CFO Essentials
Financial Leadership
- Executive KPI & Financial Health Review: Identify emerging risks and opportunities
- Actual-to-Plan Performance Analysis: Understand where results are trending off course
- Quarterly Profitability Review: Focus management on key margin drivers
Program Performance
- Project or Program Health Review: Identify performance concerns before they grow
- Contract Margin Assessment: Improve visibility into profitability drivers
Deliverables
- Quarterly Business Review: Align leadership around priorities and results
- Quarterly Variance Analysis: Highlight areas requiring management attention
- Leadership Review Meeting: Provide an independent CFO perspective
Key Outcome: Executive visibility into financial performance, profitability trends and strategic risks without the cost of ongoing operational support.
CFO Advantage
Financial Leadership
- Everything Included in CFO Essentials: Delivered through an enhanced monthly advisory cadence
- Monthly Financial Performance Review: Improve visibility into business performance
- Rolling Forecast Development & Maintenance: Increase confidence in future results
- KPI Dashboard Reporting: Track the financial and operational metrics that matter most
- Cash Flow Monitoring: Anticipate future liquidity needs
Profitability & Program Performance
- Monthly Program Profitability Reviews: Identify margin erosion earlier
- Contract & Project Margin analysis: Improve understanding of financial performance
- Performance Trend Monitoring: Support proactive management actions
Deliverables
- Monthly Operating Review: Align financial and operational performance
- Variance Analysis & Recommendations: Focus management on corrective actions
- Forecast Updates: Improve planning accuracy
Key Outcome: Recurring insight into financial performance, forecasting accuracy and program profitability to support informed growth decisions.
CFO Premier
Financial Leadership
- Everything Included in CFO Advantage: Expanded through a higher-touch strategic advisory relationship
- Strategic CFO Collaboration: Strengthen executive decision-making
- Long-range Planning and Growth Analysis: Support future expansion
- Advanced Scenario Modeling and Forecasting: Evaluate key business decisions before acting
Profitability & Program Performance
- Portfolio-level Contract Reviews: Understand enterprise-wide profitability
- Strategic Risk Assessments: Identify issues before they affect performance
- Executive Performance Reporting: Improve accountability and visibility
Deliverables
- Executive Dashboard Package: Provide actionable business intelligence
- Quarterly Strategic Business Review: Connect financial performance to business goals
- Board and Investor Reporting Support: Communicate results effectively to stakeholders
Specialized Government Contracting Advisory Support as Needed
- Program control and profitability management
- Pricing and cost strategy
- DCAA, DCMA, FAR and CAS compliance
- Indirect rates and cost structures
- Contract management
- Business systems and technology
- Finance transformation
Key Outcome: A scalable extension of the executive team providing strategic financial leadership, profitability management and portfolio oversight.
Additional Services
The following services may be added to any advisory level or provided as standalone projects. They are scoped and priced separately, so the recurring CFO relationship remains focused on financial leadership, profitability and program performance.
Pricing & Proposal Support
- Proposal pricing and cost-volume reviews
- Pricing strategy and competitive positioning
- Cost model and rate-card development
- Basis of estimate and proposal risk reviews
Financial Planning & Analysis
- Annual operating plan development
- Long-range financial planning
- Advanced scenario and cash flow modeling
- Growth and acquisition analysis
Program & Project Support
- Program recovery support
- Program profitability deep dives
- Project control and PMO advisory
- Portfolio performance assessments
Executive Reporting
- Board and investor reporting packages
- Executive dashboard development
- Lender reporting support
Strategic Advisory
- M&A and financial due diligence support
- Integration planning
- Finance transformation initiatives
- Financial system and reporting optimization