Close Faster. See Margins Clearly. Lead With Confidence.

Fractional CFO and Interim Controller leadership, plus outsourced accounting that keeps you in control, for PE-backed and privately held mid-market companies.

The situations we step into

Most companies call us at a turning point: a new sponsor, a lender review, an acquisition, a CFO or Controller who just left, or numbers leadership no longer trusts. Metric & Margin brings senior finance leadership in fast, fixes what is holding the function back, and leaves it stronger than we found it.

From senior leadership to outsourced accounting

Fractional CFO. Senior financial leadership without a full-time hire. Cash, margins, forecasting, and board and sponsor reporting you can act on. Learn more

Interim Controller. When the seat is empty or the close is slipping, we step in, stabilize accounting, and keep reporting on schedule while you find the long-term answer. Learn more

Finance Function Upgrade. Faster close, reliable costing and margin reporting, stronger controls, ERP transitions, and post-acquisition integration, scoped to the problem. Learn more

Cash and Financing Readiness. 13-week cash flow forecasts, borrowing-base and covenant support, and lender-ready financials. Learn more

Outsourced Accounting. Hand off the day-to-day accounting without losing control. M&M runs your books, close, and reporting under senior oversight, while you keep your systems, your data, and the final say.

Industries we know

We have led finance in industrial and building products manufacturing and distribution, aerospace and defense, shipbuilding and rail, equipment rental, telecommunications, hospitality, consumer products, and automotive services, for PE-backed, owner-led, and multinational companies. The industries differ; the work does not: a close leadership can rely on, clear cash visibility, and margins it can trust. Specialty services:

• Month-End Close Improvement

• Standard Costing and Variance Cleanup (manufacturers)

• 13-Week Cash Flow Forecasting

For PE sponsors and operating partners

Whether it is a new platform, an add-on, or a portfolio company whose numbers arrive late, we give you a finance function that reports on time and holds up to review. Typical engagements:

• Post-close finance stabilization and 100-day reporting

• Add-on integration and consolidated reporting

• Interim coverage during a CFO or Controller search

• Lender, covenant, and refinancing preparation

• Sale readiness and diligence support

Results

Monthly close cut from 35 days to 5. At a €200M shipbuilder: fast-close practices, clear ownership, process redesign, and systems discipline.

More than $1M in profitability improvement. At a PE-owned pneumatic manufacturer, restructuring sales reporting cut commission expense by about $500K, and manufacturing and purchasing variance analysis delivered about $100K in annual savings. Inventory and purchasing changes also freed enough working capital for an additional $2M debt repayment.

$10M acquisition integrated. At a PE-backed, multi-location specialty rental company (about $80M revenue), led the financial integration and opening balance sheet for a $10M acquisition, then supported valuation and due diligence for the company's sale to a new financial sponsor.

Senior leadership on every engagement

Helen Fotopoulou, Founder & Managing Partner, brings more than 30 years of finance leadership across PE-backed and owner-led companies in manufacturing, equipment rental, project-based industries, and international operations. She oversees every engagement and stays accountable for the result. When the scope calls for it, M&M adds vetted finance and accounting professionals and ERP and systems specialists, with Helen reviewing the work and owning delivery.

Connect on LinkedIn

How an engagement works

1. Health Check (free, 20 minutes). We identify the most pressing finance issue and the right next step.

2. Finance Health Assessment. A structured review of close, reporting, controls, cash, systems, and team, with a prioritized action plan.

3. Proposal. Scope, timing, and team, customized to what the assessment found.

4. Implementation. Interim or fractional leadership, or a Finance Function Upgrade project.

5. Ongoing support, if needed. Monthly close management, managed accounting, and reporting that stays on schedule.

When to introduce M&M

Lenders, business brokers, attorneys, and private equity firms introduce M&M when a good business faces a major decision and its finance function is not ready:

• Financing, refinancing, or lender review

• Sale preparation or a pending acquisition

• Post-close integration

• A CFO or Controller vacancy

• Late, unreliable, or unexplained financial results

M&M complements the CPA, banker, and attorney and never replaces them. An email introduction to helen@metricmargin.com is all it takes; we assess fit and protect the relationship.

Not Ready to Talk Yet? Start With the Free Guide

Grab our free guide, "The Accounting Problems Everyone's Trying to Solve," for a practical look at the close, cash and margin issues that can hold a business back.

Get the free guide 

Start With a Complimentary Finance Health Check

A confidential 20-minute conversation to find the most pressing finance issue and the right next step. Book a call below, or email helen@metricmargin.com.