Outsource Problems, Insource Solutions
Outsource Problems, Insource Solutions
Embedded Files
Though executive pay can be cost-prohibitive for many businesses, that doesn't preclude the need for C-level leadership and guidance up and down your finance vertical. Circumstances can change quickly in the business world and you need executive leadership you can rely on us to consistently deliver high-level performance and results. Whether you're going through a period of transition or concept-testing a fully outsourced solution, count on us to fill in the gaps.
Strategic Planning
Strategic Planning
Solidifying a vision and deciding on a strategy to execute requires team work and initiative. Your institutional knowledge will help us craft a plan tailored for your company's needs, as well as enable and empower your team to deliver.
- Capital Budgeting
- Merger and Acquisition (M&A) Activity
- Business Plan Forecasting
- Investment Policy Statements
- Strategic Partnerships
- Market/Economic Analysis
- Go-to-Market Scenarios
- Worker Retention Initiatives
- Employee Stock Ownership Plans (ESOPs)
- Dividend Distribution & Retained Earnings
- Environmental, Social, and Governance (ESG) Protocols
- Firm- and Industry-Specific Finance Initiatives
- Enterprise Resource Management (ERM) Tools
- Banking Relationships
Tactical Initiatives
Tactical Initiatives
There are numerous paths to reach the finish line. We will craft the most efficient, cost-effective way to achieve your vision. Providing guidance that is client-specific, we realize that nuance matters. Our team approaches each task meticulously, engineering the solution that works best for your goals.
- Project Finance
- Cash Conversion and Working Capital Optimization
- Due Diligence and Term Sheet Consulting
- Credit Analysis and Borrowing Cost Reduction
- Pension Fund and Defined Benefit Plan Guidance
- Procurement and Cost/Benefit Analyses
- Trade Finance Negotiations
- Portfolio Management
- F/X, COGS, and Interest Rate Hedging
- Customer Retention Initiatives
- Vendor Management
Ongoing Operations
Ongoing Operations
Don't let the recurring responsibilities of your firm distract you from your mission. Our team will handle the day-to-day tasks and deliverables required for business continuity, while also re-imagining existing procedures to optimize workflow. We provide the support you need to keep up with the pace of business.
- Workflow Automation & Process Efficiency
- Treasury Operations
- Asset Management
- Financial Planning and Analysis (FP&A)
- Sweeps
- Investor Relations
- Compliance and Debt Covenant Monitoring
- Cash and Liquidity Forecasting
- KPI Models and Dashboards
- GAAP Accounting Support and Compliance
- End-of-Period Reconciliations
- Risk Mitigation
- Capital Markets
2017 - 2025 Infinitum Financial LLC
Report abuse