Service Type: CFO Services
Project: Fractional CFO
Our client needed a Fractional CFO to manage the financial, technology, and risk management activities of its portfolio company. The portfolio company acquired multiple physical commodity businesses that needed a consolidated commodity trading and risk management system.
Approach & Results:
Approach: Selected, designed, and implemented an industry leading cloud-based risk management and accounting system that met the requirements of the operating business and the private equity investor. An enterprise data warehouse was architected and built to provide underlying data for analytics and improved internal control.
Results: Integrated system provided daily visibility into the physical commodity position, P&L, and operational data for stakeholders located across the globe.