadership
Assist with strategy development, acquisition integration, M&A implications
Analysis by translating financial results into business operations insight, using key business indicators, budget variances, trending
Forecasting, budgeting, and financial modeling
Cash management and forecasting
Projects: ERP/software implementations, facilities changes or additions, business processes
“Heather worked with my team closely providing much needed support with budget analysis and financial forecasting. The staff had various levels of budgetary experience. Her well-rounded approach and business-based guidance provided a solid framework from which the leadership team was able to lay plans for the future of the company.”
“I met Heather in January of 2016. The company was struggling. My prior CFO had abruptly resigned the month before, and I had barely avoided bankruptcy by selling assets. The books were not at all as they were represented to me, and financial controls were non-existent.
Heather quickly assessed the situation, got her hands “dirty”, and three months later we were able to feel confident about accuracy and quality of the financial statements, including the impact of the assets sold. Heather took charge and ran point on building a forecast, defining and hiring an Accounting team, the banking relationships, accounting relationships, and other important partnerships.
Because of Heather’s outstanding work, we were able to position the company for sale to a Private Equity group that closed 10 months after Heather joined the company. She worked tirelessly to make sure the transaction was consummated. She professionally transitioned the financial aspects of the company to the new ownership group.
In addition to her excellent financial acumen, Heather has a broad sense of appropriate business practices and creative problem solving. Heather is straightforward, ethical and will be an asset to your organization should Heather decide to roll up her sleeves for you!”