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.

The Financial Support You Need
On This Page
Talk to a coach

A 30-minute session with a former CEO who has been in your seat.

01The 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

02Financial 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.

Compass: Financial Reporting and 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

Infusion: Capital Raising and M&A Readiness

  • Business valuation model prepared with industry comparables

Positive Cash Flow (PCF): Business Restructuring and 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)

CFO Coaching: Financial Coaching and Support

  • Includes all the other services, plus: coaching 4 hrs/month; 2 hrs/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

03Daniel 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

04Top 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

Next Step

Ready to Make BIG Happen?

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

NEWSLETTER

THE CEO INTELLIGENCE BRIEF.

A free weekly newsletter for growth-focused CEOs, strategy, exits, and what's actually working.

  • One growth framework you can put to work this week
  • One real client result, what they did and what changed
  • One coach insight from inside live CEO sessions
  • One book or resource recommendation worth your time
  • One signal from the broader market that matters to operators
This field is for validation purposes and should be left unchanged.
Name(Required)

Unsubscribe anytime. We never share your email.

Request a session

A real person. Under 24 hours.

Tell us where to reach you and when, we’ll route you to the right coach.

Name(Required)
Phone (Optional)

By submitting you agree to be contacted by CEO Coaching International. No spam. Confidential.