Machinery Portfolio Company Engages BluWave To Secure Interim CFO During Key Transition

A machinery portfolio company needed an interim CFO to cover its departing finance leader through the final stages of its annual audit. With its CFO facing medical issues and scheduled to transition out, the company required an experienced executive to maintain financial oversight.

The company lacked in‑house leadership to manage monthly reporting, 13‑week cash flow forecasts, and AP/AR processes during the transition. At the same time, it was preparing to engage a lender for an equity investment, necessitating robust and timely financial outputs.

BluWave quickly connected the company with a locally based interim CFO who could be onsite multiple days per week. The candidate brought deep expertise in digital commerce, inventory management, revenue recognition, and cost accounting – ensuring continuity and credibility with both internal and external stakeholders.

The interim CFO delivered accurate monthly reporting and cash flow projections, supported the audit wrap‑up, and built strong, trust‑based relationships with the finance team. His leadership enabled the company to focus on operations and the search for a permanent CFO without interruption.