Value Proposition: CFO Outsource Services
The Cecere Group can provide strategic or tactical guidance for firms in Service Industries where the need for a CFO presence is less than a full-time requirement. Although all stakeholders will benefit from the value a CFO brings, the perspective will differ between internal and external stakeholders.
Internal Stakeholders may include founders, senior leadership team, and the broader employee population. We can provide financial direction and management of all critical finance functions to include accounting, treasury, and tax. We can develop targeted management reporting and financial analysis designed to flag problem areas and identify opportunities. We can create financial models for use in forecasting expected bottom line results and serve as a foundation in a flexible budget. We can also interact directly with third parties such as auditors, government examiners, or financial institution on your behalf.
External Stakeholders may include any 3rd party that has an interest in the financial condition or well-being of the company such as investors, bankers, creditors, auditors, and in certain cases may include the client base. External stakeholders will gain comfort from a heightened level of diligence applied to financial activities and an enhanced level of reliable financial information. We can advise on enhancements to procedures, standard process, and the control environment to add credibility to financial information issued by the organization to external stakeholders.
CFO Outsource Expertise
Value Proposition: Consulting & Projects
The Cecere Group can help asset managers, service providers, and asset owners with the operational challenges they face to streamline their operations, manage costs, and mitigate risk
Asset Managers: We can help asset managers strengthen and enhance elements of their operational model, which can include revisions to current operating processes or outsourcing operational functions to asset servicers and establishing the necessary oversight procedures and controls. We can also assist with client service operations, reporting, and establishing related operating procedures and controls.
Service Providers: We can assist service providers with implementation of client requirements including operational outsourcing migrations, operational platform integrations, or other unique project requirements.
Asset Owners: We can assist asset owners to establish oversight procedures and controls over services received from asset managers and service providers. We can also assist to define reporting requirements and operational best practices guidelines for asset managers and asset servicers to follow.