Is your financial team ready to scale your business?

Your CFO or financial team is critical to your organization’s success. Is your team prepared for change? We can help:

  • Achieve a balance between financial governance and support of growth and profitability.

  • Effectively manage conflict, influence priorities, and build collaboration across the organization.

  • Act as business partners to correct problems — not just identify them.

  • Understand performance metrics and data analytics to drive decision-making and formulate meaningful metrics and goals.

Does your finance team have the interpersonal tools they need for rapid sustained growth?

Development is both important — and challenging. Scaling up might be a critical goal, but it doesn’t come without challenges. Finance teams can have the best data, workflows, and accounting systems in the world — but without an effective team environment, the odds might still be stacked against them. Changes in team dynamics, workflows, and critical systems can be hard on finance teams. Is yours ready?

Unlock rapid value creation.

We deliver short and long term results as measured by improved financial systems and processes, individual leader, team, and organizational effectiveness and performance.

Meet growing pains head-on.

For finance teams, scaling up can be a test of team building and interpersonal skills. Working in new markets, with bigger teams, and with more responsibilities comes with challenges. Ready to find your team’s hidden strengths?

The Process:

Diagnose - Needs Assessment:

  • Financial Systems, Processes, and Controls (Quantitative and Qualitative Survey)

  • Individual Leadership Effectiveness (Evidence-based Assessment, Interviews, Surveys)

  • Collective and Team Effectiveness (Team Assessment, Interviews, Surveys)

Design - Proposed Solution:

  • Tools, Techniques, and Strategies

  • Executive Leadership Coaching and Mentoring

  • Bespoke Programmatic Content and Targeted Team Coaching and Development

Deliver - Implementation

  • Guided Application of Financial Tools, Techniques, and Strategies

  • Executive Leadership Coaching and Mentoring Engagements

  • Executive Team Coaching, Mentoring, and Development Engagements