01
Interim CFO & Finance Leadership
Continuity in senior finance leadership during transition, investor pressure, board intervention, or other credibility-sensitive periods.
Review serviceServices
Senior finance mandates spanning leadership, reporting, transformation, and execution.
Stratera is retained where an organization requires senior finance leadership that can step in quickly, establish control, and carry a defined situation forward without reducing the work to generic consulting process or abstract transformation language.
Primary Service Lines
Seven core service lines structured around live finance situations rather than broad consulting categories.
AI-enabled workflow and decision support sit within finance transformation where useful; they are not treated as a separate primary line. Representative mandates show how these service lines are applied in live situations.
02
Transaction Readiness & Execution
Finance preparation and execution under diligence, negotiation, and close pressure.
Review service03
IPO & Public Company Readiness
Institutional finance capability, committee materials, controls, and cadence for public-company expectations.
Review service04
Audit Recovery & Governance
Audit remediation, controls, governance, and restoration of reporting credibility.
Review service05
Finance Transformation & Institutionalization
Planning, reporting, controls, operating cadence, and AI-enabled modernization within disciplined finance environments.
Review service06
Financial Reporting & Technical Accounting
Financial reporting leadership, disclosure quality, IFRS and US GAAP work, and technical accounting oversight.
Review service07
Controllership & Finance Function Build
Close process, team structure, systems, governance, and finance function design.
Review service01
Interim CFO & Finance Leadership
Mandates where the senior finance seat cannot remain open, or where the function requires an experienced operator to assume direct responsibility for reporting, forecasting, governance, and stakeholder communication.
- Interim CFO coverage during vacancy, transition, board intervention, or acute execution pressure.
- Direct work with boards, lenders, investors, and audit committees where finance credibility is under scrutiny.
- Stabilization of cash management, forecast discipline, close, and reporting cadence while clarifying the longer-term finance leadership structure.
02
Transaction Readiness & Execution
Mandates where financial reporting, diligence materials, operating narrative, and senior finance execution must hold up through a live process and direct negotiation.
- Finance cleanup, EBITDA framing, and diligence preparation to transaction-ready standard.
- Data room structure, management materials, and operating narrative built to withstand scrutiny.
- Embedded finance leadership through process execution, negotiation support, and direct coordination with buyers, lawyers, bankers, and advisors.
03
IPO & Public Company Readiness
Mandates where finance must meet public-company standards across reporting, controls, governance, and board or investor visibility.
- Readiness assessment across reporting, planning, controls, and governance for listed-company expectations.
- Committee materials, investor reporting, and disclosure cadence built to public-company standard.
- Finance capability institutionalized ahead of or following a public-market step change.
04
Audit Recovery & Governance
Mandates where audit processes have stalled, controls are weak, or governance confidence has deteriorated and must be rebuilt quickly.
- Audit file rebuilds, remediation planning, and control redesign where reporting credibility is at risk.
- Big Four coordination, issue management, and board or audit committee reporting under pressure.
- Restoration of reporting credibility, working governance, and a more reliable control environment.
05
Finance Transformation & Institutionalization
Mandates where finance has outgrown its existing operating model and requires stronger planning, reporting, controls, and management cadence. AI-enabled process improvement is embedded where useful, controlled, and clearly tied to finance execution.
- Finance operating model redesign, management cadence, and FP&A routines suited to the next stage of scale.
- Close acceleration, reporting discipline, and data quality improvement tied to better decision-making.
- Institutionalization of controls, ownership, and governance, with controlled use of automation and AI where it improves execution.
06
Financial Reporting & Technical Accounting
Mandates requiring senior reporting leadership across technical accounting, disclosures, MD&A, close quality, audit files, and public-company or investor-grade reporting expectations.
- Financial reporting leadership under IFRS and US GAAP, including ownership of statements, disclosures, and close quality.
- Technical accounting positions, memos, and policy alignment across complex reporting areas.
- MD&A, disclosure support, audit file readiness, and reporting governance under external scrutiny.
07
Controllership & Finance Function Build
Mandates focused on core finance infrastructure: close, team structure, systems, control ownership, and the practical operating backbone of the finance function.
- Controllership leadership and month-end close redesign with clearer ownership and reporting cadence.
- Team structure, role definition, and escalation pathways suited to a more disciplined finance function.
- Finance systems, controls, and operating governance built for scale, audit readiness, and decision support.