Cowen Partners | National Executive Search + Consulting

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CFO Consulting Case Studies – Seattle, WA

Issue

$75M manufacturer required temporary help to improved cost accounting and inventory management processes.

Solution

Cowen Partners provided a manufacturing experienced CFO to work hand in hand with leadership to address poor inventory management, imprecise understanding of product costs, and delayed financial reporting.


Issue

$600M ecommerce retailer’s Corporate Controller gave two weeks’ notice.

Solution

Cowen Partners was able to provide an experienced Interim Corporate Controller with a Big 4 CPA and a background in ecommerce, tech, tax, and international finance in time to provide overlap with the outgoing controller and tackle ongoing projects while managing a 15 person team.


Issue

$20M family owned fabrication company lost their controller without notice and only days until payroll had to be processed.

Solution

Cowen Partners worked with the president and owner and provided a manufacturing experienced interim consultant within days and was able to run payroll without any delay. The consultant was able to improve on internal controls, account reconciliation, reduce AR, and help select a new accounting software.


Issue

Rapidly growing national multifamily commercial real estate company required a REIT experienced CFO to help refinance existing assets and raise capital for new acquisitions.

Solution

Cowen Partners was uniquely able to source a CFO with Canadian public company and US REIT experience for a successful six month engagement.


Issue

Established commercial real estate developer wanted to upgrade to the latest Yardi Voyager ERP platform and did not have the expertise to do so.

Solution

Cowen Partners provided an experienced Yardi ERP implementation expert who was onsite within days and completed the project in four months


Issue

$500M non-profit required interim help to mitigate a number of accounting weaknesses identified by its auditors, and wished to have the audit completed much sooner and more efficiently than in the prior year.

Solution

Cowen Partners provided an experienced internal audit consultant and CPA to identify and mitigate internal control weaknesses over financial reporting, and to develop an internal control manual for approval by the Board of Directors. Additionally, accounting processes were streamlined to be more efficient and to prepare pre-audit workpapers and final drafts of the financial statements.


Issue

$1.4B bank lost both their CFO and Controller within months of each other.

Solution

Cowen Partners immediately provided a renowned CFO to take over an analyze the situation. Shortly thereafter, and working with the onsite CFO, an experienced Controller with strong internal controls and SOX experience was provided for additional support. A successful six month engagement ended with the hiring of both CFO and Controller full time.


Issue

$50M dental group lost their CFO and needed an interim CFO while Cowen Partners conducted a CFO search.

Solution

Cowen Partners provided a healthcare experienced CFO with a strong background in technical accounting and CPA to help improve cashflow, reduce costs, shorten AR, and renegotiate with vendors. A direct hire controller with public accounting experience and a private equity experienced CFO were ultimately provided by Cowen Partners as long term solutions. 

Cowen Partners CFO Consulting – Seattle, WA

Cowen Partners provides CFO Consulting Services in Seattle and Portland. Our CFO Consultants create value and drive growth while bringing out the capabilities of client teams to fully participate in the process and lead the ongoing work. CFO Consultants strike a balance between a cultural fit and working with executive management, the supervisory committee and the board of directors.

https://cowenpartners.com/cfo-consulting/