We provide additional financial leadership to support your portfolio company needs at the time of acquisition or during a company transition. Our team helps integrate inadequate or disparate financial systems, establish a solid reporting foundation, and position your company for success. Element78’s team understands the big picture and how the pieces tie together: including industry regulations, GAAP best practices, audit requirements, lender requirements, GP reporting requirements, leadership, growth, strategy, FP&A, and KPIs.

Our objective is straightforward: build practical processes and establish efficient company operations that position the finance and accounting function to be relied upon during times of acquisition, distress, integration, or operational change.

The result is completed mission critical projects on-time, within budget, and without a lot of “hand-holding”, which allows your management team to focus on higher priority value creating initiatives.

Financial Planning & Analysis (FP&A)

Accounting is rigorous and complex. Adding the unknown elements of a transaction or other corporate change can be a daunting task for even the most seasoned teams. Our specialists know how to manage these complexities and the ever-changing accounting and regulatory environment. They will own these highly specialized projects, allowing your existing team to focus on the day-to-day processes they know best.

Our offerings include

  • Budget development and monitoring
  • Strategic planning
  • KPI development and dashboarding
  • Variance analysis
  • 13 week cash flow forecasting
  • MD&A reporting
  • Modeling financial outcomes of strategic initiatives

Finance Automation and Management Reporting

Having the correct financial systems in place to deliver timely and accurate information and analysis is an integral part of any successful company. Unfortunately, many early state middle-market companies have financial systems that are outdated, disparate, or ineffective due to an improper system application. Element78 makes sure middle-market companies have the right financial reporting systems that will streamline their business, drive success, and scale as they grow.

Our offerings include

  • System integrations and implementation
  • System upgrades and optimization
  • Dynamic financial reporting workbooks
  • KPI development and dashboarding
  • Financial Modeling

Interim Finance Executives

Element78 is experienced, proactive, and independent. Our executives are former CFOs, controllers, auditors, consultants, managers, CPAs, MBAs, and analysts who serve in full-time interim roles for your team. They work closely with management teams to help companies grow, expand, and ultimately, reach their full potential through improved internal reporting, optimized processes and systems, performance enhancement, and the establishment of meaningful metrics. Element78 also understands that finance is a strategic component and not just an administrative function. So we will work with companies to understand and focus on the strategic implications, in addition to the detailed, tactical execution of financial management, that will drive success in their business

Our offerings include

  • Process Improvement
  • Transitions of Shared Services
  • Policy & Procedure Development
  • Technical Accounting (US GAAP & IFRS) implementation and conversion
  • Budgeting, forecasting, and financial analysis
  • System Assessment, Integrations & Conversions
  • Consolidated Reporting
  • Sponsor and Lender Reporting Packages
  • Audit Readiness

Audit Readiness

An audit often pulls critical, full-time attention from company resources. Preparing for a first time audit can be challenging because the opening balance sheet needs to be accurately stated and substantiated with supporting documentation. As accounting and financial reporting experts with audit backgrounds, Element78 understands the audit process. We deliver the extensive experience needed to help middle-market private equity owned companies prepare for and navigate a first time audit. With the added horsepower Element78 provides, internal teams can focus attention on other important value creating projects for the business. business

Our offerings include

  • Account reconciliations
  • Audit project management
  • Work paper documentation
  • Internal control testing
  • Segregation of duties assessment
  • Supporting documentation
  • Company consolidation
  • Technical accounting matters, such as ASC interpretation and white paper development
  • Financial reporting preparation

Want to speak to us about your specific needs? Contact info@e78advisors.com