Financial Resource Spotlights
We have a deep bench of trusted, PE-approved, financial resources. Below are a few that we'd like to spotlight this month.
CASE STUDIES
INTERIM CFO & GLOBAL FINANCE STRATEGIST
Bio: Available interim CFO who specializes in professionalizing finance functions for recently acquired businesses, especially during CFO transitions and the first 100 days post-close. Steps in to stabilize cash and liquidity forecasting, purchase accounting and opening balance sheet work, loan compliance cadence, and management reporting from cash flow to GAAP. Brings strong integration support across people, processes, and systems, plus operational finance expertise (cost accounting, KPIs, utilization/capacity modeling) across manufacturing, distribution, and services industries.
Bio: Global manufacturing CFO and strategic business partner with experience across PE-backed, public, and family-owned environments. Lead multi-site, multi-country operations, with strong FP&A, controllership, treasury, cash flow, and risk management skills. Trusted to drive operating discipline, improve working capital, and support value creation through M&A, carve-outs, and integration. Has deep systems expertise (ERP/finance modernizations) and cross-functional leadership to accelerate execution in complex industrial settings.
M&A, INTEGRATION, AND FINANCE TRANSFORMATION CFO
VALUE CREATION FOCUSED INTERIM CFO
Bio: Hands-on finance and operations leader with experience supporting organizations from early-stage ventures through scaled pharmaceutical contract manufacturing. Guided teams through venture funding, M&A, and day-to-day strategic management across U.S. and international markets, with a practical, execution-oriented style. Brings deep healthcare and life sciences perspective, pairing rigorous analytical training with leadership in complex, regulated operating environments.
Bio: Seasoned finance executive (CPA, MBA) specializing in private funds and alternative investments, with 15+ years spanning fund and management company operations. Lead GAAP reporting, NAV/valuation oversight, audits, budgeting, liquidity planning, and tax deliverables (including K-1 coordination), while improving close cadence through automation and process redesign. Experienced partnering with fund administrators, auditors, and compliance teams on SEC filings and fund structure setup, with a practical, detailed execution style.
FUND-FOCUSED FINANCE EXECUTIVE
Learn More About Other Spotlight Functional Areas:
Interim CFO Needed to Integrate a New PE Platform Company
A private equity firm purchased multiple I.T. managed services companies with the intention of integrating them into one streamlined platform. They wanted a candidate from a targeted subset of pre-vetted, PE-grade interim CFOs that fit their very specific needs by company size, budget, industry, culture, and geography.
Supporting Portco in Sale Process
A private equity firm was prepping their healthcare technology portco for sale and was in need of an independent prep for sale resource. They were looking for someone to manage the book closing and influx of requests that would occur during the sales process in order to support the portco through the process over the next 3-6 months.
© 2025 BluWave. All Rights Reserved.
Terms of Use | Privacy Policy | (615) 588-4010 | info@bluwave.net
Professionals
CFOs &
Investment
Connect With A Resource
Get connected with one of our many interim CFOs, or learn about other resources in our network.
IC Code: 209638
IC Code: 209628
IC Code: 209659
IC Code: 59339