Finance Practice

Financial leadership is essential to help guide and improve business performance across the organization. J. F. Smith & Associates will work with you to assure that your financial strategy can support your objectives, and that the strategy is consistent with your operational goals.
Using our analytical approach and facilitative methodology, we will help you focus on four key areas: Growth, Controls, Efficiency and Compliance. We will work with your finance team to support management and your functional teams and operating management to significantly improve business performance and drive enterprise growth.     

Our financial leadership can bring real operational solutions to your company whether privately or publicly held, early stage or mid-market. We can take on the role of interim financial leader at the CFO level, or provide the resources at the Controller or Treasurer, etc. position, or for a specific project or assignment. The need for our services may arise due to a particular skill shortage or be driven by a specific transactional or operational event such as a recent M&A or perhaps a requirement to access the capital market for corporate funding. We are also available to work with you to provide due diligence, operational diagnostic reviews or practical independent advice. We can also provide these services on a retention (less than full time) basis.

Our Services Include:
Growth through Market Opportunities

  • Fact driven and risk balanced strategic planning
  • Evaluation of strategic options
  • Return on investment analysis for operating alternatives
  • Disciplined approach to critical resource allocation decisions
  • Funding strategies and the access the capital market

Business Performance Controls

  • Relevant and timely management reporting and analysis
  • Cross functional objectives setting
  • Project cost management specifically Research and Development
  • Cash and treasury management systems and controls
  • Cash and Profitability objectives compatible with operations
  • Establishment of product cost systems

Operational Improvements

  • Cash flow analysis and improvement
  • Improving internal cost structure
  • Optimization of financial processes
  • Blending financial and operational requirements
  • Finance team organization and development
  • Information system needs and requirements
  • Overhead analysis and improvement

Compliance to fiduciary and statutory accounting requirements

  • Sarbanes-Oxley, SAS 70, compliance consulting
  • FASB Guidance/Implementation
  • Risk based using COSO and CoBit, GAIT, AS 5
  • NAIC Model Rule
  • Regulatory Reporting

To learn more about our Operations and Finance Practice, contact