Financial Strategy

Independent, Unbiased Financial Management Team Member:

Financial Reporting
Accurate and timely monthly financial reporting
Accurate and timely regulatory reporting if applicable
Highlighting performance metrics via “dashboards”

Planning & Analysis
Financial modeling and planning
Budgets and forecasts
Performance analysis and benchmarking
Development of strategic plans with deep understanding of underlying economics


Finance & Accounting Oversight
Cash management and cash flow forecasting
Oversight and training of existing and/or new Company accounting personnel
Oversight of administrative areas such as purchasing, invoicing, and personnel


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