+1 (781) 354-9030

Corporate Financial, Strategic

& Management Consulting Services


Partnering Corporate Finance with Enterprise Strategies

to Enable Growth, Drive Profits & Create Value

We Provide Custom General, Financial and Operational

Management Services to Help Executive Teams and

Corporate Owners Focus on Growing their Business



Learn More

ABOUT US

Financial Management Services

WHO WE ARE

Financial Management Services (FMS) is providing strategic, financial and operational consulting and management services to small and mid-size businesses.


Our consultants are well-rounded professionals who, through their large experience acquired as C-level managers in large international organizations, can offer a strong combination of financial and operational  management expertise to a broad range of clients including small businesses, start-up ventures, P/E-backed companies and mid-market global corporations.

WHAT WE DO

We advise executive management teams and business owners, and support them in developing and executing strategic and tactical initiatives driving top-line performance and bottom-line results while increasing overall operational excellence. FMS can also provide the systems and resources our clients require to better manage and focus on growing their business.


Our approach and success has consistently generated a high level of trust and loyalty from our clients’ owners, management teams and employees, while creating and maintaining an environment of positive and strong accountability.

 

Contact Us ...

OUR SERVICES

Financial Management Services

We specialize in providing leadership and strategic insight to CEOs, CFOs, Corporate Boards, Executive

Management Teams and Business Owners having to deliver acceptable returns while facing

operational challenges during periods of high growth, scaling and corporate transformation or restructuring. 


We deliver actionable advice and solutions resulting from our process driven,

hands-on approach with a constant focus on operations.

Financial Management & Accounting Services

Learn More

Strategic Management and Advisory Services

Learn More

Interim and Part-Time CFO/Controller Services:

FMS provides clients with cost-effective options to outsource the financial management, accounting and internal control functions of their organization.


Start-up or recently established businesses may not have the need, adequate financial or internal resources to devote to these functions. FMS offers custom solutions developed specifically for each client’s unique needs and requirements to manage day-to-day operations including:


  • General and management accounting
  • Financial planning, budgeting and reporting
  • Treasury and cash management
  • Inventory and standard costs management
  • Financial consolidation
  • Tax/Audit preparation and support
  • Payroll and benefits management
  • Mentoring and coaching internal finance teams
  • General business administration and management of external relationships with banks, auditors, tax/legal advisors


Back

Financial Management & Accounting Services:

FMS can oversee all aspects of accounting operations and assist clients with :


  • Establishing and enforcing accounting policies and procedures
  • Ensuring compliance with GAAP/IFRS requirements
  • Ensuring the client's financial data integrity
  • Managing the preparation of all financial statements and periodic financial, shareholders' and governmental agencies reports
  • Providing support for the preparation of accounting and tax audits
  • Directing the management of the clients' liquidity needs, including monitoring cash-flow performance and utilization of working capital funds
  • Assisting clients in the negotiation of credit facilities or private equity fundin
  • Overseeing payroll processing and managing employees benefits programs
  • Supporting clients in managing external relationships  with banks, auditors, tax/legal advisors, etc.


Back

Strategic Management and Advisory Services

FMS can play a lead role in partnering with CEOs and members of our clients' Executive or Senior Management teams and in supporting the development of effective and innovative value creation strategies.


FMS can assist with the assessment of the prospective return of a client's major investment, in close alignment with its overall corporate mission and strategy.


We work with CEOs and other key Executives on strategic growth and profitability projects such as expanding into new markets, product lines or geographic areas, or assisting with the realignment of commercial and operational activities to establish clearer responsibilities and stronger accountability within the organization, ultimately leading to higher profits and enterprise value.


We support our clients' management teams to coordinate the strategic planning activities of new programs, set compelling goals and establish priorities and key metrics to monitor and manage execution.


Back

Project Management and ERP Systems Deployment

FMS can provide clients with hands-on support to implement and deploy new enterprise software, from basic accounting to multi-functional ERP systems.


FMS can provide a comprehensive end-to-end support to assist clients with some or all

phases of the project, including:

   -  Assessment of the client's needs

   -  Selection of most appropriate software/solution

   -  System customization and setup

   -  System validation, testing and implementation

   -  System transition planning and management

   -  User training


Back

 WHY CHOOSE FMS ?

Financial Management Services

Delivering Actionable

Advice and Customized

Systems and Solutions

FMS will provide actionable advice and practical custom solutions to start-up and established companies during periods of high growth, scaling, organizational transformation or corporate restructuring.

Clients will benefit from FMS' proven expertise at providing leadership and strategic insight to businesses having to deliver acceptable returns while facing growth challenges, leading to significant increases in revenues, profitability and global enterprise value.

Senior Professionals with Diverse Situational and Industry Experience

FMS provides highly experienced C-Level senior professionals with 20+years of financial and operational management experience within large, global organizations in North America and Europe operating in the medical and healthcare, biotech, aerospace, specialty manufacturing, and industrial services industries.

A Strong Operational Focus Backed-Up by a

Process-Driven Approach

All our consultants have had extensive practice of, and hands-on exposure to, corporate business and financial operations.

They are adept at improving business efficiencies by creating and maintaining an environment of positive and strong accountability, supported by a robust process-driven approach.

CONTACT US

We would like to hear about your needs

Please fill in the form or call us at (781) 354-9030 to set up an initial meeting.

Contact Form

Share by: