CFO Consulting Services

      • Advisor to the Board of Directors
      • Work with CEO on strategy
      • Financial statement preparation and analysis
      • Cash forecasting
      • Developing key business performance indicators (KPIs)
      • Budgeting implementation, oversight, and follow through
      • Treasury / Cash management
      • Business plan development
      • Capitalization strategies
      • Expense reduction plans
      • Risk management assistance
      • Vendor management
      • Headcount evaluation
      • Essential / Non-Essential cost evaluation
      • 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

        Speak with an Expert

        Experienced CFO Consultants



        We work with leading organizations across the public, private and non-profit 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.



        • Seattle, WA
        • Portland, OR
        • New York City, NY
        • Chicago, IL
        • Los Angeles, CA



        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.

        CFO Consulting Services

        CFO Qualifications


        • 10yrs+ Executive leadership experience required
        • Bachelors Degree in finance or accounting from a major university required, MBA preferred
        • Public accounting experience at a big 4 accounting firm preferred 
        • Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) Preferred
        • Strong understanding of US GAAP (generally accepted accounting principles)
        • Strong communication and analytical troubleshooting skills
        • Cash-flow planning, cash-flow management, account analysis, and reconciliations experience
        • Previous experience working with external auditors
        • Working knowledge of major accounting software systems


        Reasons to Engage a Consulting CFO


        • Full time, experienced CFO’s are expensive and hard to find part time
        • 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.
        • Our CFO’s have a solid mix of strategic finance and hands-on accounting experience
        • 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.

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