JSRoberts Consulting, LLC

CFO Services and Financial Consulting on a Project, Part-time or Interim Basis

As your Interim or Part-time CFO, I can support your business so you can get on with yours. Here is what I can do:

 

Act as an Advisor and Finance Business Partner to the Senior Leadership Team

  • Developing and Implementing Strategy
  • Assisting with Financial Plans and Economic Model Development

  

Manage Internal and External Stakeholder Relationships

  •  Finance and Accounting Staff
  •  Board of Directors
  •  Investors
  •  Lenders
  • Outside Professionals (e.g., Tax, Audit, Systems Integrator)
  • Bench Strength at Inside or Outside Meetings 

  

Lead and Oversee Business Planning and Performance Management

  • Strategic Plan Development
  • Long-Range and Financial Plan Development
  • Financial Analysis & Forecasting
  • Budget Development
  • Performance Monitoring/ Metrics Reporting
  • Business Analysis and Decision Support 

  

Provide Business Operations Oversight

  • Transaction Processing
  • Monthly Close and Financial Reporting
  • Working Capital and Cash Flow Management
  • Balance Sheet Management
  • Audit Coordination
  • Internal Controls Assurance

  

Lead Business Financing Activities

  • Develop VC Ready Plans
  • Handle Financial Due Diligence
  • Develop Banking Relationships
  • Develop Leasing Relationships