Cowen Partners | National Executive Search + Consulting

  • Call us: 503-610-8968
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  • Seattle | Portland | Los Angeles

CFO Services

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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.

Get in Touch.

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