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Financial Center of Excellence

CFO COACHING

Let us help you get a handle on your financial situation, so your business is ready to Make BIG Happen.

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THE FINANCIAL SUPPORT YOU NEED

In a volatile economic climate like this one, it’s more important than ever for CEOs like you to get your financial house in order. Let the experts at CEO Coaching International work with you and your CFO to get a handle on your financial situation, so your business is ready to Make BIG Happen.

Our Financial Center of Excellence provides dedicated financial coaching to support your BIG business growth. Whether you are looking to vastly improve your financial reporting, business analytics, or prepare to raise capital, we can help you develop a financial strategy that supports your business strategy.

Book a discovery call to find out which program might be right for you.

Book a Discovery Call

Financial Center of Excellence

Our Financial Center of Excellence provides four distinct financial services, or you can work with us to craft a custom program to fit your needs.

Financial Center of Excellence

Compass – Financial Reporting & KPI Dashboard

  • Multi-Point Financial Review and Plan Development 
  • Improve reporting quality, timeliness and efficiency
  • Develop KPI dashboard, trend analytics, and data analysis
  • Move from lagging metrics to leading indicators e.g. sales forecast, cashflow forecast 
Financial Center of Excellence

Infusion – Capital Raising & M&A Readiness

  • Business valuation model prepared with industry comparables 
  • Improve reporting quality, timeliness and efficiency 
  • Develop KPI dashboard, trend analytics, and data analysis 
  • Move from lagging metrics to leading indicators e.g. sales forecast, cashflow forecast 
Financial Center of Excellence

Positive Cash Flow (PCF) – Business Restructuring & Profitability

  • Assist with discussions with Bank to permit time to prepare a plan.
  • Extensive cash flow and financial analysis and guidance to create a full business restructuring plan 
  • Restructure ready and support through the changes 
  • Analysis and support to the break even point and • path to profitability (month-end reviews)
Financial Center of Excellence

CFO Coaching – Financial Coaching and Support

  • Includes all the other services, plus: coaching 4 hrs/month; 2hrs/month of offline support with data analysis, modelling and review as needed 
  • Extensive financial planning and analysis, including capital structure 
  • M&A preparedness 
  • Internal controls, budget process, and corporate governance 
  • Risk mitigation and compliance, along with financial policy setting
FCE_Daniel Kim
Meet Your World-Class CFO Coach

Daniel Kim

Daniel Kim is the firm’s VP, Financial Services and CFO Coach. He brings an extensive background in the investment banking industry, with a career spanning 25 years. His experience encompasses several prominent roles, such as Head of Research and member of the Executive Committee at Paradigm Capital, Lead Technology Analyst at National Bank Financial, Head of Research at Octagon Capital, and Technology Analyst at Loewen Ondaatje McCutcheon. 

Daniel has been recognized by industry authority Brendan Wood, earning accolades as one of the top technology analysts in domains including research quality, investment idea generation, sector knowledge, written report excellence, and research credibility. 

Meet Daniel Kim
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FREE EBOOK

Top 5 CEO Financial Must-Haves

Top 5 CEO Financial Must-Haves
As CEO, it’s your job to navigate through this uncertainty and Make BIG Happen. In an economic climate like this one, it’s more important than ever to get your financials in order. This five-step CEO playbook will help you do just that.

Download the eBook

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