o Create Reporting to provide transparency, insights and informed decision making.

• Define KPI’s
• Establish ‘Adjusted EBITDA’
• Create Reporting Packages (Mgmt, PE, Board, Lender)
• Reduce month-end close / reporting timeline
• Implement Review Cycle

o Improve cash management by implementing reporting & process.

• 13 week cashflow
• A/R Collections process & actions
• A/P process & actions
• Eliminate waste or low ROI spend

o Design and drive Planning processes to provide insight and drive accountability.

• 3 Statement Lender Budget
• Annual Budget
• Sales/Pipeline Forecast process
• P&L Forecast process
• 5 Year Strategic Plan

o Identify & evaluate cost-effective technology solutions to optimize efficiency and effectiveness

• Propose technology Roadmap (ERP, HRMS, Travel, etc)
• Review and assist in system selections
• Assist in system implementations

o Address priority accounting issues to enable Audit readiness & Covenant compliance.

• Balance Sheet review & clean-up
• GAAP Cash flow creation
• Support Accounting Audit readiness (Purchase Accounting, ASC 606 implementation, etc)

o Build a high-performing Finance team & implement a culture of accountability.

• Assess org. capabilities and design future state
• Assist in hiring process
• Collaborate with HR on implementing high-performance, people-focused culture (development plans, mentors, annual review cycle, etc)

o Develop Policies & Controls to incentivize the team, manage cost and mitigate risk.

• Pricing process (O2C)
• Procurement process (P2P)
• Incentive Comp policies (Bonus, Equity, Commissions)
• Vacation, T&E, etc policies