Integrated Finance & Operations Leadership

Financial Rigor. Operational Execution. Scalable Results.

CMX Advisors provides hands-on fractional and interim CFO & COO leadership for owners, CEOs, and leadership teams. We operate at the intersection of finance and operations—translating financial insight into stronger production, supply chain, working capital, margin, and execution performance without the delay of a permanent executive search.

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$200MCFO leadership
$200MCOO P&L leadership
$30M+Cost savings delivered
CMX Advisors executive advisor
Fractional & Interim CFO & COO An integrated advisory firm for growth, visibility, control and operational performance
Finance & Accounting FP&A & Controlling Continuous Improvement Project Management Agentic AI

Core Service Offerings

Financial leadership and operating execution in one mandate.

CMX Advisors connects the income statement, balance sheet, cash flow, and operating floor. Engagements combine CFO-level financial discipline with COO-level ownership of processes, people, supply chain, projects, and performance—building systems and routines that produce measurable results.

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Finance & Accounting Services

  • Month-end close and financial reporting
  • Cash flow, working capital and liquidity support
  • Internal controls and policy development
  • Accounting process design and cleanup
  • Audit readiness and compliance support
  • KPI reporting and management visibility
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FP&A & Controlling

  • Budgeting, forecasting and scenario planning
  • Variance analysis and performance reviews
  • Margin, pricing and profitability analysis
  • Standard costing and cost control support
  • Dashboard development and decision support
  • Board-ready reporting packages
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Continuous Improvement

  • Process mapping and waste reduction
  • KPI cadence and accountability routines
  • Production efficiency, yield and labor optimization
  • S&OP and supply chain governance
  • Warehouse management and inventory discipline
  • BOM governance, standards and change control
  • Working capital improvement initiatives
  • Operating rhythm and execution discipline
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Project Management

  • PMO structure and project governance
  • ERP, reporting and systems implementation
  • Cross-functional initiative leadership
  • Timeline, milestone and risk management
  • Capital and transformation project support
  • Post-implementation stabilization
AI

Agentic AI Services

  • Automated reporting and KPI intelligence
  • AI-enabled forecasting and scenario planning
  • Power BI and SQL-driven analytics
  • Workflow automation for finance and operations
  • Real-time operational visibility dashboards
  • AI copilots for insights and decision support
CMX Advisors executive advisor

About CMX Advisors

Finance rigor paired with operational execution.

CMX Advisors is an integrated finance and operations advisory firm with more than 20 years of leadership experience across CPG, food and beverage manufacturing, retail, distribution, construction, and real estate. The firm combines CFO-level financial depth with COO-level execution focus in one coordinated mandate.

CMX Advisors brings leadership experience across finance, accounting, treasury, supply chain, procurement, HR, IT, quality, manufacturing, and broader operations. Our work connects EBITDA, cash flow, pricing, and working capital to the operational drivers behind them—including production efficiency, labor, yield, S&OP, warehouse management, BOM governance, standard costing, inventory controls, capital projects, ERP modernization, KPI systems, and AI-enabled decision support.

$13MEBITDA improvement delivered
40%Revenue growth achieved
99%OTIF service performance
85%Equipment downtime reduction

Operational & Supply Chain Discipline

Turn production complexity into financial and operational performance.

As a true hybrid finance and operations partner, CMX Advisors connects plant-floor activity to margin, cash, service, and enterprise value. We improve the daily systems that drive throughput, capacity, inventory, cost, and customer performance—while establishing clear ownership, governance, and decision-making discipline.

Production EfficienciesImprove labor productivity, yield, uptime, changeovers, constraint management, and schedule attainment.
Supply Chain GovernanceEstablish disciplined S&OP routines, demand and supply alignment, supplier accountability, and decision rights.
Warehouse ManagementStrengthen receiving, storage, picking, cycle counting, inventory accuracy, and working-capital control.
BOM GovernanceCreate ownership for bill-of-material accuracy, standard costs, revisions, approvals, and engineering change control.
A CMX Advisors executive and manufacturing colleague discussing operations in an automated factory while wearing hard hats, safety glasses, and high-visibility vests
Fractional and interim leadership that connects financial rigor with plant-floor execution.

Typical Outcomes

Better information. Better operating discipline. Better decisions.

Faster CloseImproved month-end reporting speed
Cash VisibilityBetter liquidity and working capital insight
Forecast ClaritySharper planning and decision support
Margin InsightBetter pricing and profitability visibility
Control EnvironmentStronger controls and audit readiness
KPI DisciplineClear dashboards and accountability routines
Project ExecutionStructured delivery across key initiatives
Process EfficiencyLess waste and smoother workflows
AI EnablementSmarter automation and faster insights

CMX Advisors Overview

The complete CMX Advisors offering, on one page.

Download the one-page CMX Advisors firm overview covering finance and accounting, FP&A and controlling, continuous improvement, project management, agentic AI, typical outcomes, and industries served.

Download the One-Pager
CMX Advisors one-page finance and operations firm overview

Industries Served

Built for complex, operationally demanding businesses.

Food & Beverage Manufacturing CPG Retail Distribution Construction Real Estate Consumer Products Nonprofit

Contact Us

Bring financial control and operating momentum to the business.

CMX Advisors is available for integrated fractional and interim CFO & COO leadership, as well as focused transformation and project-based engagements. Bring in one executive partner to connect strategy, financial performance, and day-to-day execution.