Financial Services & Banking

Financial Services and Banking

Financial services and banking have seen more changes since the Great Recession of 2008 than any other decade since the Great Depression. The regulatory landscape, real estate market, and interest rates have tightened, making it very difficult to compete. The resulting consolidation among financial service providers continues as it becomes more difficult to ensure that high-quality service offerings incorporate superior technology. Navigating through the new financial landscape while leading your company and restructuring for profitability have become significant requirements for business management and demand extensive industry expertise. Partnering with independent resources enables your management team to concentrate on day-to-day operations and allows you to focus on the goals and objectives that are paramount to your success.

How the Florida CFO Group Can Help

We give our clients the flexibility of using us from a couple a days per month to full-time, meeting their requirements with the minimum of investment and without a long-term commitment.

Although each business faces different challenges, our partners have dealt with most of them during their 30-plus years of experience. We customize our services to deal with the unique challenges of each of our clients. Depending upon their most pressing requirements, our clients might have us focus at any given time on one or more of many areas, including:

Fractional Share (Part-Time) or Interim CFO
  • Manage Banking Relationships
  • New Financing and/or Investment
  • Upgrade Accounting Staff
  • Hire Long-term CFO
Planning, Budgeting & Modeling
  • Cash Availability Projections
  • Annual Budgets
  • Updated Forecasts
  • Strategic Plans
  • Potential Customer Profitability Projections
  • Potential Product Profitability Projections
Compensation Management
  • Commission Plans
  • Stock Option & Stock Purchase Plan Management
M&A Transactions
  • Acquisitions & Divestitures
  • M&A Due Diligence
  • Transaction Structuring
  • Acquisition Integration
Internal Reporting & Processes
  • More Accurate Financial Information
  • More Timely Financial Reports
  • Calculating Produce/Service Line Profitability
  • Calculating Customer Profitability
  • More Efficient and Effective Processes
Finance Projects
  • Business Plans
  • Change Management
  • Contract Negotiations
  • Cost-Reduction Initiatives
  • Debt Management
  • Leasing Programs

Call: 877-352-2367


"I worked with Ginger for approximately 3 years, where (together with a few other key players) we turned around a struggling bank. Ginger knows her craft (accounting) well and is hard-working, detail-focused, and results-oriented. She understands and balances the importance of gathering meaningful information and including others to make key decisions ... and then has the confidence, resolve and judgment to make routine and critical decisions in timely and appropriate manners. Ginger expects much of herself ... and the best from others ... and this led to a successful turn-around."
Jeffrey Carter
Senior Vice President, Commercial Lender