CFO Advisory Services

No matter the size, business life cycle stage or industry, companies routinely face situations in which they need advisory services. This need could be due to a vacancy in the CFO role, an acquisition that requires temporary financial leadership, a desire for transaction readiness that requires an upgrade in leadership, or a transaction that requires a CFO for a finite period of time. An early-stage company may also need executive-level financial resources but may not be ready for a full-time CFO. In these circumstances, companies need support from proven C-level executives with finely honed operational, corporate and strategic finance skills who can integrate with a company and hit the ground running.

Centri is your source for expertise when it comes to CFO advisory services. In addition to extensive audit and advisory experience at Big 4 and global public accounting firms, our team of seasoned finance professionals has served a variety of companies. Whether your company is large or small, our team can fill various financial leadership roles including CFO, V.P. Finance and Corporate Controller. Our team possesses diverse experience in corporate finance, financial operations, accounting and financial reporting as well as strategic planning, mergers and acquisitions, and M&A readiness. We can also provide on-call strategic and transactional support as needed.

Some of the key areas where we provide CFO advisory services include:

  • Accounting Software Selection, Implementation & Enhancement
  • Budgeting, Forecasting & Financial Modeling
  • Cash Flow, Burn Rate & Working Capital Management
  • Corporate Governance & Compliance
  • Finance Optimization & Financial Improvement Plans
  • Financial Reporting & Accounting
  • Financial, Business, Strategic Planning & Implementation
  • Fundraising, Equity Transactions & Investor Reporting
  • Key Metric Benchmarking & Trend Analyses
  • Mergers & Acquisition Support
  • Risk Management & Insurance
  • Vendor & Procurement Analysis

We’ve been there. We understand your business challenges. We have the ability to rapidly assess opportunities and threats and deliver CFO advisory services that provide measurable value to your company on a cost-effective basis.


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