Finance Leadership & Execution

When the numbers matter most, bring in someone who can deliver clarity

You don't always need a full - time finance leader - but you do need a team who can steady the ship, cut through the chaos, and drive execution.

Common Problems

Big transformations often leave unexpected messes in the finance function that come out of nowhere - a new reporting mess, invoice processing delays, or a financial close process that won't work with the new ERP. Quickly, finance loses influence and credibility and several things start to slip:

What Goes Wrong

You're not performing financial close on time (or at all)
You don't trust your own data (things like your gross margin, COGS, etc.)
Financial reporting doesn't align to the business after the transition
FP&A is reactive and doesn't provide the insight the business needs strategically

Waypoint provides interim and fractional finance leadership with minimal ramp up time. We step in, understand the problem, frame the fix, and drive financial execution that matters most - be it reporting, forecasting, or clean up.

Typical Client Use Cases

Post-Merger Finance Team Integration

Two sets of books. Conflicting processes. One finance team that wasn't ready. We help unify and normalize fast.

Post-ERP Financial Reporting Gaps

You've gone live.....but your trial balance is out of whack, reports don't tie out, and accounting is stuck reconciling bad data and unreliable reports

Finance Leader Departure or Skill Gap

You've lost a key finance leader or outgrown your current bench. We bridge the gap and build the next layer

Assess & review financial allocations (both budgets and forecasts) to ensure financial resources are directed toward top priorities
Assess and create enterprise budgets and forecasts to support evolving business goals
Lead monthly close, finanical reporting, and forecast cycles
Design and implement performance metrics and dashboards
Support post-transaction integration or carve-out accounting

What We Actually Do

Common Outcomes

Stabilized monthly close process and faster reporting
Increase forecast accuracy and executive confidence
Clean, audit-ready books and reconciliations
Strategic finance roadmap for the next phase of growth