CFO Services (Interim, Project or Fractional)Terence Sleap
As a CFO, I offer strategic financial leadership, robust financial planning, analysis, and risk management that drive business growth and profitability. Although my skills are portable across industries I do have extensive experience as a CFO in the health care sector. My proactive approach and adaptability empower organizations to navigate complex financial landscapes with confidence.
What's included
Financial Strategy & Planning
- Develop long-term financial strategies to align with business goals.
- Create and manage financial models, forecasting, and budgeting.
- Provide insights for business growth, cost savings, and investments.
Cash Flow Management
-Monitor cash flow to ensure the company has enough liquidity to meet its obligations.
- Implement strategies to optimize cash flow and working capital.
Financial Reporting & Analysis
- Oversee the preparation of accurate financial statements.
- Perform financial analysis to identify trends, opportunities, and risks.
- Provide recommendations based on financial performance.
Budgeting and Forecasting
- Develop and manage the company's annual budget.
- Provide forecasts and projections to anticipate future financial conditions.
- Ensure the business stays within budget and achieve financial objectives.
Profitability Optimization
- Analyze business performance to identify areas for improving profitability.
- Assist in setting pricing strategies and cost management practices.
- Advise on capital expenditures and investments.
Tax Planning and Compliance
Coordinate with external accountants or tax advisors for proper filing, tax planning and strategies.
Funding and Capital Structure
- Assist with decisions on raising capital through debt or equity financing.
- Provide insight into the capital structure to optimize financial resources.
- Assist with negotiations and investor relations.
Risk Management
- Evaluate and mitigate financial risks.
- Develop strategies for managing risks related to credit, interest rates, and market volatility.
- Ensure appropriate insurance and financial protections are in place.
Financial Systems and Controls
- Establish or improve financial reporting systems and controls.
- Ensure financial processes are efficient, transparent, and compliant with industry standards.
- Recommend and implement financial tools and software.
Leadership and Collaboration
- Work closely with the CEO, leadership team, and other departments to provide financial guidance.
- Assist in setting company-wide strategic objectives and priorities.
- Mentor or manage internal accounting/finance staff or work with outsourced providers.
Mergers and Acquisitions
- Advise on mergers, acquisitions, or partnerships, including due diligence and integration strategies.
- Assist in valuation and structuring of deals.
Terence's other services
Starting at$100 /hr
Tags
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Quickbooks
Accountant
Financial Consultant
CFO
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Terence Sleap Keystone, USA
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CFO Services (Interim, Project or Fractional)Terence Sleap
Starting at$100 /hr
Tags
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Quickbooks
Accountant
Financial Consultant
CFO
As a CFO, I offer strategic financial leadership, robust financial planning, analysis, and risk management that drive business growth and profitability. Although my skills are portable across industries I do have extensive experience as a CFO in the health care sector. My proactive approach and adaptability empower organizations to navigate complex financial landscapes with confidence.
What's included
Financial Strategy & Planning
- Develop long-term financial strategies to align with business goals.
- Create and manage financial models, forecasting, and budgeting.
- Provide insights for business growth, cost savings, and investments.
Cash Flow Management
-Monitor cash flow to ensure the company has enough liquidity to meet its obligations.
- Implement strategies to optimize cash flow and working capital.
Financial Reporting & Analysis
- Oversee the preparation of accurate financial statements.
- Perform financial analysis to identify trends, opportunities, and risks.
- Provide recommendations based on financial performance.
Budgeting and Forecasting
- Develop and manage the company's annual budget.
- Provide forecasts and projections to anticipate future financial conditions.
- Ensure the business stays within budget and achieve financial objectives.
Profitability Optimization
- Analyze business performance to identify areas for improving profitability.
- Assist in setting pricing strategies and cost management practices.
- Advise on capital expenditures and investments.
Tax Planning and Compliance
Coordinate with external accountants or tax advisors for proper filing, tax planning and strategies.
Funding and Capital Structure
- Assist with decisions on raising capital through debt or equity financing.
- Provide insight into the capital structure to optimize financial resources.
- Assist with negotiations and investor relations.
Risk Management
- Evaluate and mitigate financial risks.
- Develop strategies for managing risks related to credit, interest rates, and market volatility.
- Ensure appropriate insurance and financial protections are in place.
Financial Systems and Controls
- Establish or improve financial reporting systems and controls.
- Ensure financial processes are efficient, transparent, and compliant with industry standards.
- Recommend and implement financial tools and software.
Leadership and Collaboration
- Work closely with the CEO, leadership team, and other departments to provide financial guidance.
- Assist in setting company-wide strategic objectives and priorities.
- Mentor or manage internal accounting/finance staff or work with outsourced providers.
Mergers and Acquisitions
- Advise on mergers, acquisitions, or partnerships, including due diligence and integration strategies.
- Assist in valuation and structuring of deals.
Terence's other services
$100 /hr