Select Case Studies

Illustrative examples of services provided during previous client engagements

Fortune 1000 Provider of Digital & Physical Document Storage

12-Month Engagement

• Helped build robust processes for the FP&A team, including creating standard finance and accounting process documents and training materials for a newly formed company business unit

• Collaborated with business unit leaders on a special revenue growth project by creating presentations and financial models for funding requests, and developed revenue projections, expense estimates, and cash flows for each funding request submitted

• Assisted with general FP&A monthly close support, including developing presentations on monthly performance, identifying variances to budget, and meeting with business unit leads to discuss monthly results

• Performed headcount reporting and census analysis as it related to managing costs, building budgets, and planning for future hires

Publicly Traded Provider of Shared Coworking Office Space

10-Month Engagement

• Assisted senior management with workstreams related to recent M&A activity, including post-transaction headcount and accounting integration, and subsequent data clean-up

• Co-managed a team of accounting department personnel on a CEO-directed tax initiative, setting expectations and delegating and reviewing deliverables to achieve project goals

• Supported monthly revenue and expense accruals for a large construction project, as well as prepared presentations on project overview and completion status
  

Publicly Traded, Pre-Revenue Biotechnology Company

18-Month Engagement

• Overhauled the quarter close process, developed new reconciliations surrounding fixed assets, prepaid and accrued expenses, and accrued accounts payable, and implemented significant operational efficiency updates involving standardization of close processes and documentation

• Worked with company’s internal auditors and specialists to create and update controls over financial reporting to ensure adherence to Sarbanes-Oxley reporting requirements

• Improved the process for preparing quarterly and annual financial statements and footnotes, while streamlining tie-out procedures for greater efficiency and accuracy

• Project-managed improvements to the Accounts Payable department’s procurement process by implementing a more efficient method for receiving and addressing vendor communications and  managing workflow