Interim Financial Management Services

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.