Success Stories

Finance department revamp

Salo Expert™ matches senior experts in finance, accounting, and HR with organizations that need their help. Together, they tackle tough challenges, clean up messes, make strategic breakthroughs, and help every client get ahead.  


The leaders of a privately-owned company realized their finance department needed a major overhaul. They were looking for overall strategic advice about the department structure and help with several specific needs, including:

  • Establishing KPIs
  • Creating a dashboard to track business results
  • Establishing budgeting and forecasting processes
  • Redefining the role of the CFO


Salo matched the client with a Salo expert with experience as a CFO in a permanent role and as a consultant. The consultant spent seven months working fractionally (a couple of days a week) with the client stakeholders to meet their goals.


In addition to creating the specific tools and processes the client asked for, the consultant performed an assessment of the finance department—identifying key issues, evaluating existing employee skillsets, and designing a more effective infrastructure for the finance department.

Then, the consultant created a transition plan to move the organization forward, including working with Salo’s direct hire team to find a new, permanent CFO for the organization. Finally, the consultant helped with the hiring and onboarding of the new leader. Today, the client’s finance team is thriving and making an enormous, positive impact on the company.

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