Projects & Assignments

Finance Department Assessment & Development

Review of personnel, staffing levels, output expectations
Personnel re-organization
Standard process review and efficiency analysis
Closing cycle review and time table expectation
Financial system software integration review

Financial Software Systems Review, Set-up, Documentation, and Implementation

Review system capabilities and match with company requirements
Software capability review, implement existing capabilities to maximize effectiveness and utility
Establish processes and procedures to ensure compliance and efficiency of operations

Review and Establish Practical and Appropriate Internal Control Systems

Cash Controls
Limits of Financial Authority
Shipping & Receiving Process Controls
Customer & Vendor Billing Systems

Strategic Planning & Budgeting

Lead management team in strategic planning
Create annual budgets tied to strategic plan and management incentives
Set goals & measurements tied to budget and longer-term plan

Cash Flow Management and Control

Cash receipts forecasting
Cash disbursement forecasting
Vendor communication
Work Out planning and implementation
Debt restructuring

Production scheduling, operations efficiency, and, preventive maintenance

Maximize software capabilities and institute operations procedures
Introduce waste elimination processes (Lean and TOC)
Maintenance department staffing, efficiency, and preventative maintenance programs

General Management and Leadership

Provide support for business expansion including infrastructure “stress testing”
Provide management and oversight of business turnarounds
Back office operations efficiency
Modeling - Financial, pricing, labor efficiency, material yield
Assess and analyze profitability on overall business. Provide further profitability profiles for product lines, individual products, and by customer

New Business Acquisition

Identification, selection, and analysis of new business acquisition prospects
Due diligence
Work with attorneys through legal issues and document preparation

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