Private Equity

Interim Accounting Expertise and Support

During periods of growth, transition, or restructuring, organizations may find themselves in need of interim financial leadership. Whether your an early-stage venture or an established institution, you need an experienced and reliable professional to independently management and reliably report to you. Private equity environments are defined by quick, accurate, and scalable processes. I support PE-backed management teams by bringing timely and accurate reporting, meaningful analytics, and technical accounting acumen.

Approach

Private equity runs on speed and scrutiny. Providing interim CFO/controller support, sponsor-ready reporting, and transaction/integration accounting—stabilizing the close, strengthening controls, and delivering board-ready financials, KPIs, and cash forecasts you can defend with confidence.

How I can help

Interim CFO / Controller Support

Short-term leadership when continuity is needed immediately, stabilizing teams, and restoring confidence in the numbers.

Reporting & Performance Management

I deliver board- and investor-facing reporting that is clear and decision-oriented, monthly financial packages, KPIs, cash forecasting, and performance analysis .

Transaction & Integration Accounting Support

Supporting management across the entire transaction lifecycle. Accounting expertise from a seasoned professional ensures that your systems integration goes smooth, your accounting positions are defensible, and your timelines are achieved.

Typical Deliverables

Close calendar, reconciliations, and a review-ready monthly close file
Reporting packages with financials, KPIs, liquidity, and covenant monitoring
Working capital and cash conversion analysis tied to operational drivers
Practical internal-control remediation plans
Accounting position memos for higher-risk areas such as revenue, leases, equity, debt, and contingencies

Let’s Work Together

Get in touch so we can start working together.