Outsourced Modelling & FP&A – Interim CFO / FP&A
We provide a cost-effective alternative for Interim CFO and strategic FP&A leadership to support your business during times of bandwidth constraints or to drive new initiatives.
Our Approach

Our services are designed to help you gain insights into your business performance and make informed decisions. We work closely with your team to understand your unique needs and goals, and we develop customized solutions to meet those needs.

We provide an interim team member (from Analyst through Partner level), a cost-effective alternative to a full-time executive, during periods of bandwidth constraints, upon closing new deals, to drive new initiatives, etc. This can include FP&A, Cash Flow Management, Stakeholder Reporting, Risk Management, Lender and Investor Relations, Capital Allocation, Cost and Working Capital Optimization, Decision Making Support, etc.

We focus on delivering measurable outcomes while building practical processes, systems, and tools that create lasting value. Our goal is to leave your team with sustainable capabilities and a strong operational foundation that can be seamlessly maintained long after our engagement ends. With our expertise and tools, you can gain insights into your business performance and make informed decisions with confidence.

outsourced FP&A
Who It’s For
  • Chief Financial Officer (CFO)
  • Chief Restructuring Officer (CRO)
  • Entrepreneur / Business Owner / Chief Executive Officer (CEO)
  • Private Equity Partner/Associate
  • Independent Sponsor

  • Financial Management Services for Long-Term Care

  • Industrial Machinery Manufacturing

  • Wire & Cable Solutions Manufacturing & Distribution

    Audax Private Equity

Our interim CFO / FP&A service offers senior-level expertise on demand—without the long onboarding of a full-time hire or the high cost of traditional consulting. We integrate quickly with your team, deliver hands-on support, and focus on building practical, scalable solutions. It’s flexible, fast, and designed to deliver real impact from day one.

Our service offerings include building and updating reporting packs, conducting variance analysis and developing MD&A, building financial models, conducting ad hoc analysis, populating budget inputs, consulting with business leaders to gather inputs, and more.

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