Interim Financial Management Services

Leverage Interim Financial Services to Turn Critical Transitions into Growth

Periods of transition put pressure on finance teams, leadership, and decision-making. Whether driven by a sudden leadership gap, rapid growth, or organizational change, these moments demand experienced financial leadership that can stabilize operations and guide the business forward.

8020 Consulting provides interim financial management services that deliver immediate stability, restore clarity, and position organizations for sustained performance. Our interim financial leaders are strategic operators who execute, not temporary staff filling a seat.

TRUSTED BY INDUSTRY LEADERS

Experts to Solve Your Most Difficult Financial Challenges

8020 delivers experienced interim financial leadership during high-stakes transitions when confidence, continuity, and performance matter most. Our senior finance leaders step in quickly to stabilize teams, maintain stakeholder trust, and improve financial operations, team effectiveness, and decision-making.

Clients rely on 8020 because our interim financial experts bring judgment, presence, and accountability during moments when leadership matters most.

 

20+Years
Avg. Operator Experience

100+
Full-Time Consultants

12+
Years in Business

1,600+
Projects Completed

In The Middle of A Critical Transition? Speak With Us To Get Your Interim Leader Fast!
8020 Consulting

How Do Our Interim Finance Leadership Solutions Differ

When leadership gaps or organizational disruption threaten momentum, 8020 provides expert interim financial leaders to restore continuity, drive clarity, and improve performance fast.

Why Companies Trust 8020

  • Fast deployment of seasoned finance professionals with Big 4 and Fortune 500 credentials
  • Proven diagnostic approach across teams, reporting, processes, and systems
  • Deep expertise supporting high-stakes transitions, carve-outs, and rapid change

Our interim financial managers operate as objective advisors who are hands-on leaders, integrated into your organization and its needs.


Our Interim Financial Management Approach

8020 interim financial management services follow a structured, execution first approach designed to stabilize operations, diagnose challenges, and elevate performance.

01

Stabilize

Secure core accounting, reporting, cash flow management, and internal controls to restore confidence and continuity.

02

Diagnose

Assess team structure, processes, systems, and performance gaps to identify root causes and risk areas.

03

Improve

Implement best practices, optimize workflows, and strengthen financial oversight and governance.

04

Transition

Prepare teams, documentation, and leadership for a smooth handoff to permanent finance leadership.

What Our Interim Financial Services Deliver

Interim financial management delivers more than short-term coverage. Clients gain durable outcomes that strengthen the organization.

  • Continuity in accounting, reporting, and cash flow management
  • Improved visibility, controls, and decision-making
  • Alignment of finance operations with strategic business goals
  • Clean transition to permanent hires with documented processes and training

Interim Financial Management Services Benefits

Interim financial management services provide fast, strategic support during periods of change. By leveraging experienced finance leaders on an interim basis, organizations maintain stability, optimize operations, and gain insight without the delay of a long hiring process.

Check

Add Decades of Operational Excellence

Each Interim Controller brings Big 4 CPA expertise combined with real-world execution. You gain deep, role-specific knowledge that enhances processes, elevates team performance, and delivers results from day one.

Check

Guaranteed Business Continuity

Maintain lender, investor, and leadership confidence. Our interim financial managers help prevent compliance issues, protect institutional knowledge, and minimize disruption or turnover during transition.

Check

Interim Support That Transcends Crisis

Interim support should do more than bridge gaps. Our consultants turn disruption into an opportunity to elevate financial functions, strengthen teams, and prepare organizations for growth.

Check

Partners, Not Just Consultants

8020 interim leaders work collaboratively across executive teams and finance organizations to understand your business, align priorities, and deliver results that last.

How Our Interim Financial Leaders Help

Interim Financial Management Services are part of 8020s broader finance leadership and advisory ecosystem::

We Operate Differently | We’re Built On Successful Outcomes, Not Just Theory

Our proven consulting model sets us apart from the market. Our core operating directives below make us different, better.

Proven Experts
Proven Experts

Senior level finance leaders with real world technical and operational experience.

Accelerated Impact
Accelerated Impact

Fast ramp up and immediate value with the right expert driving results from day one.

Direct Execution
Direct Execution

No handoffs. No downgrades. The consultant you meet is the consultant executing the work.

"8020 was crucial for RealD in developing a financial model for technology IP monetization and guiding our ERP selection process. Their work is thorough, executive-ready, and their team effectively implements recommendations."

⭐⭐⭐⭐⭐ | Jeff Spain | CFO, ReaID

"8020 was key in overhauling our budgeting process at 72andSunny and provided crucial support for system implementations like Workday and Oracle."

⭐⭐⭐⭐⭐ | Jordan Toplitsky | CFO, 72andSunny

"The team at 8020 have supported me across three companies, including managing our NetSuite implementation at Edgecast, integrating billing systems post-acquisition by Verizon, and overseeing our HQ relocation."

