Meaningful change that positions your organization for long-term success — delivered from within.
Seasoned finance and accounting professionals with deep, hands-on experience, executing on strategic initiatives that drive financial strength and value creation. Whether you need to strengthen the financial foundation of your business, prepare for a future transaction, or just need better information to make decisions, our team is ready to help. Let’s talk about how Chartwell can become an extension of your team.
Fractional CFOs & Controllers
Interim leaders who integrate seamlessly and add value quickly, bringing the execution experience to implement industry best practices effectively.
Foundational Accounting
- Audit readiness
- Stakeholder-ready financial reporting
- Working capital efficiencies
Finance Processes & Systems
- Standardized operating processes
- Streamlined financial systems
- Efficient, automated processes
Data & Analytics (FP&A)
- Regular budgeting and forecasting
- Establish dashboards, KPIs, etc.
- Insights to support decision making
Transaction Readiness & Integration
- Due diligence preparation
- 100-day post-close integration
- Financial modeling and analysis
Turnaround & Restructuring
- Debt structuring and negotiations
- Optimized working capital
- Develop 13-week cash flow model
CHARTWELL VALUE
Our Solutions to Your Problems
— FOUNDATIONAL ACCOUNTING
YOUR PROBLEM
- Financial close takes too long
- Unreliable/slow financial reporting
- Inefficient working capital processes
OUR SOLUTION
- Standard monthly close process
- Consistent, reliable management and stakeholder financial reporting
- Receivables/payables managed to improve liquidity
— FINANCE PROCESSES & SYSTEMS
YOUR PROBLEM
- Multiple systems, with no source of truth
- Manual processes, subject to error
- Inconsistent/undocumented processes
OUR SOLUTION
- Streamline systems for consistency/scalability
- Establish/implement automated processes
- Standard operating procedures, customized to your business
— DATA & ANALYTICS (FP&A)
YOUR PROBLEM
- Large amounts of data, lack information
- Lack of dashboards/KPIs
- Inconsistent budgeting/forecasting
OUR SOLUTION
- Data insights to support decision making
- Establish/implement dashboards/KPIs
- Rhythmic budgeting and forecasting
— TRANSACTION READINESS & INTEGRATION
YOUR PROBLEM
- Lack experience/resources in preparing for a sale
- Lack experience/resources in acquisition integration
- Lack experience/resources in data room prep
OUR SOLUTION
- Sale readiness, focusing on the things that matter
- Execution of 100-day post-close items
- Full support and management of investor-ready data room
— TURNAROUND & RESTRUCTURING
YOUR PROBLEM
- Cash flow/liquidity concerns
- Need to restructure capital stack
- Working capital management
OUR SOLUTION
- Develop 13-week cash flow model
- Re-negotiate debt, raise equity, convert debt to equity
- Optimize working capital, vendor agreements, client negotiations
Careers
Interested in Joining Our Interim Leadership Practice?
Chartwell’s dedicated and hard-working people are the key to our success. We make it a priority to offer competitive salaries and benefits, training, and professional development opportunities, plus a great culture.
From the Experts
“Business leaders make significant decisions daily - requiring exceptional knowledge, wisdom, and confidence. Our mission at Chartwell is to deliver the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry.”
Stacy Voves, Managing Director