Service Area: Human Capital
Client Type: PE Firm Portfolio Company
Service Provider Type: Interim CFO
Industry: Technology – Software
A B2B SaaS portfolio company needed a go‑to bench of interim CFOs to support its fast‑growing investments. The company sought 1–2 additional CFOs who could cycle through portfolio companies, implement basic processes, structure and reporting, and partner with CEOs on key financial initiatives.
With each new investment requiring 3–6 month finance leadership, the company lacked sufficient interim CFO capacity. It needed candidates with early‑stage software experience who could arrive on site part time and quickly professionalize budgeting, KPI tracking and board reporting across multiple businesses.
BluWave tapped its network to introduce a shortlist of multiple interim CFO candidates with deep B2B SaaS and early‑stage company expertise. Each candidate demonstrated the ability to build reporting frameworks, lead M&A diligence and establish financial controls. The client selected the best fit and now has access to a rotating pool of on‑site CFOs.
The first chosen interim CFO swiftly implemented budgeting cycles, monthly reporting and KPI dashboards, boosting financial transparency across the portfolio. This scalable interim CFO program ensures each new investment receives capable finance leadership without delay.
The interim CFO BluWave selected was a very valued team member. She helped drive process change throughout the organization with her leadership skills. She also was more than happy to roll up her sleeves and get tasks done. Any work product she produced was with the consideration of her audience and the goals of the project. It was always a highly intuitive product.
She was always flexible with her direct reports but firm enough to make sure everyone understood the important of deadlines. I whole heartedly would refer her for any assignment in which she would lead an accounting or finance team. Her professionalism and experience make this an easy decision to do so.
-Director of Finance at Portfolio Company
