Case Study

Interim Controller for $50M Specialty Healthcare Services

"A high-growth Private Equity-backed specialty healthcare services company needed an interim-controller to correct the financials"

Situation

  • A recent platform acquisition was made by a leading Private Equity group ​
  • A finance assessment resulted in the identification of a critical need in the controllership function to ensure appropriate accounting treatment and management​
  • The CFO lacked the accounting experience to provide proper leadership for the accounting functions

Bespoke Solutions

  • SLKone performed an assessment of the current landscape of needs within the finance and accounting functions​
  • Identified the critical gaps in the function and controls​
  • Assessed the team members to identify who may be able to support the controllership needs​
  • SLKone scoped the needs for surge capacity for the controllership function and improvements for the accounting function

Leading With Results

  • Developed an executable roadmap for success. SLKone developed an executable and realistic roadmap for implementing cleanup and improvement activities within the accounting function​
  • Provided interim, surge support for accounting. Through the assessment process, SLKone determined an interim, surge Controller was needed. SLKone provided a qualified, impact-focused Interim Controller
  • Updated compliance financial records. SLKone’s Interim Controller was able to lead the update of the books and records and ensure ongoing, compliant financial records
Case studies and expertise may represent projects and engagements performed by SLKone team members prior to their employment at SLKone