Fractional CFO & Economist

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Founded in 1958, our company operates as part of a multi-entity holding structure, specializing in inventory-focused operations. With strong demand for our products, we are looking for a Fractional CFO to conduct a deep financial analysis and guide our growth, asset management, and reinvestment strategy. While we have a solid foundation, we need to determine the best way to scale geographically, optimize financial efficiency, and manage all company assets, including inventory, equipment, and real estate holdings. Maximize Warehouse Efficiency -Determine the maximum output of our existing facilities. -Forecast the timeframe for reaching full capacity. Labor Efficiency and Growth Analysis -Measure the return on labor through efficiency analytics. -Evaluate whether a 50% growth translates to a 50% increase in headcount. -Identify which departments need to scale up. Asset Management -Measure the return on assets, including machinery and real estate. -Advise on which assets to reduce or increase investment in. At year end, we often purchase assets to capitalize on Section 179. We want to know which of these historical asset purchases make sense for us to keep doing. Growth Modeling -Develop scenario models for potential new warehouse facilities (new region) and compare this to growth under our existing model (Satelite locations) Cash Flow Optimization -Improve free cash flow and the cash conversion cycle. -Help us understand our growth trajectory within the constraint of our current rate of free cash flow vs a target rate of free cashflow. Inventory Management -Optimize inventory reorder points. -Evaluate current technology (currently using QBE Desktop) and consider if switching to QBO with an additional inventory management platform is beneficial. Margin Target Setting -Establish margin targets aligned with growth plans. -Create financial models to project outcomes based on margin fluctuations. Corporate Structure Advisory -Provide advice on whether to remain as an S-Corp or convert to a C-Corp. -Develop financial models comparing both scenarios. Financial KPIs and Operational Analytics -Set robust financial KPIs and operational analytics tied to growth objectives.

Keyword: Project Consultant

Price: $75.0

Financial Analysis Financial Projection Financial Modeling Financial Planning Financial Report Accounting Principles & Practices Investment Strategy