o Function as a business confidant and sounding board for CEO.
o Help find solutions to major issues CEO desires to keep confidential.
o Lead the identification of financial goals that support the overall business plan.
Fund Raising, Sales and Acquisitions
o Identify and/or confirm company’s need for capital infusion.
o Lead debt or equity capital raise, detailing the required steps.
o Introduce capital sources.
o Develop appropriate reporting systems to detail, quantify and track financial goals.
o Design, build and implement company financial scorecards.
o Provides CEO and management deeper understanding of company’s financial status.
o Review accounting staff; make recommendations.
o Determine skill-set needs and recruitment of permanent CFO.
o Review and optimize current accounting software.
o Assist in the design and requirement identification.
o Develop presentations for the Board of Directors and financial institutions.
o Coordinate with government/state regulatory agencies if needed.