Bob approaches issues with the dual perspectives of CFO and COO based on his years of experience in investment management. This approach draws on Bob’s experience and expertise to deliver a depth of knowledge 
and breadth of capabilities required in running ongoing operations of an investment manager. This inside perspective separates The Cecere Group from other consultancies and allows for a focused approach to the engagement, which leads to comprehensive solutions that leverage years of valuable experience. Other benefits of industry experience include insight into best practices that have proven effective in the field as well as successful operating models and those which have proven less successful.
Operational initiatives that are undertaken have far reaching impacts across an investment manager which are top of mind with a CFO/COO perspective.
Financial Management: Initiative will impact operating and capital budgets, source financing of initiatives, tax effect, and internal management reporting,
Business/Operational Process: Coordination & integration of initiative with front office, outsource oversight model, staffing levels and recruitment.
Controls and Risk: Initiative must be framed within a proper segregation of duties, risk assessment made against wide range of non-finance or operations factors such as firm reputation, succession planning, and regulatory risk.
Strategic Fit: Initiative must support broader strategy regarding client account size, client profitability, and investment products.