CFO and C-Suite Interim Management
Times of transition often dictate the need for a part-time or interim CEO, CFO, CRO, or other C-suite executives for entrepreneurial and middle-market companies. Distressed situations, high growth, and other circumstances require experienced executives to seamlessly assume leadership and implement quick change. When a management solution is required to handle complex or urgent strategic, operational, or financial issues Avant® Advisory Group can be the proven solution.
Avant® provides seasoned, certified and other credentialed financial and operational experts who have had many years of senior management experience obtained with large- and middle-market companies. Our management consultants bring interim leadership to troubled companies – analyzing profitability, realigning operations, reducing costs and expenses, minimizing cash, reducing working capital, and maximizing asset utilization.
Our experts move quickly, objectively, and thoroughly to immediately integrate into a company to assess challenges, pursue opportunities, and mobilize the right resources to solve problems and maximize results.
Our senior management skills and interdisciplinary capabilities include:
Accounting and Financial Reporting
- Assessing internal and external financial reporting system and processes
- Revamping reporting procedures and controls
- Developing reporting packages
- Complying with GAAP, SEC, IFRS
- SEC filings: Forms 10-K, 10-Q, S-1, 8-Ks, etc.
- Management’s Discussion and Analysis (MD&A)
- Financial audit planning and coordination.
- Costing system assessment
Planning and Analysis
- Strategic planning
- Multi-year operating plans
- Short and long-term financial forecasting
- 13-week cash flows forecasts
- Rolling forecasts and projections
- Performance improvement assessment
- Cash and working capital management
- Expense reduction
- Profitability analysis by customer, product line, channel, geography
- Acquisition and disposition analysis
- Key performance indicators, dashboard metrics, competitive benchmark development
- Capital structure evaluation
Internal Control Documentation and Redesign
- Documentation of processes in narratives and flowcharts
- Assessment of internal controls
- Recommendations for improvement and control remediation
- Implementation of and staff training regarding recommendations
- Monitoring of system of internal controls
- Sarbanes-Oxley compliance and assessment
Additional CFO and C-Suite Interim Services
- Audit committees, boards of directors, executive committee
- Corporate governance assessment
- Interim management services
- Capital raising
- Interface with third party professionals – attorneys, auditors, investment bankers
- Develop/maintain lending and investor relationships
- Coordinate capital market transactions
- Cash management system reviews
- Assistance with systems selection and implementation
- IT diligence
- Pre-IPO/public company preparation
- Risk assessment and analysis
Insights & Resources
“They that have no guidance fall like leaves: but in much counsel there is safety.”
Proverbs 11:14 (BST)
