Package Description:

Whether you’re an accountant or controller at a large corporate, an auditor at Big 4, or someone else looking to transition to corporate finance at a fast-growing startup, I suggest that we connect and explore ways to set you up for success. Here’s a suggested coaching plan (we will tailor the series to your circumstances): • Introductory session (1 hr): What is Corporate Finance? What roles exist within the finance org? What functions do they perform? What does the team structure look like at a startup vs a large corporate? What skills are necessary? How to craft a compelling resume and story? • Succeeding during the first 90 days on the job (1 hr): What do companies expect of their finance teams? What does success look like for various finance roles? How to maximize your impact in the new team? • First finance hire at a startup (1 hr): How to build a solid financial foundation to help the company scale? How to set the right expectations and overdeliver? What are the must-have contractors, software tools, and subscriptions? Which core processes to build first? • Accounting (1 hr): How to set up accounting that scales with the firm? How to deliver accurate books on time every month? How to work with outside accountants? How to transition accounting in house? Best practice of reporting financial results to the team and the board. • FP&A (1 hr): How to build a financial model that’s comprehensive and easy to update every month? How to improve accuracy of monthly forecasts? How to allocate capital prudently based on your analysis? How to assist the team with hiring?