A History of Bottom-Line Impact

Executive Management & Advisory Services works closely with clients to ensure that successful business change is achieved with profitable results. Managing Director Geoff Scheitlin, a business owner himself, specializes in creating financial stability for clients in a wide variety of industries. This email address is being protected from spambots. You need JavaScript enabled to view it.This email address is being protected from spambots. You need JavaScript enabled to view it.  today to discuss your company′s needs and goals. 

Acquisition Integration 

$300 million, private equity-owned, global advertising services firm integrating a large acquisition 

• Directly supported corporate CFO
• For the integration of large acquisition, developed:
  • 13-week cash flow model plus financial model with staged rollups to a consolidated entity
  • Detailed revenue forecast with monthly updates by operating managers 
  • FP&A functionality; supported explanation plan to actual variances
  • Monthly financial reporting models for monthly financial close
• Developed quarterly review template for internal and PE reviews
• Direct support to corporate and subsidiary controllers in companywide system conversion

Privately-owned construction start-up requiring comprehensive financial operations

• Serve as part-time CFO
• Serve as part-time controller; perform and manage all day-to-day financial operations, incuding payroll, AP, AR, cash, working capital, planning, and forecasting
• Support financing efforts
• Company liaison with CPA firm for annual tax returns and review of financial statements
• Company liaison for retirement plans and related annual funding

Conversion to Shared Services for International Operations

$100 million international fitness equipment manufacturing/distribution company

• Served as interim CFO/Treasurer for North American division; direct support for international CFO
• Developed key metrics, strategies, business plans, and reporting
• Spearheaded rapid adjustment in response to market conditions 
• Completed ERP implementation
• Established shared services operation at international HQ: finance, accounting, sales order processing, and product delivery
• Eliminated redundant processes for more than $400,000 in annual cost savings

Ongoing Support of Financial Operations

Boutique financed lease brokerage partnership

• Serve as part-time CFO
• Serve as part-time controller; perform and manage all day-to-day financial operations, including payroll, AP, AR, cash, working capital, planning, and forecasting
• Developed and implemented all financial processes, controls, resources, and operations

Challenges of Hyper-Growth

$2 million technology company experiencing hyper-growth

• Created highly-scalable operating structure
• Solved immediate critical cash flow and accounting issues
• Built solid financial base to support current and future hyper-growth
• Implemented and managed all cash, finance, accounting, administrative, and human resources functions

Blending Two Firms Under Common Private Ownership

$100 million rapid-growth retail display manufacturing and distribution companies under common private ownership

• Served as contract CFO supporting owners and COO
• Led sell side financial due diligence, including meetings with advisor and buyers
• Responsible for finance, treasury, accounting, forecasting, budgeting, risk, and tax
• Built and mentored finance, accounting, and treasury team
• Merged C-Corp and S-Corp; converted to common IT platform
• Developed business metrics, departmental reporting, and FP&A 
• Restructured bank financing for increased liquidity with capacity for growth
• Negotiated increased insurance coverage with 30% cost reductions 
• Completed first external audit converting from tax basis to GAAP; reduced year-end costs by 25% and close times by 60%
• Liaised with public accounting firm for tax planning and prep, corporate structures, and accelerating utilization of NOLs