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Geller & Company Success Stories

 

CFO Advisory Services Successes

• Delivered hands-on advisory to an investment bank, supporting the firm's rapid growth from a single office, domestic boutique to a full service multinational. Provided expertise on process design, technical accounting and reporting issues, internal controls, compliance matters, technology investment and cost/benefit modeling, vendor selection, infrastructure set-up, staffing and resource planning. The investment bank now has offices spanning 4 continents.
  
  
• Designed and implemented a business intelligence technology platform for a publicly traded digital media company. Streamlined communication, data sharing, metric development and analysis, and management reporting to provide clarity and improve decision making across the organization.
  
  
• Stabilized the finance and accounting environment for a financial services firm, including its subsidiary broker-dealer and software-as-a-service business. Further advised the company on key accounting issues around a major debt refinancing and corporate restructuring, positioning the firm favorably for the launch of new product offerings and growth opportunities.