The CXO Group | Financial, Technology and Procurement

TOGETHER

WE
SUCCEED

Your Success is our Success

ABOUT CXO

We develop, implement, and monitor the financial, technology and procurement strategies needed to increase revenue, reduce expenses, improve a company's bottom line performance and ensure the business' long-term growth.

Our 10 step process to a clients’ bottom line improvements start with, (1) a financial health assessment to determine strengths and weaknesses, (2) execution plan to chart an achievable course to optimal financial health, and (3) ongoing executive updates to assess progress.

Our cross-sectional group of knowledgeable executives come alongside your team and affirm their role in achieving your business’ best financial health.

Together We Succeed.

$1.25 BILLION

Total
Capital

Funded/Managed

to Date

$3 BILLION

Acquisition, Led the Finance Technology Conversion

$15 MILLION

Global Cloud Outsourcing Project Savings

$12 MILLION

Materials & Supplies Project Savings

THE CXO GROUP| WHEN YOU SUCCEED, WE SUCCEED.

The CXO GROUP Services

With over 100 years of experience, our principals have been there at every stage of the business lifecycle.

The CXO Group Services

CXO offers the essential CXO services that cover the necessary financial (CFO), technology (CIO), and strategic sourcing (CPO) functions. CXO will deploy these services in a strategically prioritized manner to address any financial health assessment initial baseline, and ongoing priorities based on their impact to bottom line performance.

The Essential CXO 3-in-1 recommended service package includes all the service packages (CFO, CIO, CPO). When delivered together the full benefit of the interconnected synergy between the 3 disciplines can be fully capitalized to produce the maximum bottom line results.

All services can be delivered individually or customized based on a client’s specific requirements.

CFO SERVICES

CIO SERVICES

CFO Services include creating (if necessary) and analyzing your financial statements with an emphasis on key revenues and expenditures to ensure full alignment between operations inflows/outflows and your strategic master plan. Click for more details.

Chief Financial Officer (CFO) Services

Financial Visibility (Dashboard/Presentation)
Corporate and Management Accountability (KPIs)
Profitability through Measurability
Budget Preparation
Treasury Management
Finance & Capital Acquisition
Financial Modeling
Acquisition and Merger Due Diligence

For more details, please contact us.

CFO Service Details

CIO Services perform a review of the technology function in comparison to the company’s overall strategic goals to identify opportunities for improvements in overall efficiency, and (or) expense (capital) recapture.
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Chief Information Officer (CIO) Services

Strategic Technology Leveraging
Design & Implement Overall Technology Plan
Ongoing Technology Management
Cyber Security & Business Continuity Review

For more details, please contact us.

CIO Service Details

CPO Services

CPO Services perform an in-depth analysis of the strategic sourcing function to identify opportunities for improvement and/or expense recapture.
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Chief Procurement Officer (CPO) Services

Create Strategic Sourcing Plan
RFQ & RFP Bidding Cycle Management
Healthcare Cost Review

For more details, please contact us.

CPO Service Details

Other CXO Services

CXO Transition Services Agreed Upon Procedures

Other CXO Service Packages

For more details, please contact us.

Other CXO Services

OUR WORK

FINANCIAL MANAGEMENT

Acquired, managed and/or extinguished in excess of $1.25B (billion) of capital funding.

M&A EXECUTIVE LEADERSHIP

Led organizations through all stages of growth from start-up to acquisition. For example, streamlined numerous bookclose processes, and specifically led the post-acquisition consolidation of accounting and finance systems of a $3 billion corporation.

FINANCE EXECUTIVE SPONSORSHIP

Managed numerous selections, implementations, upgrades, integrations and cloud sourcing transitions of multiple ERP and customer systems including BS&A, JD Edwards, Filemaker, Great Plains, ADP, Oracle and SAP. For example, (1) customer system implementation resulted in annual savings of $10M and (2) global sourcing program resulted in $15 million of corporate savings.

CYBER SECURITY LEADERSHIP

Led defense in depth cyber strategy development, implementation and ongoing support. Steered organization successfully through audit processes and avoided fines of as much as $1 million per incidence per day.

DIGITAL STRATEGY GUIDANCE

Led digital strategy development and innovative transformation. Established the optimal customer digital platforms resulting in a series of national customer service awards.

STRATEGIC SOURCING MANAGEMENT

Led digital strategy development and innovative transformation. Established the optimal customer digital platforms resulting in a series of national customer service awards.