Key management turnover doesn’t have to be a threatening proposition.
Every instance of management turnover is an opportunity to re-evaluate the position and realign responsibilities and mandates with organizational objectives. And this recalibration needs to take place before a replacement is hired.
Regardless of your company size, we can help you with:
We can triage the departing employee’s responsibilities, fill the role and support the search for a permanent hire.
We can offer third-party perspective on performance, redefine expectations, define KPIs and rewrite the job description if needed.
We can identify gaps in your organizational structure, collaborate on job descriptions and support the search for candidates.
Instead of turning to HR for transition management, contact 8020.
Every industry with a future is changing at a rapid and accelerating rate. So are the reporting and analytical needs of every company, and the tools available to do our work.
For every newly vacated role, the position description should have evolved significantly since the last hire. Failing to capture this evolution through an intentional recalibration process is not only a disservice to the company, but also to anyone hired into the role. Our team can offer interim support at these levels:
- VP Level
- Senior Manager or Manager
- Senior Staff or Analyst
We have an innovative approach to interim financial management.
Our intentional process helps you rethink what you need for your next hire.
Train with the incumbent on the “as is” processes prior to departure, if available
Align company and departmental objectives with the work being performed
Recommend and implement changes based on aligned expectations and goals
Support the creation of a new, recalibrated position profile and participate in the interview and selection process
Retrain other department staff as needed
Create new written desk-level procedures for the role and department
Train the incoming new hire on the reconstructed role and ensure a smooth handoff before departing
Past Interim Financial Management Projects
Interim Controllership for $100M, PE-Backed Tech Company
Transition Controller for a $100M, PE-backed Technology company. Prepared business requirements for upgrade to SaaS-based Accounting/ERP software package, set up accounting processes, sales reconciliation and process improvements for a new company.
Interim Controllership for $200M Entertainment Company
Transition Controller for a $200M Entertainment company focused on Distribution of Film and TV content. Created an automated consolidation model and implemented a new monthly close calendar.
Interim Controller During Bankruptcy Process
Interim Controller for a Cloud Infrastructure and Website hosting company throughout the bankruptcy process. Prepared monthly operating report for the bankruptcy court and led weekly cash management.
Interim Director of Financial Reporting & Compensation Accounting
Transition Director of Financial Reporting and Compensation Accounting for a public real estate company. Recommended and implemented an external cloud-based software solution for equity compensation calculation, EquityEdge.
Real Estate Developer Interim CFO
Served as CFO for a Real Estate Developer specializing in high-end custom homes, including the implementation of a comprehensive budgeting and financial reporting package for three distinct business lines: real estate development, rental property management and brokerage.
Revenue Team Management for $500M Tech Company
Managed revenue team for a publicly traded, $500M technology company, including expediting the company’s global monthly, quarterly and year-end close processes to remediate material weaknesses surrounding internal controls.
Interim Controllership for VC-Backed, Pre-IPO Tech Company
Transition Controller for a VC-backed, pre-IPO technology company with a multi billion-dollar valuation. Led process reengineering of a variety of accounting processes, the build-out of a NetSuite ERP improvement roadmap and the completion of a Workday HRIS implementation.
Interim CFO for Aerospace Company
Interim CFO for a PE-backed aerospace company. Led a carve-out of a major business unit to establish a standalone entity, implemented a variety of Oracle modules and improved policy and process across the accounting organization.
Northan American Interim Controller for Digital Marketing Company
Transition North American Controller for a publicly held digital marketing company. Redesigned the month-end close process, implemented the Oracle cash management module, Excel4Apps GL wand and improved revenue recognition policies.
Interim Controller for Entertainment Consolidation
Transition Controller for an Entertainment company in the Multi-Channel Network business, responsible for the consolidation of 16 subsidiaries after they were acquired by a publicly traded parent company in Europe.
Director of Internal Audit for Public Digital Marketing Company
Served as Director of Internal Audit for a publicly held digital marketing company while completely redesigning the company’s worldwide SOX scoping and testing process for Entity Level Controls (ELC), IT General Controls (ITGC) and business processes.
Interim Director of Financial Reporting
Performed Director of Financial Reporting duties for a quarter including the preparation and filing of the quarterly financial statements using WDesk.
Interim Controller for Production Company
Transition Controller for a $150M, PE-held Entertainment production company including management of day-to-day cash, weekly and monthly cash flow forecasting.
Sr. Director FP&A and Sr. Financial Analyst Role
Served in combined Transition Senior Director FP&A/Senior Financial Analyst roles for a $200M+ high-end fashion apparel company which operates wholesale, retail store and ecommerce businesses. Rebuilt and operated several financial models that gathered and processed raw trial balance data and department manager forecasts for monthly Board reporting.
Interim VP of Finance for TV Network
Served as Interim VP of Finance for a Cable TV Network while simultaneously assuming responsibility of vacated VP of Programming and Production and SVP Finance positions.
Interim CFO for Commercial Bakery
Transition CFO for a highly innovative commercial bakery; responsible for directing the company’s financial performance and setting administrative policy. Provided financial oversight of capacity expansion project, which tripled the production capacity of the business.
Interim Controller for Specialized Entertainment Company
Transition Controller for a private-equity-held, specialized Entertainment company, managing all accounting operations including A/R, A/P, G/L, Payroll and Revenue Recognition.
Interim Assistant Controller for International Publisher
Transition Assistant Controller for a $300-million international publisher of journals, books and electronic media. Provided recommendations for comprehensive restructure of the entire Finance department, including development of staffing plans, reallocation of responsibilities, recruiting of qualified personnel, on-boarding of new hires and identifying the need for a new GL system.
Interim CAO for Global Public Company
Interim Chief Accounting Officer for global, $320M, public company , reported directly to the CFO. Led the accounting organization of over 40 employees during a financial turnaround and sale to a strategic buyer, including operations in North America, Europe, Latin America, India and Asia-Pacific regions.
SEC Reporting Director for $230M Public Comany
Served as SEC Reporting Director overseeing the SEC reporting for a $230 million public company, including published earnings tables, Form 10-K, Form 10-Q, XBRL and Proxy Statement, interacting with external legal counsel and senior-level stakeholders across the organization to complete the comment and review process through filing.
Interim Director of Financial Reporting
Transition Director of Financial Reporting providing guidance on annual and quarterly filings for a newly public company.
Interim Cost Accounting Director
Transition Cost Accounting Director for an international publisher of journals, books and electronic media, managing the entire cost accounting function, including Work in Process, Amortization of labor costs, Overhead allocations, Cost of Sales, Inventory valuation, Freight on Board, Returns Reserve, Inventory Obsolescence Reserve, etc.
Interim CFO for Public Advertising Agency
Interim Chief Financial Officer for a highly respected and public Advertising agency, shepherding the team through year-end internal and external audits, while simultaneously providing post-go-live hyper care for two critical systems implementations.
get in touch
Contact us to explore how our team of 120+ Consultants can augment your internal finance and accounting teams, create strategic bandwidth, drive mission-critical projects or manage unexpected departures.