Finance

Delivering financial best practices to help your business thrive

Executive Performance On Demand.

When We’re Needed.
For As Long As We’re Needed.

The Osborne Group financial professionals add value in senior finance positions overseeing year ends, managing critical projects or conducting policy and process audits. We take on specific assignments or work on an interim basis, leading your finance team and providing guidance on key finance decisions. Our highly experienced financial executives don’t just propose solutions – they plan the implementation and execute, helping you develop and sustain sound financial controls for your organization.

We have experience in:

Interim CFO or controller services
Mergers & acquisitions, due diligence and investor relations
Business & financial planning
Performance measurement / KPIs
Enterprise risk management
Financial organization redesign
Financial analysis & regulatory reporting
Cash and capital management

The Osborne Group, a dynamic team of highly experienced executives, has been helping organizations succeed since 1993. We provide a wide range of professional interim management, consulting, planning, and project management services. Our clients are small, medium size and multinational companies in for profit, not-for-profit and government agencies.

We have experience across many business sectors, including:

Consumer packaged goods
Digital marketing/sales
Healthcare
Finance and banking
Insurance
Manufacturing
Technology
Telecommunications
First Nations

Our principals have leadership experience and in-depth knowledge in all areas of business. We get to work quickly and get the job done to the highest standards.

On every assignment we:

Focus on our client’s needs first
Collaborate to develop the best solutions
Work with integrity
Provide excellent quality service
Commit to outstanding results

Often the company’s president, CEO or business owner tries to fill the shoes of a CFO when there’s a problem filling this key financial position. A gap at the CFO or controller level can distract from other critical duties that require focus and attention. A middle management accountant, no matter how skilled at managing and balancing the books, cannot provide the important insight and expertise of an experienced CFO.

In this blog post, Osborne Group Principal Ken Goodwin explains the role of an Interim CFO for small to mid-sized companies. Part-Time Executive, Full-Time Value

The Osborne Group can provide your business with financial expertise on an interim basis. We provide ultimate flexibility and leadership support by scaling our services to the time and expertise you need.

Strong financial management provides your board and senior leaders with confidence about your true financial position. Improved financial reporting promotes transparency, accountability, and better decisions.

Contact the Osborne Group to discuss your business requirements, book a meeting or call for further information.

To rigorously establish how to value your business, Osborne principals rely on the Value Builder System™ as a tool for succession planning, sale of a business or as part of a mergers and acquisition process. Whether you’re just starting to think about selling or simply want to tighten things up, better fiscal management is always a good investment.

Contact us for a no-obligation introduction to the Value Builder process how our certified Value Builder experts can work with you to achieve a successful exit.

Osborne Group principals will ensure a financial assessment uses appropriate Key Performance Indicators (KPIs) and aims to optimize performance in your organization. We can design, evaluate and optimize your performance dashboard using industry best practices. Specific KPIs that address critical success factors are typical deliverables.

With sound KPIs in place, overall business and individual employee performance can be properly evaluated to determine opportunities for change or action. They should be easy to measure, visible and reported in a way that provides actionable feedback. 

How can you ensure your organization achieves the expected upside of a merger/acquisition and is not distracted from achieving the potential benefits? Our principals will help ensure financial controls stay in place and your company’s focus continues to be on managing expanded business activities.

The Osborne Group Principal Nash Nizam outlines his experiences from inside a merged organization: Mergers & Acquisitions – An Accountant’s Prescription for Success

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Our Clients Say It Best

Faced with potential operational funding cuts, our not-for-profit organization recognized the urgent need to consider various scenarios to plan for financial change. We were looking for structure and experience to help us think through some difficult questions. The Osborne Group facilitated a workshop with our board and using our current strategic plan, they developed three financial scenarios for the organization to explore. The Osborne Group was very thorough and provided the external perspective needed to ask hard questions that led to in-depth conversations and great engagement from the board. We can now step back and look at our organization from a wider lens and we have a plan to best move forward. Overall, The Osborne Group provided incredible value and we are very pleased with the outcome.

Wendy Rading

Executive Director, Arts Etobicoke

Working as a small team had become insular and repetitive, and the challenges of dealing with a tight budget meant we had to be creative to make the most of the available funds. We worked with The Osborne Group to create our new strategic plan because they had experience working with family health teams. They facilitated thoughtful and inclusive discussions with our team which allowed us to generate new ideas, gain a fresh perspective, and get out of our comfort zone. It was all very worthwhile because we now have a realistic plan that includes actionable items that we can work towards to reach the end goals and help drive us forward. The new plan is useful and understandable across sectors and allows the funders to see the challenges that lie ahead but also future success.

Kate Malisani - Executive Director

Crosstown Family Health Team

We were working with a team that had grown dissatisfied and was facing a lot of changes which resulted in low engagement scores. The Osborne Group was able to provide an HR advisor who facilitated sessions to talk with the group about the changes and expectations, new ways of measuring performance, explained the policies and processes and helped them explore career opportunities. After the sessions with the team, we could tell that the team was opening up to new ways of working and realize the benefits of the changes. We feel that overall, the sessions had a positive effect and that we are now on the right path forward.

Marcel Badertscher, CHRE

Vice President, Human Resources, Heartland Mutual Insurance

Our agency was going through a period of major transition, and we lacked bench strength on our team to help assess what was going on and provide top level leadership. The Osborne Group provided an interim executive leader who listened and quickly assessed the strengths and weaknesses of the organization. The ED made recommendations for new staff, restructuring and provided solid solutions that laid the groundwork for us to execute new initiatives and have long-term growth. We now have a stronger organization that’s armed with a strategic plan for a way forward.

Cindy Blakely

Founder, New Circles