⭐⭐⭐⭐⭐ | John Powers | CFO, Tithe.ly

"8020's consultant brought a proactive approach to every challenge, consistently exceeding expectations while strengthening our team dynamic. I highly recommend 8020 for their skilled professionals who deliver immediate value and elevate any team."

⭐⭐⭐⭐⭐ | Lindsay Terifay | VP, Controller - Fandango & NBC Sports

Meet Some of Our Experts

All the right skills, real-world experience, & high EQ leadership to ensure your success.

Interim Financial Management Resources

Access practical, service specific resources designed to support finance leaders navigating transition, change, and growth.

cfo checklist-1-1 1

The Definitive Checklist for CFOs Starting a New Role

Navigate your first 90 days as a new CFO with confidence using this comprehensive checklist designed to set you up for success

Accounting-Department-Health-Check-1-1-Sep-26-2024-02-03-06-4149-PM 1

Accounting Department Health Check

Dive into 12 core disciplines of high-functioning accounting departments, with additional context related to behaviors & processes

Financial-Reporting-Whitepaper-Thumb-1 1

Financial Reporting & Analysis Whitepaper

 

Learn about financial reporting & analysis solutions that can bridge the implementation time gap and keep pace with business demands

pledge_badge_text

Our Promise

The 8020 Commitment

We’re committed to delivering meaningful impact, fast.

Our consultants bring the expertise and focus to create measurable value from day one. And if expectations aren’t met, we don’t stand still, we collaborate, adjust, and ensure we deliver on the value we promised.

Interim Financial Management FAQs

Answers to your most frequently asked questions.

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Interim Financial Management Services provide experienced finance professionals on a temporary basis to support organizations during times of transition, rapid growth, or operational change.

These services typically cover leadership roles such as interim CFOs, controllers, or FP&A leads, and are designed to maintain stability, ensure continuity, and implement improvements while long-term solutions are developed.

An example of Interim Financial Management is when a company experiencing a CFO departure engages an interim executive to manage financial operations, oversee reporting, and guide strategic decisions during the search for a permanent hire.

This approach ensures business continuity and helps maintain momentum through leadership change.

Interim financial management services are available for roles such as:

  • Chief Financial Officer (CFO)
  • Controller
  • FP&A Lead
  • Treasury Specialist

Yes, Interim Financial Managers can support the hiring process by defining job responsibilities and role scope, screening and evaluating candidates, providing input on final selection, and assisting with onboarding.

Their experience helps identify candidates who align with long-term business needs.

Interim financial management services are available across industries and business sizes, ranging from startups and growth-stage companies to mid-market and enterprise organizations.

Popular verticals are technology, healthcare, consumer goods, and more. Each engagement is tailored to sector-specific needs and operational complexity.

Typical contracts for Interim Financial Managers range from 3 to 9 months, depending on project goals. Contracts are designed to adapt to evolving business needs.

Consider an Interim Financial Manager if your organization is experiencing:

  • Leadership transitions or vacancies
  • Rapid growth or scaling needs
  • New system implementation
  • Compliance or audit preparation
  • Gaps in financial reporting or operations
An Interim Financial Manager typically handles:
  • Overseeing daily financial operations
  • Implementing process improvements and controls
  • Managing reporting, budgeting, and forecasting
  • Leading or mentoring finance team members
  • Supporting audits, compliance, and transitions

Responsibilities are tailored to organizational goals and project scope.

Interim financial management services provide experienced finance leaders on a temporary basis to stabilize operations, guide transitions, and improve performance during periods of change.
Interim financial management may include interim CFOs, Controllers, finance directors, and senior finance leaders depending on organizational needs.
Engagements vary based on complexity and need, typically ranging from a few months to longer term transitions.
Yes. Interim leaders often assist with evaluating needs, supporting the hiring process, and ensuring a smooth transition.
If leadership gaps, operational disruption, or strategic change are impacting finance performance, interim support may be the right solution.
Responsibilities include stabilizing operations, improving reporting and controls, guiding teams, and supporting leadership decision making.
Interim financial management is the right solution when your organization faces:
  • Sudden CFO or Controller departure
  • Rapid growth or organizational change
  • Mergers, acquisitions, carve outs, or restructuring
  • Reporting, cash flow, or control challenges
  • Need for experienced leadership before hiring permanently
Interim financial leadership delivers the most value for organizations experiencing complexity or transition, including:
  • Companies navigating leadership changes
  • Organizations under investor, lender, or audit pressure
  • Finance teams lacking senior guidance
  • Businesses preparing for growth, transactions, or transformation

Additional Deep Learning

Read any of the related articles below to deepen your learning today.

Your Corporate Finance & Accounting Challenges ...Solved

 

Leverage the industry’s most skilled accounting &
finance consultants to help you solve any challenge

  • Instantly fill your gaps & drive performance
  • Extend your team with INsourced experts
  • Optimize accounting infrastructure & efficiency
  • Save money & get projects done right and on time