Interim Finance Manager Recovers $2M in Aged Receivables
Situation A supplier to a $34B national grocery chain had nearly $3M in aged receivables. The backlog grew after the retailer launched a new invoice portal—without training the supplier’s finance team. Invoices over 90 days old were misrouted, rejected, or delayed, which strained cash flow, damaged the customer relationship, and risked non-compliance with the supplier’s […]
Turning Efficiencies into Earnings: 7 Proven Strategies to Turn Operational Gains into Profit
From Efficiency to Earnings—Fast Margins are tight. Pressure is high. This white paper outlines seven proven strategies to turn operational efficiency into bottom-line impact—within weeks, not quarters. Built on real work with Fortune 500 and growth-stage companies, each play targets a critical part of the value chain, from receivables to pricing to team productivity.
$12M Working Capital Improvement for Manufacturing Client
Situation A publicly traded food and beverage packaging manufacturer was facing escalating AR challenges that put cash flow and compliance at risk. Core receivables processes—spanning invoicing, collections, credit reconciliation, and reporting—were outdated, fragmented across multiple systems, and lacked accountability. Customer relationships began to suffer, internal audits flagged material weaknesses, and the company’s receivables securitization program […]
45-Day PE Leadership Alignment
Situation A private equity–backed home services company was entering a phase of rapid growth under a newly formed leadership team. The executives were a mix of seasoned leaders and newer, less experienced hires. While individually capable, they hadn’t yet gelled as a unit. Working relationships were inconsistent, trust was uneven, and collaboration across the team […]
Interim CFO Stabilizes $600M Manufacturer Post-Merger
Situation When a publicly traded industrial packaging manufacturer acquired a nine-figure private company, they knew integration would take time. What they didn’t anticipate was how much financial restructuring would be required. Post-merger, financial systems were outdated, cash management was fragmented, and key processes were disconnected. On top of that, significant attrition left the finance team […]
Finance Turnaround Mitigates $40M in Risk
Situation Following the acquisition of a nine-figure private company, a $2B publicly traded industrial packaging manufacturer faced severe finance and operational breakdowns. The finance function was leaderless, fractured across three ERPs, and operating with just 3 out of 13 key positions filled. Critical accounts receivable (AR) functions—including invoicing, collections, credit reconciliation, and reporting—had been abandoned […]
Remediated OPEX overspend for a $50B business unit
Situation The Chief of Staff for a C-level executive was responsible for OPEX and resource planning for a $50B+ business unit inside a global enterprise. His team did not have a finance lead to take responsibility for planning and tracking this portion of the budget. Left without the support of a finance lead or internal […]