CFO Consulting Services
Advisor to the Board of Directors
SOX/ FDICIA Financial Expert
IPO Preparation and Filings
Business Performance Evaluation(s)
Interim CFO, New CFO Mentoring
M&A Analysis and Transactions
Annual Strategic Planning
ALM Management and Strategy
Regulators and External Auditors
Create/ Implement a Capital Plan
Capital Investment Strategy
We work with leading organizations across the private and public sectors. Our scale, scope, and knowledge allow us to address problems that no one else can. We have deep strategic industry expertise as well as geographical reach. We are passionate about taking on immense challenges that matter to our clients and their stakeholders.
Our Consulting CFO’s create value and drive growth while bringing out the capabilities of client teams to fully participate in the process and lead the ongoing work. Our consultants strike a balance between a cultural fit and working with executive management, the supervisory committee and the board of directors.
Finding a “strategic” CFO capable of navigating the requirements and inherent risks of community banks and credit unions while driving growth, creating value and efficiencies can be a challenge. The increased demand of this unique skillset along with regulatory risk means full time strategic expertise may be cost prohibitive where the CFO position is focused primarily on the technical day-to-day accounting.
Serving on the board of directors of a company is a tremendous honor, but now it’s also a tremendous responsibility and comes with personal risks like never before. Due to legislation and regulations stemming from corporate fraud at Enron, WorldCom, and banks such as Buckhead Community Bank and Integrity Bank, board members are now under scrutiny, particularly their role in the oversight of financial reporting and corporate governance practices. Board members must be informed and engaged. Directors are charged to represent the interest of the company’s shareholders. Failure can result in damage to a person’s reputation and personal liability. The risks are not limited to directors of large public companies. Recent legislation applies to publicly held companies, but not-for-profit entities and other companies are increasingly held to similar standards.
Reasons to Engage a Consulting CFO
Full time, experienced CFO’s are expensive and hard to find
Our Billion+ experienced CFO’s are available for your executive team
CFO’s create value, drive growth and efficiency, understand operations, and mitigate risks
CFO’s wear many hats, stretched thin by growth expectations and compliance
Accounting is not finance, finance drives growth while accounting is day-to-day
Interim CFO’s maintain and create growth opportunities while preventing downtime
New CFO mentoring prevents “rookie” mistakes while providing a value add
In addition to the above, Cowen Partners offers a variety of high level interim and stop gap solutions for our clients.