Financial and business results

Accounting and financial controls

Put in place accounting and financial systems that not only create reliable, up-to-date reporting, but also prevent surprises and provide the data and analytics the leadership team needs to manage the business effectively.

Forecasts, budgets and modeling

Develop cross-company forecasting capabilities that enable ongoing adjustments to P&L and balance sheet forecasts, as well as budgets, based upon operational progress throughout each year.

IPO or other exit preparation

Include potential documentation, data, analytics and other requirements needed for an IPO or exit as early as practicable, including when possible in the development of capabilities across the business.

OKRs and dashboards

Leverage performance metrics and dashboards to enable the company overall, leadership team, functional groups, and individual team members to stay focused, understand their goals, measure progress, and make adjustments as needed.

Optimizing capital structure

Define the optimal capital mix that enables the company to access the least expensive capital while balancing risk and shareholder value.

Strategic finance

Build a sophisticated strategic finance capability as company matures, evolving from basic accounting and reporting, to enabling management decision-making, and eventually optimizing capital use.