Leadership transitions are moments when strong financial foundations matter most.
Over the past year, it’s been a privilege to partner with Philadelphia Zoo during a pivotal period of change for their finance team.
Following the departure of both their CFO and Controller, our firm stepped in to provide stability, clarity, and continuity. Our support included:
- A comprehensive accounting assessment to evaluate current operations and identify improvement opportunities
- Fractional CFO and Controller support to ensure uninterrupted financial leadership
- Optimization of their NetSuite environment, enhancing reporting and operational efficiency
- Improvements to month-end close and board reporting, leading to greater confidence in financial results
- Hands-on support through the recruitment, onboarding, and transition of a new CFO and Controller, ensuring a smooth handoff
All of this was accomplished while maintaining continuity with a lean internal finance team and strengthening financial literacy across the executive leadership group.
“Lorin and the team she assembled have been exceptional in their expertise, professionalism, and adaptability… We couldn’t be more grateful for their partnership.”
— Dr. Jo-Elle Mogerman, President, Philadelphia Zoo
We’re grateful for the trust and partnership of the Philadelphia Zoo, and for the opportunity to serve their mission during a critical period.
If your organization is navigating a CFO or Controller transition, struggling with financial confidence, or considering an accounting system optimization — NetSuite or otherwise — let’s talk. We help leadership teams stabilize, strengthen, and move forward with confidence.