Workers at a dairy processing facility

Delivering Day‑One Readiness in
Finance & Operations for a Sponsor‑Backed CPG Carve‑Out

  • Partnered with Finance to track one-time carve-out costs and TSA expenses
  • Developed standalone processes and managed the separation activities
  • Replaced the legacy structure with a streamlined financial reporting process

summary

Following the carve-out of a large-cap CPG brand from a publicly traded conglomerate, our Finance and Operations teams partnered to establish standalone capabilities and ensure a smooth transition.

Together, these efforts built a strong foundation for the new standalone entity, accelerating financial independence and operational continuity. 

Streamline

Financial Reporting Overhaul: Replaced the legacy structure with a streamlined, Excel-based reporting model integrated with the planning system, supporting board, lender, and management reporting.

Lender Reporting & Team Upskilling: Created a comprehensive MD&A package and implemented a reporting calendar while training the local FP&A team.

Liquidity Visibility: Rolled out cash reporting and a 13‑week cash flow model, delivering critical liquidity insights and improving financial control.

Separation Management Leadership: Managed the Transition Services Agreement (TSA) and all separation workstreams, ensuring alignment with timelines and project goals. 

Transparent Cost Tracking: Partnered with Finance to track one-time carve-out and TSA costs, improving forecast accuracy and financial transparency. 

Data Catalog

Standalone Process Implementation: Worked cross-functionally to develop and implement core business processes, enabling the company to operate independently post-separation. 

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