Restoring Financial Clarity and Driving Growth Through CFO Advisory

A multi-location restaurant group lost its CFO and was left without financial leadership during a critical transition. Sales were plateauing, but the company lacked the tools to understand why—or what to do next.

Background

The interim CFO was elevated to interim CEO, creating a vacuum in financial planning. The company had:

  • No consolidated financial analysis
  • No insight into guest behavior or check size by location
  • Inability to measure marketing or promotion performance

SMG’s Approach

1. Rapid Onboarding & Executive Support

  • Supported the CEO as interim FP&A lead
  • Identified data needs across departments

2. FP&A Infrastructure Build-Out

  • Built consolidated reporting across all restaurants
  • Standardized KPIs and created real-time dashboards

3. Data-Driven Sales Strategy

  • Performed in-depth trend and campaign analysis
  • Empowered operators with location-level insights

Outcomes

  • Restored financial visibility at the executive level
  • Improved ROI on marketing and promotions
  • Increased traffic and check size at lagging stores
  • Empowered leadership with real-time decision-making tools

SMG didn’t just fill a leadership gap—we transformed the financial clarity of the business.

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