Financial Services & Banking

Financial Services and Banking

The financial services and banking industry continues to consolidate. As it does, it’s more challenging to compete. Tech-savvy service offerings that consumers expect are expensive and many companies do not have the resources in place to deploy. Additionally, the regulatory landscape is challenging, and putting systems in place to ensure compliance can be cumbersome and expensive. Navigating through the financial landscape while leading your company and restructuring for profitability have become important requirements for business management and demand extensive industry expertise. Partnering with independent resources enables your management team to concentrate on day-to-day operations and allows you to focus on the goals and objectives that are paramount to your success.

How the Florida CFO Group Can Help

A Florida CFO Group partner will work with you and your management team for as little as a few days per month to full-time, helping you meet your challenges with the minimum of investment and without a long-term commitment.

Although your business faces unique challenges, our partners have dealt with most of them during their years of experience. Depending on your immediate needs, you may need a partner’s help with one or more of many areas, including:


Fractional Share (Part-Time) or Interim CFO
  • Accounting Function Design and Oversight
  • CFO Services
  • COO Services
  • Financial Leadership
  • Financial Management
  • Operations Management
  • Organizational Restructuring
  • P&L Management
Planning, Budgeting & Modeling
  • Budget Development & Management
  • Emerging Growth
  • Financial Modeling & Performance Tracking
  • Startup & Fast Growth
  • Strategic Planning & Execution
  • Tax Planning & Management
Compensation Management
  • Equity-based Incentive Advice
  • Management Incentive Design
  • Performance Management & Incentive Programs
  • Stock Option & Stock Purchase Plan Management
M&A Transactions
  • Acquisitions & Divestitures
  • Debt & Equity Financings
  • M&A Due Diligence
  • Transaction Structuring
Internal Reporting & Processes
  • Acquisition Integration
  • Budget Development & Management
  • Cash Flow Forecasting & Management
  • Financial Planning & Analysis
  • Pricing Design & Analysis
  • Product Line Analysis
  • Profitability Analysis
Finance Projects
  • Business Plans
  • Change Management
  • Contract Negotiations
  • Cost-Reduction Initiatives
  • Debt Management
  • Leasing Programs
  • Project Loan / Line of Credit Negotiations

Call: 877-352-2367


Testimonial


"I worked with Ginger for approximately 3 years, where (together with a few other key players) we turned around a struggling bank. Ginger knows her craft (accounting) well and is hard-working, detail-focused, and results-oriented. She understands and balances the importance of gathering meaningful information and including others to make key decisions ... and then has the confidence, resolve and judgment to make routine and critical decisions in timely and appropriate manners. Ginger expects much of herself ... and the best from others ... and this led to a successful turn-around."
Jeffrey Carter
Senior Vice President, Commercial Lender