Focus on interim CFO services for private equity owned entities. Key areas of expertise:

• Financial Reporting & Governance

  • Monthly financial packages and variance analysis (trailing twelve months, sequential tracking)

  • Board deck preparation and KPI/covenant monitoring

  • Multi-entity consolidation and intercompany accounting

  • GAAP/non-GAAP bridge reporting (Adj. EBITDA, working capital metrics)

  Cost Structure & Margin Optimization

  • Personnel cost benchmarking and headcount modeling (department-level KPI targets)

  • Operational cost reduction initiatives with measurable impact

  • Overhead allocation and shared services optimization across portfolio entities

  Debt Covenant & Liquidity Management

  • Covenant monitoring and early breach identification (springing covenants, step-downs)

  • Refinancing strategy and lender communication

  • Cash flow forecasting and runway analysis

  M&A & Carve-Out Support

  • Pre-acquisition financial due diligence

  • Post-close integration and day-one close accounting

  • Carve-out financials and historical earnout tracking

  • OBS and post close administration

  Strategic Reporting for Exits

  • SDE/EBITDA normalization for valuation support

  • Buyer-ready financial packages and working capital schedules

  • Management dashboards for operational improvement tracking (TTM trends, unit economics)

  PE-Specific Revenue Growth

  • Organic growth vs. cost reduction trade-off analysis

  • Add-on integration and synergy tracking

  • Pricing/margin analysis by revenue stream or business unit