Service Offering
Office of the CFO
Finance functions are under unprecedented pressure to drive strategic value beyond operational compliance. Partner with Catalant to:
APPROACH
Build Executive-Grade Finance Capabilities that Scale
01
Diagnose current state
Assess the finance organization across structure, systems, processes, and talent. Identify capability gaps and strategic misalignments.
02
Align with strategy
Partner with executive leadership to define finance's role in supporting enterprise objectives. Establish clear financial goals using forecasting and scenario planning.
03
Benchmark performance
Analyze key financial metrics, cost structures, and operational drivers against industry leaders. Incorporate market trends and economic outlooks into risk assessments while identifying value creation opportunities.
04
Design transformation blueprint
Architect enhancements to forecasting, reporting, governance, and liquidity processes. Recommend scalable tools and workflows.
05
Execute with precision
Drive implementation through rigorous project management and hands-on support. Collaborate with internal teams to embed financial discipline, enhance decision-making capabilities, and ensure seamless adoption across the organization.
06
Build strategic capability
Upskill finance teams and establish continuous improvement mechanisms. Enable sustained transformation toward strategic finance leadership.
Solution Spotlight: Catalant Forward Deployed Experts™
Modern Finance Runs on AI
Combine finance operators with AI engineers to deliver the AI insights a strategic CFO function needs.
WINNING TOGETHER
Office of the CFO Use Cases
Problem
A leading global mobility platform had incurred significant annual losses across its $2B vehicle leasing division and broader operations. High customer acquisition costs, operational inefficiencies, and an unsustainable asset-heavy ownership model undermined profitability as the company prepared for its IPO.
Action
Consultants conducted a comprehensive financial and operational assessment to identify core loss drivers. They led the strategic divestiture of non-core assets, generating $200M in cash while transitioning the leasing model to strategic partnerships. They then embedded finance teams within business units to drive cost transformation and renegotiate contracts, while securing $2B in credit facilities and developing a robust IPO financial narrative.
Results
- Reduced annual operating losses by $250M in one division
- Generated $200M cash through targeted divestitures
- Secured $2B credit facilities, ensuring transformation liquidity
- Positioned the company for successful IPO with a compelling financial narrative
Healthcare Finance Modernization
A PE-backed healthcare provider struggled to meet its PE sponsor's financial reporting expectations while transitioning 80 locations from Excel-based budgeting to scalable systems. Consultants stood up a comprehensive finance function, delivering modernized budgeting and forecasting with improved accuracy, financial transparency, and investor confidence, earning CEO recognition as "masterpiece of effort."
Global Rental Car Finance Standardization
A global rental car company with operations in 50+ countries had grown through acquisitions, creating fragmented finance processes. The team executed a comprehensive engagement identifying $50M+ in annual savings opportunities. They deployed Oracle Cloud ERP across all countries, established shared services networks, and delivered more than $50M in run-rate savings through standardization and automation.
Enterprise Performance Architecture
A global organization's finance function lacked visibility into operational drivers, limiting the CFO's strategic impact. The team collaborated with senior management to establish a comprehensive performance management framework aligned with corporate strategy. They designed enterprise-wide metrics architecture enabling data-driven decision making that strengthened financial governance and delivered measurable ROI.
featured experts
Office of the CFO Consultants
Seth Sokoloff
Catalant consultant
Ex-CFO and ex-PE investor with proven impact at General Atlantic and Thoma Bravo
Adam Saks
Catalant consultant
Ex-CFO and FP&A leader at Perella Weinberg Partners and Fortress Investment Group
Seth Sokoloff
Ex-CFO and ex-PE investor with proven impact at General Atlantic and Thoma Bravo
Delivers rapid growth, operational excellence, and investor value maximization in private equity-backed environments with extensive CFO experience. Specializes in scaling finance functions, implementing sophisticated FP&A processes, and supporting strategic initiatives across SaaS, healthcare, and business services sectors.
Adam Saks
Ex-CFO and FP&A leader at Perella Weinberg Partners and Fortress Investment Group
Leads high-impact finance and FP&A functions with 15+ years of experience including CFO role at global firm with $350B AUA. Develops sophisticated projection models and drives data-informed decision-making for executive leadership through strategic financial modeling and performance optimization.
Sid Breja
Ex-Amazon, Uber, eBay, and Capital One finance leader
Drives complex P&Ls and capital strategies across e-commerce, mobility, and fintech with 20+ years of experience. Led finance for Amazon's $25B Consumables business, supported Uber's path to profitability and IPO readiness, facilitated $20B+ in capital raises, and executed $10B+ in M&As. Specializes in financial planning, investor relations, raising capital, and M&A execution.
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