Who We Are:
Experienced CFOs, Controllers, Analysts, and Accountants
We help management teams and ownership groups gain financial clarity by:
What We Do:
• Streamlining processes
• Optimizing technology
• Reducing costs
• Projecting cash flow
• Staffing departments
• Providing timely reporting to
support strategic planning
How We Work:
Greenleaf exists to give you more visibility into your portfolio companies and equip them with deeper, strategic financial support. We can tackle this in two ways:
“I have a finance team that needs external support.”
• Our FP&A and Reporting team digs into your data to create and maintain video SOPs, budget and forecast models, cash flow forecasts, and monthly reporting packages.
• We mitigate turnover risk and provide cost-effective stability to finance departments with weekly and monthly reporting.
• We also know ad hoc projects bubble up all the time. Our analysts are ready to dig into pricing, inventory valuation, vendor rationalization, and anything else as needed.
“I don’t have a finance team or I need help restructuring.”
• We provide interim CFO support while we help you look for the perfect internal CFO. We’ll create case studies and test candidates to make sure you make the right hire.
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• We can also build your full-time, outsourced finance and accounting team, create video SOPs, create custom financial models, own reporting, and manage your daily finance and accounting processes.
Our Capabilities:
Depth, expertise, and value across a multitude of functions.
01.
Profitability Analysis & Strategic Planning
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​We build full financial models and forecasts from the ground up. Our goal is to help management teams not only understand the individual drivers that generate revenue and costs that impact profitability, but also stress test those drivers to show potential future outcomes.
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04.
Management & Board Advisory
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​Our group advises boards and management teams in both public and private companies. We work directly with operating teams on a daily basis to evaluate risks and opportunities within the organization and provide the support needed to drive key initiatives forward.
02.
Cash Flow Forecasting
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​Our team will help reveal the systems by which cash moves within the company and provide recommendations for more effective control. We have experience creating cash forecasting methodologies and tools for public and private companies in America and Europe.
05.
Benchmark/KPI Creation and Pacing
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​Companies often need help understanding the metrics that drive the business toward sustainable growth and profitability. Our group will analyze the data, uncover trends, and develop KPI reporting frameworks on which management teams can focus their teams.
03.
Financial Statement Cleanup
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​Unclosed books, missing data, employee turnover, and lack of overall financial oversight can quickly accumulate into a seemingly unmanageable problem. Our group will scope the issues, provide a roadmap, and initiate an action plan to get back on track.
06.
Financial Technology Evaluation
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​Our team has experience in many accounting, ERP, costing and business intelligence tools. We can isolate shortfalls in financial technology stacks, identify issues with data integrity, and provide recommendations for improvement and automation.
Spend more time harvesting insights from your financial data and less time creating it.
Meet John
