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 […]
$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 Core receivables processes—spanning invoicing, collections, credit reconciliation, and reporting—were outdated, fragmented across multiple systems, and lacked accountability.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 […]