Project Advisory

Assistance with long term projects needing expertise, guidance and knowledge of best practices involving systems, process and technical accounting

You’re a CFO who has a critical project and no one skilled at the right level to manage.

And the project is not worthy of a full time hire but you need someone to jump in immediately without required "ramp up" time.

You need someone to come in and handle projects involving:

  • ERP Implementations

  • M&A integrations

  • Steering committee membership

  • Inventory module implementations

  • Due Dilligence projects

  • Cross functional projects

But the lack of resources leads to wrong decisions or inability to make decisions that end up costing you valuable time and money.

And it snowballs from there. Finance becomes the "blocker" to operations execution.

Not to mention, if you don’t take the time to do it "right the first time", you’ll end up wasting more time and money to fix it later.

I get it.

Right now, your span of responsibility is too great and your priorities lie elsewhere in the business.

You want your team to see your leadership as organized, on top things and contributing to the overall success of the company.

You also want fund raising to become easier and due diligence support ready and prepared when needed

Most importantly, you want to know that while your finance team is challenged, they are learning at a pace that is sustainable.

What makes me the best person to help you?

In my 30+ years of industry experience (with 20+ in consulting) I’ve handled a number of different projects for various hypergrowth companies, including:

  • 12 successful ERP implementations

  • 6 successful acquisition integrations

  • 8 IPO's or successful financial exits

This experience makes me the best choice to be your guide to help your team succeed, educate them on the options, and provide advice on best practices, alternatives, timeline, and what to prioritize.

As a bonus, my enthusiastic and positive nature helps keeps projects productive and enjoyable.

INTRODUCING

Project Advisory

for longer term projects

Assistance with longer term projects such as M&A integration, ERP selection or enhancement or other major accounting rollout needing expertise, guidance and knowledge of best practices involving systems, process and technical accounting

What’s included:

  • Assist team in creating comprehensive Finance focused project plan

  • Steering Committee attendance and/or meeting attendance as need to support project execution through all phases

  • Experience and Education on critical decision making

  • Support for how-to communication detailed and complex problems for senior level executive understanding

Engagement fees range on expected effort. Get in touch with us by clicking the button below so we can reach out and discuss if this service is right for you.

Kind Words From Past Clients

  • "Cindy has a "can do" attitude, and is tenacious in removing roadblocks, resolving issues and making sure critical deadlines are met."

    “I first worked with Cindy when she was consulting to Affymetrix. She helped us design a global customer data model, and then she helped lead a multi-year global ERP implementation. When I joined Pacific Biosciences, I hired Cindy to lead the design for our Order-to-Cash and Procure-to-Pay business processes in conjunction with our ERP implementation of the Financial and Manufacturing modules. Cindy brings high energy and enthusiasm to her work. She has a "can do" attitude, and is tenacious in removing roadblocks, resolving issues and making sure critical deadlines are met. Cindy is trustworthy, candid, and reliable.”

    Carla Nichols, Director of Systems Integration, Pacific Biosciences, Inc.

  • “Cindy is self-motivated with a high degree of energy and was always a pleasure to work with."

    "Cindy joined Veritas during a time of triple digit revenue growth, a CFO transition and significant merger activity and was clearly not afraid to take on the challenge. Cindy was able to successfully manage the day to day operations of the finance organization, all acquisition related due diligence support, investment banker relations and modeling, all SEC reporting compliance, and significant finance recruiting activities as well as the execution of a new system integration and implementation project. Cindy is self-motivated with a high degree of energy and was always a pleasure to work with."

    Mark Leslie, Former President, CEO and Chairman of the Board, VERITAS Software Corporation, Inc.

  • “I would definitely hire Cindy again and would wholeheartedly recommend her.”

    “When we hired Cindy, not only was I going out on maternity leave for ~5 mos, but the company was in the throes of having to comply with a much higher level of compliance and scrutiny. We chose Cindy because she not only had expertise in all the areas we were looking for (accounting requirements, compliance, SOX prep, team mgmt and training, audit mgmt, etc) but she had the energy level and work ethic that we needed to get it all done. She immediately took on a leadership role, flew quickly up the learning curve and helped manage the team through a time when resources were low and expectations were very high. I would definitely hire Cindy again and would wholeheartedly recommend her.”

    Lisa Issacson, Director of Finance, Financial Engines

Hi, I’m Cindy.

I’m an accounting solutions expert who’s been there and done that many times. I’m deeply passionate for the details involved.

I can work with all levels — see the big picture and know exactly "what issues" are important and which are immaterial.

I bring a unique combination of expertise in systems, accounting and process that will help your company navigate successfully through your hypergrowth stage.

I have extensive implementation experience and working knowledge the following ERP systems:

  • Netsuite

  • Oracle

  • JDEdwards

  • SAP ERP

  • expandable

  • Intuit Quickbooks

  • Intacct

I also have hands on working knowledge and integration experience with all of the following 3rd party applications:

  • Coupa

  • SAP Concur

  • PointPurchasing

  • Procurement Express.com

  • Bill

  • Salesforce

  • Expensify

  • Zuora RevPro

  • Dell Boomi

  • Celligo

  • Stripe

  • Tableau

  • Arena

  • Shareworks by Morgan Stanley

It’s time for you to stop resource constraints, lack of expertise, and time be the bottleneck in your business.

Let me handle your long-term projects so you can focus on other priorities in your business.