Drag & Drop Finance Team

VIP SOLUTIONS CASE STUDY

Technology

INDUSTRY

1,500

EMPLOYEES

$300M

ANNUAL REVENUE

BACKGROUND

VIP’s Finance Consulting division was engaged to create a stand up new finance organization for a private equity carve-out technology company.

OBJECTIVES

VIP Solutions Case Study

Provide finance leadership and project direction

VIP Solutions Case Study

Provide strategic advisory and execute finance organization design

FP&A

Execute FP&A process redesign

SOLUTIONS

finance consulting

Interim VP of Finance reporting to CFO to oversee team and manage executive interactions

Financial Analyst

Placed 2 seasoned senior financial analysts to augment existing staff

VIP Solutions Case Study

Talent assessment and experience re-alignment to best service needs of the business

VIP Solutions Case Study

Implemented and managed financial reporting and dashboards, planning and forecast processes, board deliverables and other ad hoc requirements

VIP Solutions Case Study

Oversaw P&L, Cash and other strategic initiatives to achieve financial commitments

Established Finance Team & Multi-Year Partnership
Given Quality and Trust of Leadership

EXAMPLE BOARD DELIVERABLES

Dashboarding

Focus audience on key performance

Dashboard

Charts

Concisely communicate complex themes and shepherd the audience for alignment

Charts

Bridges

Connect data points by identifying key activities driving the outcome

Bridges