Office of the CFO

The financial function is a critical partner in value creation in most businesses. We provide unparalleled support to the Office of the CFO to shape organizational strategy and enhance long-term business value.

As CFOs and finance leadership across sectors face increasing demands, understaffing, and unprecedented challenges, we deliver guidance regarding financial planning and operations improvement, risk mitigation, and strategic business intelligence.

Our experts help CFOs and financial leadership develop and execute key finance initiatives. We provide strategic and tactical support to our clients’ financial needs, including resource augmentation, financial planning & analysis, and interim CFO and Controller services.

Our operationally focused experts fill critical vacancies and skill gaps in corporate finance teams, allowing leadership and management teams to confidently focus on their extensive responsibilities, and when necessary, provide runway to hire the right individual.

Our Subject Matter Experts

Accredited Business Valuators
Accredited Senior Appraisers
Certified Business Appraisers
Certified Financial Forensics Experts
Certified Fraud Examiners
Certified Insolvency & Restructuring Advisors
Certified Public Accountants
Certified Turnaround Professionals

Certified Valuation Analysts
Chartered Financial Analysts
Claims Accountants
Cyber Experts
Data Analysts
Forensic Accountants
Forensic Economists
Former C-Suite Executives

Fraud Investigators
Intellectual Property Securities Experts
Intellectual Property Valuation Experts
Operational Performance Experts
Profit & Loss Optimization Experts
Receivership Experts
Regulatory Compliance Experts

Corporate Finance Resource Augmentation

We leverage decades of industry experience to provide expert support to CFOs and corporate finance departments. We serve as hands-on partners to both healthy and distressed companies to fill gaps and transform financial operations.

Once a skill gap or vacancy has been identified, our experts step in to seamlessly fill that role, add measurable value, and allow management teams to focus on their day-to-day responsibilities. We provide support to CFOs and finance leadership wherever needed, spanning department functions including:

Accounting Advisory
Business Intelligence
Capital Management & Restructuring
Cash & Liquidity Management
CFO / Controller Support
Chief Restructuring Officer
Cost Optimization
Finance Technology Implementation & Digital Transformation
Financial Data Analytics
Financial Planning & Analysis (FP&A) Support
Financial Statement Preparation
Integration Planning & Execution
Interim Leadership
Mergers & Acquisitions (M&A) Advisory
Operational Performance Improvement & Process Automation
Profitability Enhancement
Regulatory & Compliance Consulting
Turnaround & Restructuring
Valuation Advisory & Support

Strategic Financial Planning & Analysis (FP&A)

Comprehensive financial planning and analysis are imperative to an organization’s ability to make timely and informed business decisions. We help resource-constrained CFOs and corporate finance leaders analyze and interpret current financial and operational data, offering expert guidance for analyzing key data points and devising financial forecasts for various scenarios, financial outputs, and desired outcomes.

We utilize advanced data analytics to assess an organization’s current financial position, facilitating accurate budgeting and forecasting and providing insight to support strategic decision-making, reporting and metrics, and implementation of best practices.

Our financial planning and analysis service is an ongoing performance role that enables organizations to make the best possible decisions when allocating limited capital resources.

Interim CFO / Interim Controller Services

When a corporate finance team loses a key executive, such as their CFO or Controller, our experts provide a turnkey interim leadership solution to seamlessly maintain operations, allow time for an organization to make the right hire, and set up a strategic roadmap for future success.

By introducing stability and decisiveness into complex situations, we shoulder the responsibility of making difficult decisions unburdened by historical and emotional issues that often cloud decision-making. We bring credibility to every situation and serve as a stabilizing force for all constituents as we build consensus, direct or support our clients’ business needs, instill stability, and enhance enterprise value.

Financial Reporting & Valuation Support

We provide specialized expertise in valuations of businesses, securities, and intangible assets for financial reporting. We possess a deep understanding of U.S. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) and deliver guidance to clients on meeting ever-changing regulatory requirements in financial reporting. We develop objective and well-supported fair value opinions that stand up to the scrutiny of auditors and regulators including the Securities and Exchange Commission (SEC), the Financial Accounting Standards Board (FASB), and the Public Company Accounting Oversight Board (PCAOB).

RELATED SERVICE AREAS Click the to view directory

Fiduciary Services – Receivers, Assignees, Trustees

Investor Services

Operational Value Creation

Turnaround & Restructuring Services

INDUSTRY INSIGHTS

Keep up with the latest research and announcements from our team.

J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

Media Relations

Contact: [email protected]

YouTube

Twitter

Subsidiary Firms

Contract Administration Associates, a J.S. Held Company

DBSConsult, a J.S. Held Company

JS Held Malaysia Sdn. Bhd. | Registration No. 202001033278 (1389599-P)

J.S. Held Engineering Services PLLC

J.S. Held Singapore Pte. Ltd. | Registration No. 202032700W

J.S. Held UK Limited

J.S. Held India Private Limited

Ocean Tomo, a part of J.S. Held

California Architecture & Engineering services are provided by J.S. Held Engineering and Architecture, Inc., a wholly owned subsidiary of J.S. Held LLC

Areas of Expertise

Technical & Scientific

Strategic Advisory

Financial Investigations, Valuation & Risk

Digital & Data

Insights

White Papers & Research Reports

Perspectives

Educational Seminars & Events

Markets Served

Consumer Products & Services

Industrial & Manufacturing

Insurance

Private Equity

Real Estate

Retail, Restaurant & Hospitality

Technology, Media & Telecommunications

Transportation Infrastructure

About J.S. Held

Service Organization Control (SOC) 2 Type II

J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.

Member FINRA | SIPC