Interim Cfo / Senior Consultant
Current- Engaged as a consultant to work with private equity clients and their portfolio companies until they place a permanent CFO and then to ensure a smooth transition to the newly hired CFO.
- Serves as interim CFO with companies newly acquired by a private equity client as well as to bridge the gap between an outgoing CFO and their replacement.
- Produced closing adjusting journal entries and final closing balance sheet for the purchase accounting and rolled forward their Quality of Earnings report from year-end to acquisition date for a newly acquired company.
- Documented and reviewed existing accounting processes and internal controls and suggested improvements where needed.
- Reviewed and evaluated existing ERPs to make recommendations about whether to go continue with existing systems or to initiate the selection process for replacement systems.
- Prepared Excel-based monthly financial reporting templates to use for reporting to PE and lenders.
Mar 2023 - Present
