Office of the CFO
Experience on tap for the modern Office of the CFO. We help finance leaders fine-tune operations, strengthen controls, and elevate strategic decision-making. From optimizing close processes to enhancing forecasting and driving performance visibility, we bring the expertise that accelerates execution and delivers measurable impact to the bottom line.
Built for Today’s CFO. Ready for What’s Next.
Pain points solved
- Manual processes slowing down close and reporting
- Limited visibility into performance and forward-looking insights
- Siloed systems and disconnected financial data
- Scaling challenges during growth, M&A, or transformation
- Gaps in technical accounting, reporting, or controls
- Under-resourced teams facing turnover or bandwidth constraints
- Strategy decks with no clear path to execution
- Manual processes slowing down close and reporting
- Limited visibility into performance and forward-looking insights
- Siloed systems and disconnected financial data
- Scaling challenges during growth, M&A, or transformation
- Gaps in technical accounting, reporting, or controls
- Under-resourced teams facing turnover or bandwidth constraints
- Strategy decks with no clear path to execution
Sub-services
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Office of the CFO Services
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Amplify FP&A
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Treasury
- Finance Transformation
- Financial Reporting & Advisory
- Outsourcing & Team Continuity
Value Delivered
- Faster, more reliable close and reporting cycles
- Real-time visibility into financial and operational performance
- Stronger controls and reduced risk exposure
- Scalable finance functions built for growth
- Actionable insights that drive confident decision-making
- Strategy translated into measurable, bottom-line results
Elevating the Office of the CFO for today’s market
Conquer problems, improve operations, and future-proof the Office of the CFO
Office of the CFO Services
Embark can provide CFO-level support for interim roles, ongoing fractional needs, and strategic projects like capital raising or M&A.
Amplify FP&A
Streamline budgeting, forecasting, and reporting. Expand CFO capabilities with strategic insights and analytics for growth.
Treasury
Optimize your cash flow, manage risk, and get better visibility into your finances. We'll streamline your treasury operations from stem to stern for better efficiency and control.
Finance Transformation
Transform your finance function and office of the CFO into a strategic powerhouse. We'll align processes and technology with your goals, empowering you to drive business growth.
Financial Reporting & Advisory
From technical accounting and compliance to reporting and controls, our former Big 4 professionals have your back. Get the knowledge and bandwidth you've been looking for.
Outsourcing & Team Continuity
Interim. Fractional. Outsourced. Whatever it takes keep your Finance, Operations and Reporting teams running on all cylinders, at all times. Skill gaps and limited bandwidth have nothing on you.
Trusted by leading companies
Your partner for resilient growth
Meet our office of the CFO leaders
Client satisfaction that speaks for itself
Our client satisfaction scores are more than 70% higher than the industry average — here’s why:
Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
Get the insights business leaders rely on
From guides and checklists to podcasts, our resources help you prepare
for audits, optimize cash flow, and prepare for IPOs with confidence.
The Capital Allocation Process: Methods & Best Practices Every CFO Should Know
Download our guide
How to Build an FP&A Function
Download our guide
NetSuite for
SaaS Companies
Read the article
M&A Guide: Key Steps for a Seamless Financial Integration
Read the article
Frequently Asked Questions
When should we bring in Office of the CFO advisory support?
Most organizations engage us during moments of complexity—rapid growth, system implementations, audit readiness, M&A activity, leadership transitions, or when internal teams are stretched thin. If your finance function is struggling to keep up with business demands or you need sharper visibility into performance, it’s the right time to bring in experienced support.
How is Embark different from traditional consulting firms?
We don’t just advise—we execute. Our teams are made up of Big 4 alumni, industry veterans, and finance operators who embed alongside your team. We focus on delivering tangible outcomes, not just strategy decks, ensuring improvements show up in your processes, reporting, and bottom line.
Can you support both strategic initiatives and day-to-day finance operations?
Yes. We operate at both the strategic and tactical levels. Whether you need help building an FP&A function, leading a finance transformation, improving close and reporting processes, or providing interim leadership, we tailor our support to meet your organization’s immediate and long-term needs.
Do you offer interim or outsourced finance leadership?
Absolutely. We provide interim CFOs, controllers, technical accounting specialists, and project-based finance professionals. Our flexible engagement model ensures continuity during transitions while maintaining momentum on key initiatives.
What results can we expect from working with Embark?
Clients typically see faster close cycles, improved forecasting accuracy, stronger controls, enhanced reporting clarity, and better alignment between finance and business strategy. Most importantly, we help CFOs turn financial data into actionable insight—driving smarter decisions and measurable performance improvements.
Tell us what you need help with
All Embark solutions begin with a conversation. Fill out this form and one of our advisors will follow up with a call. We can then better understand your needs and craft the right solution for your organization.