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Financial Management Services

At EaglePointe Strategy Partners, our Financial Management Services division acts as your business partner. We provide clients with experienced CFO-level talent on an outsourced, interim or part-time basis at a fraction of the cost for a full-time position. Additionally, our team will liaise and partner with the client's management team to drive their needs in the areas of Corporate FP&A, Treasury Management and Financial Reporting.

Interim CFO & Board Services

Our Interim CFO & Board Services capabilities allows EaglePointe to help our clients serve as interim CFOs, Tresurers, Accountants and retained search services for key executive and Board of Director positions.




Services included:

  • Interim Treasurer & CFO 
  • Executive & Board Recruitment
  • Board Representation

Corporate & Business Unit FP&A Services

Our Financial Planning & Analysis capabilities allows EaglePointe to liaise and partner with our client's management team to drive the AOP, Forecasting & Budgeting processes, understand the results and accurately articulate the best recommended actions/ steps to the management team.


Services included:

  • AOP, Capital Plan & Long-term Planning Process
  • Ad-hoc Financial Forecasting & Modeling 
  • KPI & Benchmarking Analysis
  • Preparation & Analysis of Financial & Operating Results
  • Testing, Development & Implementation of ERP Systems

Treasury Management & Capital Markets

Our Treasury Management & Capital Markets capabilities allows EaglePointe to help our clients focus on developing, improving and implementing Treasury solutions.





Services included:

  • Treasury Operations 
  • Cash & Investment Management
  • Pension Management
  • Cash Forecasting & Planning
  • Debt Management, Covenant Compliance & Capital Markets
  • Banking & Rating Agency Relationship Management
  • Lease vs. Buy Analysis
  • Ad-hoc Analysis: Refinancing, Dividend,  Restructuring and M&A Analysis

Financial & Board Reporting

Our Financial & Board Reporting capabilities allows EaglePointe to assist our clients with monthly, quarterly and annual period-end close. Because we are current on accounting charges, IR changes, and compliance issues, you can depend on us to prepare your tax returns and other required filings.


Services included:

  • SEC Filing Preparation, such as 8K, 10K, 10K, S1, Reg D, etc.
  •  Audit Preparation
  • Accounting Research & Support