Financial Leadership for a Private Equity-Owned Service Company
The Client
A middle-market, private equity-owned service company engaged Venteon Consulting Services while conducting a search for a permanent Chief Financial Officer.
The organization needed experienced financial leadership to support the Chief Executive Officer and lead the finance function throughout the transition.
The Challenge
The client needed an Interim CFO who could step into the organization quickly and provide senior-level financial leadership while the permanent CFO search was underway.
The Interim CFO would need to work closely with the CEO, maintain financial stability, lead Board and private equity reporting, manage the internal finance team, and oversee critical external financial relationships.
The Solution: Venteon’s Interim CFO Engagement
Venteon Consulting Services provided an Interim CFO with 20 years of experience, including a strong background working with private equity-owned organizations.
Over the four-month engagement, the CFO partnered closely with the Chief Executive Officer, providing financial leadership and supporting the organization throughout the permanent CFO search.
Key Responsibilities
- Financial Leadership – Supported the CEO in driving financial strategy and maintaining operational continuity.
- Board and PE Reporting – Led financial reporting for the Board and private equity stakeholders.
- Finance Team Leadership – Managed the organization’s internal finance team.
- External Financial Relationships – Oversaw relationships with auditors, banks, and financial partners.
- Transition Support – Provided experienced CFO leadership while the organization continued its direct hire search.
The Results
The engagement provided the organization with experienced financial leadership throughout the four-month transition period.
The Interim CFO maintained financial stability, led required Board and private equity reporting, managed the internal finance organization, and maintained oversight of key external financial relationships while the client continued its search for a permanent CFO.
Why Venteon?
- Experienced Financial Leadership – Access to senior finance professionals prepared to step into critical leadership roles.
- Private Equity Experience – Interim leadership with experience working within private equity-owned organizations.
- Flexible Interim Support – Experienced leadership to maintain continuity while permanent hiring decisions are underway.
Keep Your Finance Organization Moving
When a critical finance leadership position is open, the permanent search does not have to interrupt the work that still needs to get done.
Venteon Consulting Services provides experienced interim financial professionals to support organizations through leadership transitions and other critical business needs.
📞 248.269.0000 | 🌐 www.venteon.com