CFO case study

Interim CFO Transition

Reporting rhythm during leadership change

Reporting rhythm and board materials during leadership transition.

Unexpected departure of the finance manager left month-end at risk and board reporting delayed.

Sector: ManufacturingDuration: 6 monthsService: CFO support

Problem

Close checklists were person-dependent. Cash forecasts were updated irregularly. Auditors flagged incomplete reconciliations.

Approach

We stabilised close with documented tasks, reinstated weekly cash visibility, and rebuilt board packs on a fixed template. Coached remaining staff on ownership.

Outcome

Three consecutive on-time closes; board received consistent MI. Handover to a new internal hire included playbooks and model walkthroughs.

Outcome

Management gained clearer visibility for board and banking discussions, with models and reporting rhythms the internal team could maintain after handover.

Frequently asked questions

What changed in month-end?

Predictable close dates, cash visibility, and board materials within two reporting cycles.

Was hiring part of the plan?

Support bridged until permanent leadership; handover included checklists and pack templates.

What clients say

“Interim support stabilised month-end within two cycles. We kept our team; Glenlyon left us with checklists and a board pack format we still use.”

CEOLogistics & storage · Australia

Interim CFO enquiry

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GLENLYON ADVISORS PTY LTD · ABN 78 633 141 465 · Corporate finance and management support · Level 2, 2 Gardner Close, Milton QLD 4064, Australia