Interim Management Case Studies

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Client Type

Situation

Solution


Electronics Company
Our client acquired a subsidiary ofa global electronics company with operations in North America, European andAsia.  However the subsidiary lacked formal leadership and accounting/finance managers. Additionally the company had an ineffective methodology for integration and wanted to formalize this function for future platform acquisitions.
We assisted in filling the open interim CFO position as well as interim accounting and finance staff. As the treasury and forecasting lead, DSG spearheaded a number of initiatives including but not limited to  cash management and tracking, working capital tracking and optimization. Major improvements made to forecasting, budgeting processes and reporting.

Trade
Association
A trade association who’s mission it is to provide advocacy, training and certification for treasury professionals (Certified Treasury Professional) and corporate financial planning leaders (Certified Financial Planning & Analysis).  They were in the midst of significant membership growth and expansion worldwide and needed a more experienced CFO to lead them through some important transactions and operational improvement programs.
Performed standard CFO function fora $40M annual dues association. Complexities included managing the for-profit acquisitions of two UK based media companies. Improved dramatically the financial close and reporting process. Worked closely with Board AuditCommittee on investments and events. Changed the banking relationship and improved the line of credit (revolver).  Revamped the board reporting and dashboard and planning process. Assisted in obtaining a corporate card and streamlined expense reporting.
Client type: Electronics Company

Situation

Our client acquired a subsidiary of a global electronics company with operations in North America, European andAsia.  However the subsidiary lacked formal leadership and accounting/finance managers. Additionally the company had an ineffective methodology for integration and wanted to formalize this function for future platform acquisitions.

Solution

We assisted in filling the open interim CFO position as well as interim accounting and finance staff. As the treasury and forecasting lead, DSG spearheaded a number of initiatives including but not limited to  cash management and tracking, working capital tracking and optimization. Major improvements made to forecasting, budgeting processes and reporting.
Client type: Trade
Association

Situation

A trade association who’s mission it is to provide advocacy, training and certification for treasury professionals (Certified Treasury Professional) and corporate financial planning leaders (Certified Financial Planning & Analysis).  They were in the midst of significant membership growth and expansion worldwide and needed a more experienced CFO to lead them through some important transactions and operational improvement programs.

Solution

Performed standard CFO function fora $40M annual dues association. Complexities included managing the for-profit acquisitions of two UK based media companies. Improved dramatically the financial close and reporting process. Worked closely with Board AuditCommittee on investments and events. Changed the banking relationship and improved the line of credit (revolver).  Revamped the board reporting and dashboard and planning process. Assisted in obtaining a corporate card and streamlined expense reporting.
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