Cowen Partners | Executive Search + Consulting


      Winery & Vineyard Fractional CFO Accounting and Finance


      We work with leading wineries and vineyards across the California, Oregon and Washington. 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, and we are passionate about taking on immense challenges that matter to our clients and their stakeholders.



      CFO Consulting | Interim CFO | Controller and Financial Reporting Services


      • Advisor to the Board of Directors
      • Work with CEO on strategy
      • Cost Accounting
      • 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



      Our 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.


      Contact us for our 10 page

      CFO Consulting Guide

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