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