Greenwood Financial Advisory

Greenwood Financial AdvisoryGreenwood Financial AdvisoryGreenwood Financial Advisory
Home
Buy-Side
Sell-Side
About
Contact
Interim CFO

Greenwood Financial Advisory

Greenwood Financial AdvisoryGreenwood Financial AdvisoryGreenwood Financial Advisory
Home
Buy-Side
Sell-Side
About
Contact
Interim CFO
More
  • Home
  • Buy-Side
  • Sell-Side
  • About
  • Contact
  • Interim CFO
  • Home
  • Buy-Side
  • Sell-Side
  • About
  • Contact
  • Interim CFO

The finance seat, filled properly

A portfolio company needs a finance leader on day one, or the incumbent CFO does not survive the deal, or the seat is simply empty at the wrong moment. I can take it rather than start a search — and having sat on the diligence side, I build the function so it survives the scrutiny I used to apply.

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Running the function

Full ownership of finance and accounting. The close calendar, the controls, the chart of accounts, and the team. FP&A, budgeting and forecasting that management can actually run the business against.

Reporting the sponsor trusts

Sponsor, lender and board reporting on a cadence that holds. Covenant compliance, working-capital discipline and cash management — the things that get noticed only when they go wrong.

Built to be handed over

The job is to leave the seat better than I found it. That means a permanent CFO can step in without relearning the company, and a buyer's diligence team finds a function that holds up when the exit comes.

Greenwood Financial Advisory Services, LLC — a Delaware limited liability company. Copyright © 2026. All rights reserved.

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