PROVIDING FASTER, MORE ACCURATE,
REAL-TIME FINANCIAL ANALYSIS

CFO Assist prides itself on rigor, flexibility, and the results our team have helped to achieve. Founded on our principals’ 40 collective years of expertise in finance, investment advisory, and business development – at firms including Goldman Sachs, JP Morgan, Bear Stearns, BNP Paribas, and TowerBank – our clients are assured of being in very capable hands.
SEE HOW WE COULD ASSIST YOU

“CFO Assist helped us at Semah, an international fund, to set up our operations in the US by conducting due diligence, financially analyzing prospective deals, and being our point-person in NYC to source deals. We have worked with Joseph at CFO Assist since 2016 and continue to leverage his capabilities for future business.”

Claudio Valencia, CEO
Semah Capital

OUR SERVICES

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Interim Leadership

By taking companies’ financial data we create insightful information that allows the management and board to have instant and detailed knowledge of everything that is happening in their company. From returns per service or product, to sales by region from a specific salesperson or channel, or payment breakdowns by credit card and cash, the tools we provide allow clients to make decisive decisions. In real-time.

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Strategic Financial Planning & Analysis

Reliable and fast access to every facet of your business data is an invaluable tool. Using Datarails with current ERPs including JD Edwards, Sage, QuickBooks, Workday (and many more) we remove Excel's limitations for spreadsheet-based financial planning and analysis, reducing errors and inconsistencies, to deliver reliable and immediate access to accurate financial information so your data can work for you.

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CFO Assistance

We offer the support, tools, and guidance that allows a CFO to fulfill their role more effectively, helping them to communicate detailed data on the spot to their board, and deliver improved results. Our support can be offered either virtually, or on site, providing a sounding board to guide and offer strategic advice, or more technical accounting, KPI reporting, costings and modeling. Whatever the need, our team can be on hand daily, weekly, or monthly, to suit your requirements.

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CFO Technology

Using our wealth of experience we provide recommendations on a variety of ERPs, finding solutions that work for data visualization and big data analytics, including Tableau, Workday Adaptive Insights, and our partner Datarails.

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Transaction Execution

Our knowledge of banking services, as well as financial and tax due diligence, enables our clients to complete vital transactions efficiently, both domestically and internationally. As well as advising on the best execution mechanisms, we can also provide pricing strategies and analysis on target markets.

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Post M&A Financial Integration

Aligning multiple different ERPs and reporting mechanisms our team can ensure that post integration a new business entity can realize its full potential. By having a single reporting dashboard, a board will have all the tools they need so that post-merger a business’s success story is one that is about being stronger with combined capabilities.

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Assistance with Public Company or IPO Readiness

PMO services, technical accounting, SEC reporting requirements, and the preparation of MD&A and pro formas all need to come together to ready a business before going public. We feel that well ahead of an IPO a business should be in the position to trade as if they were pubic, knowing how to go beyond what a competitor might be doing in the market, and realizing that this gateway moment for a business has the power to be truly transformational.

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Capital Raises Assistance

We have decades of experience helping clients prepare for capital raises and can arm them with the tools they need to convey their strengths to any investor. We help with presentations, financial projections and term sheets and can also connect clients to a number of private equity partners.

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Controller Services and Technical Accounting

Our black book of scrupulous and dedicated technical accountants and accounting firms can ease the burden on a business when they are struggling to keep up with the day-to-day demands of financial reporting and management. In partnership with us, and through our trusted connections built over years, you can get on with the business at hand.

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Corporate Governance

Ensuring good governance and strengthening corporate reputation helps our clients lead from the top. Our advice on board structures, stakeholder and shareholder communications and the efficient delivery of performance metrics enables boards to function fully and effectively, knowing they have the support, guidance, and tools to help make the decisions that need making.

“CFO Assist helped us in our acquisition endeavors by providing quantitative and qualitative analysis of the prospect targets. Sandra's insight facilitated and enhanced our reach which proved its worth within weeks. Highly recommend Sandra and the CFO Assist team.”

Tal Kimmel, Co-Founder
Maven Court Partners

SELECT CLIENTS

LIFE SCIENCES

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REAL ESTATE

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FINANCIAL

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Private Equity

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Consulting clients

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Industry

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FIND OUT HOW WE CAN HELP YOU

    OUR SERVICES

    • Interim Leadership

      Our primary service provides CFO services, in an interim capacity or ongoing basis, to fulfill a crucial requirement of any business at a fraction of the cost.

    • Strategic Financial Planning & Analysis

      With our partner Datarails we connect clients to cutting-edge SaaS FP&A solutions that seamlessly integrate a variety of commonly used ERPs to provide tools for clear analysis and fast forecasting.

    • CFO Assistance

      Whether newly appointed or longstanding, many CFOs can benefit from a tailored package of assistance and strategic advice, allowing them to fulfill their role more effectively.

    • CFO Technology

      Every business is different, and the technology each requires needs to provide the information that is needed to drive growth and success – as well as being easy to use. Our wealth of expertise helps us find the right solution for you.

    • Transaction Execution

      By creating proformas, forecasts of waterfalls and tiers of capital structure, we enable efficient transaction execution.

    • Post M&A financial integration

      By taking multiple ERPs and reporting mechanisms our team can integrate them into one cohesive all-inclusive report that is automatable with the click of a button. By doing so we create reliable and consistent reporting at a vital point in any company’s success story.

    • Assistance with Public Company or IPO readiness

      Our IPO readiness advisory services include PMO services, technical accounting, help navigating SEC reporting requirements, and the preparation of MD&A and pro formas, so your business is ready and compliant to begin operating as a public company.

    • Capital raises assistance

      At the beginning of any business’s journey, finding the right investment is crucial. We have expertise in putting together presentations, financial projections, and term sheets to assist in raising capital which will set a business off with essential backing.

    • Controller Services and Technical Accounting

      Having worked with numerous technical accounting firms, we can collaborate with trusted partners to provide controller and technical accounting services.

    • Corporate Governance

      Ensuring good governance is key to a business performing more successfully and strengthening its corporate reputation. We independently advise on board structure, define and help communicate shareholders’ rights, and ensure the timely delivery of performance metrics, board decisions and all necessary ongoing financial reporting.