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CFO Services

WSP works with finance, accounting, treasury and risk teams on engagements to strengthen performance, reduce costs and respond to regulatory pressure with the right balance of control, risk and reward. Our consultants provide advice and services to help your organization if it is resource constrained, experience limited or simply has too many redundant activities.

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Services We Offer

The FP&A workflow

The FP&A process brings people, data and processes together from finance, accounting, treasury, business units and the c-suite. We can help streamline significant portions of these processes in the following areas:

  • Improve corporate forecasting assumptions, models and linkages with relevant datasets
  • Rationalize the budget-to-actual reporting process by reducing manual touchpoints and turnaround times
  • Quantify key performance drivers, enable deeper performance analyses and develop KPI dashboards that reflect and incentivize performance
The FP&A process brings people, data and processes together from finance, accounting, treasury, business units and the c-suite. We can help stream ... Read more

Financial close and back office processes

Financial close is a significant challenge for most organizations, involving large teams, compressed schedules and lots of information handoffs. To drive improvements, we can help you conduct a current state assessment, or just helping you implement an existing change management plan. Our consultants bring back office experience and our best practices to help reduce the bottlenecks and free up resources, via:

  • Clarifying roles and responsibilities of team members
  • Training team members on best practices and new workflow techniques
  • Developing tools and templates to automate or reduce manual touchpoints
  • Improving touchpoints where data, systems and people intersect and reconciliations are required
Financial close is a significant challenge for most organizations, involving large teams, compressed schedules and lots of information handoffs. To dr ... Read more

Cash flow improvement

We help to find opportunities across the business cycle where cash is tied up in the business, and design a plan to release it. We have helped companies model opportunities and execute improvement plans in the following areas:

  • Working capital reduction
  • Inventory management
  • Revenue cycle improvement
We help to find opportunities across the business cycle where cash is tied up in the business, and design a plan to release it. We have helped compani ... Read more

Financial restructurings

WSP can help you manage through tough periods when lenders or lawyers demand extensive financial reporting.

  • Develop 13-week cash flow models, and related analyses
  • Develop mid or long-range forecasts, with supporting analyses
  • Provide CFO level advice from experienced CROs
WSP can help you manage through tough periods when lenders or lawyers demand extensive financial reporting. Develop 13-week cash flow models, and rela ... Read more

Legal entity analysis

Reducing your legal entity footprint is a time consuming and contentious process. By mapping your legal structure, and conducting diligence with the relevant functional stakeholders, WSP can help develop a list of entities that can be eliminated or merged. Working with your tax, legal and other teams, we help manage the legal entity assessment and execution processes.

Reducing your legal entity footprint is a time consuming and contentious process. By mapping your legal structure, and conducting diligence with the r ... Read more

WSP Consulting Past Projects

FP&A workflowDomestic Port OperatorDeveloped a new operating model and performance reporting tool used for weekly ops planning. Supplied reporting back to company’s PE investor.
Back office and financial closeLarge Public CompanyConducted a current state analysis to identify pain points in quarterly/annual close processes, established a new target operating model, drafted desktop procedures and worked with various IT platforms and business unit teams to minimize bottlenecks.
Cash flow improvementMining CompanyAnalyzed global corporate energy spend and forward operating projections to quantify cash saving potential resulting from a strategic shift in the company’s energy supply chain and usage.
Financial restructuringDistressed Global REITDeveloped a 13-week cash flow model, reconciled weekly receipts/disbursements against plan and interfaced with lenders’ advisors to explain variances.
Cash flow improvementNational Retail ChainAssisted an underperforming apparel company in analyzing same-store performance and identified actionable drivers which were used to improve cash flow performance.
FP&A workflowJapanese Trading FirmRefined the budgeting process for an investment company (a Mexican coal fired generator) and developed its quarterly reporting package submitted to its parent company.
Back office and financial closeGlobal Commercial BankWorked with a global lender to re-engineer its business unit reporting and corporate consolidations processes.
Back office and financial closePharmaceutical ManufacturerWorked with finance and tax departments to develop a workflow (and model) that allocated assets and liabilities across legal entities for M&A pro forma analysis.
FP&A workflowPE Fund ManagerDeveloped an investment and distributions tracking tool that modeled cash flow through the fund’s legal structure and waterfall.
Legal entity analysisRetail VendorCompiled legal entity data on over 500 entities. Interviewed legal, tax and business unit stakeholders. Managed a process to identify entities that could be eliminated or merged, resulting in significant corporate structure simplification.
Financial restructuringDistressed CDO InvestorConducted valuation and diligence on an investment portfolio and prepared summaries of overall financial performance as the company pursued an exit strategy.
FP&A workflowSoftware DeveloperAssisted a venture-backed software developer in the setup of bookkeeping and investor reporting processes.
Cash flow improvementProperty ManagerWorked with property managers to develop a system for tracking and monitoring dev/redev projects, job orders and discretionary spend.
Legal entity analysisGlobal Pharmaceutical ManufacturerEstablished a plan and conducted legal entity diligence to support merger and elimination of dozens of entities in anticipation of an IT upgrade and supply chain rationalization program.
Back office and financial closeLarge Real Estate OwnerWorked with treasury and tax business units to streamline the daily cash collections and property-level tax processing activities.
Cash flow improvementHealthcare CompanyReviewed A/R trends and developed an improved process to action outliers and lower overall DSOs.
Financial restructuringDistressed Global InsurerReviewed asset valuations of global investment portfolio to understand returns and project financials under a distressed market scenario.
Financial restructuringLarge Law FirmReviewed real asset valuations, GP/LP documents, calculated partner allocations and clawbacks for a law firm investigating fraud at a global fund manager.
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To reach a consulting representative, please email us at wspconsulting@wallstreetprep.com, call us at 617-314-7685, or fill out the form below.

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