CFO Services

Service / Business Consulting

Financial leadership is crucial for success

Working with a variety of small and medium-sized businesses, including family offices, we understand many of the challenges CFO’s and their companies face in achieving financial successGlobal Economics Group has developed services for the finance function which address many of those challenges. 

Performance and Data Analytics Dashboards for CFO’s 

CFO Services

Financial success is all about making the right decisions, and the right decisions are about having the right information at the right timeOur data analytics dashboards provide a timely and comprehensive view of your company’s financial and operational performance.   Our dashboard aggregates data from your various systems—ERP, HR, CRM—into actionable insights, enabling real-time decision makingThe dashboard is built on Microsoft’s cloud technology tools and can be adapted to any company’s technology stack. 

Fractional Finance, Corporate Treasury and Audit Leadership Roles 

CFO Services

Our fractional Finance Leadership services offer expert guidance without the overhead of full-time executivesFrom Chief Financial Officer to Corporate Treasurer to Chief Audit Executive, our experienced professionals provide strategic oversight on a flexible, part-time basis.  These roles encompass a wide range of responsibilities: financial planning and analysis, funding strategies/implementation, risk management and compliance.  Our finance professionals also have extensive M&A experience including due diligence/reverse due diligence. 

SOX Automation Program Services 

CFO Services

Our SOX Automation Program Services streamline compliance with the Sarbanes-Oxley Act, reducing the burden on your finance team while enhancing accuracy and efficiency.   During our initial assessment of your control environment, we first look for ways to automate key controls and processes, thereby enabling opportunities to automate testing of those controls via AI, genAI, RPA, etc.  These automated testing capabilities utilize continuous monitoring tools for control testing, exception reporting and trend analysisWe focus on critical areas such as access management, revenue recognition, change controls and journal entry generationOur SOX services not only save time and resources but also provide greater confidence in your company’s financial integrity and compliance posture. 

Team

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Edgar Ancona

Edgar Ancona

Advisory Board

Financial Services Consulting

Andrew Branion

Andrew Branion

Principal

Financial Services Consulting

John Couzens

John Couzens

Advisory Board

Financial Services Consulting

Mark L. Frigo

Mark L. Frigo

Advisory Board

Economic Consulting

Stan Logan

Stan Logan

Principal & Advisory Board

Business Consulting

Jim G. Logothetis

Jim G. Logothetis

Advisory Board

Economic Consulting

David Malcolm

David Malcolm

Advisory Board Member

Business Consulting

Joseph Pope

Joseph Pope

Principal

Economic Consulting

Jim Walsh

Jim Walsh

Advisory Board

Financial Services Consulting

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