IFGPR Presentation
Transcript of IFGPR Presentation
FGIFGI
www.ifgpr.com for all your project resource needs . . . 1
FGIFGII N T E R N A T I O N A L F I N A N C I A L G R O U P
PROJECT RESOURCING PROJECT RESOURCING Management and Management and
Sustainable SolutionsSustainable Solutions
www.ifgpr.com
FGIFGI
www.ifgpr.com for all your project resource needs . . . 2
Overview
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 3
About Us . . .
What We Believe . . .We believe great people are the number one reason projects succeed.
What We Do . . .We provide exceptional resources and solutions for Finance, Accounting, Audit, Tax, Risk Management, Process Improvement, and Information Technology projects.
Where We Are . . .IFG has offices across the Unites States and Canada, and has has extensive experience completing projects all over the world.
Who We Are . . .In Washington DC, IFG is led by exceptional business professionals, who represent over 60 years of senior project experience and who individually share a passion for on time delivery of unparalleled service to their customers.
Overview
How We Work…We focus all work on ensuring confidence through responsible and accountable service that results in effective & sustainable solutions.
How We Work…We focus all work on ensuring confidence through responsible and accountable service that results in effective & sustainable solutions.
FGIFGI
www.ifgpr.com for all your project resource needs . . . 4
What We Believe . . .
• IFG believes deterministic exceptional people, strategically positioned, to enhance methodology, are the key to project success– We only work with professionals who have honed and proven their abilities over
an extended period of time
– We take great care in matching the “RIGHT” resource to your needs for unparalleled customer satisfaction
• We believe that delivering great project resources at an excellent value is our mission, a mission we take great pride in – We have modeled IFG to allow us to provide very experienced consultants at
rates that are more than competitive within the marketplace
– Value also is provided through great flexibility. Our resources are there when you need them and in the capacity that you need them – as project leads, as key team members, as temporary solutions
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 5
Mission . . .
We exist to support our clients in meeting their business and
governance objectives, mitigating risk, enhancing
performance, and assuring sustained confidence through
strengthening controls and integrity for the benefit of
stakeholders, shareholders and the public.
Mission
FGIFGI
www.ifgpr.com for all your project resource needs . . . 6
Core Values . . .
ABSOLUTE:
Accountability
Integrity
Reliability
Responsibility / Ownership
Client Best Interest
Mission
FGIFGI
www.ifgpr.com for all your project resource needs . . . 7
Our Scope of Capabilities . . .• Finance & Accounting
– Financial Reporting, SEC Compliance, M&A Support– Budgeting, Financial Analysis, Accounting Support
• Risk Based Audit, Assessment, and Compliance– GAO, OMB A-119,NIST, NTTAA, Yellow-Book All Phases– Enterprise Risk Assurance – IA Outsourcing, Audit Support - Financial, IT, Compliance
• Enterprise Risk Based IT and Process Improvement– Process Optimization (Improvement / Reengineering)– Software Selection, Implementation, General IT Support– Control Validation/Certification and Refinement
• Information Management Solutions– Secured Shredding, Collocation Storage and Digital Archival– Property rights and copyright protection
• Interim and Project-To-Hire– Accounting Managers, Ass’t Controllers, Controllers, CFO’s, CIO’s, CTO’s, CAE’s, CCO’s . . .– Audit, Tax, IT, HR, Risk Mgt., Compliance, and Specialized Business Professionals, All Levels
TAX and Tax Risk
Services
Finance & Accounting
Interim & Project-To-Hire
Audit, Compliance,
Enterprise Risk Assurance
IT & Process Enterprise Process,
Software & Control
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 8
Where We Are . . .
IFG can meet all your project resource needs, nationally and internationally
– 12 offices and growing
– Multiple languages
– Experience doing projects in all states and in over 15 European and Asian countries
South Florida (2)
Atlanta
Washington DC
Pittsburgh
New York
Toronto (2)
Raleigh-Durham
San Francisco
Columbus
Dallas
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 9
Who We Are In Washington DC. . .
• IFG in Washington DC is led by an experienced “Executive Team” of exceptional professionals
• - Eric B. Cohen, CPA- Sally S. Cohen
The overriding passion of each Executive Team member is to make your IFG experience a successful and truly satisfying one.
• IFG’s project professionals come from corporate, public and consulting backgrounds– Our professionals average over 15 years of business experience, with many
having more than 30 years– Certifications include CPA, CA, CIA, JD, CISA, and MBA
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 10
Who We Are In Washington DC. . .
Washington, DC’s IFG Group
Team:
[ 60 + collective years of financial, operation, IT, compliance, risk assurance, and management
experience]
Eric B. Cohen, CPA
Sally S. Cohen
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 11
Who We Have Helped . . .• The following are some of IFG’s client's . . .
Overview
FGIFGI
www.ifgpr.com for all your project resource needs . . . 12
FGIFGI
www.ifgpr.com for all your project resource needs . . . 13
Approach
Approach
FGIFGI
www.ifgpr.com for all your project resource needs . . . 14
The IFG Approach
• At IFG, we have developed a rigorous approach to providing and supporting our clients with the very best professionals available
• While rigorous, our 5-Step approach to resource management support and enterprise risk assurance is very straight-forward:
D. Design I. Identify Risks / Issues / Problems
R. Research D. Define owner / Stakeholder
I. Identify E. Evaluate Impact
V. Verify A. Assess Dependencies
E. Execute S. Structure Actions
Approach
FGIFGI
www.ifgpr.com for all your project resource needs . . . 15
D.R.I.V.E. Explained
Define We sit down with each client to gain an understanding of their needs. Once completed, we Define each assignment clearly in
writing.
Research Our next step is to Research prospective solutions by reviewing internal (proprietary) and external sources for potential candidates.
Identify From our list of potential candidates, we Identify the resources that “best fit” our clients requirements (experience, industry, certs, etc.)
Verify Once identified, we interview and reference check each candidate to Verify their credentials. Only appropriate candidates are submitted.
Execute After the candidate(s) has been verified, we Execute delivery to the client. We help arrange client interviews, answer questions, and if
the candidate is selected, we handle all final arrangements.
Approach
FGIFGI
www.ifgpr.com for all your project resource needs . . . 16
I.D.E.A.S. For Enterprise Risk Assurance
Identify Following Government and Professional standards we Identify, Classify and Prioritize risks, problems and issues facing your critical processes and systems.
Define To ensure accurate, complete, and timely findings, we define owner(s) and stakeholder(s), and verify and qualify their organizational function and authority.
Examine
Assess Once identified, we interview and reference check each candidate to Verify their credentials. Only appropriate candidates are submitted.
Structure After the candidate(s) has been verified, we Execute delivery to the client. We help arrange client interviews, answer questions, and if the candidate is selected, we handle all final arrangements.
Approach
FGIFGI
www.ifgpr.com for all your project resource needs . . . 17
Executing the Project
• Our job is not over once your resource arrives or the assessment is complete . . .– While the project is underway, a member of the executive team will
communicate with both you (or a designate) and the project resource on a regular basis to
• Assure consistent quality and allow for all issues to be identified and addressed in a timely fashion
• Eliminate surprises
• Our DRIVE and IDEAS process and frequent project follow-up ensures that you receive only the very best project resources and engagement services at or above expectations for the entirety of the project.
Approach
FGIFGI
www.ifgpr.com for all your project resource needs . . . 18
Deliverables
Deliverables
FGIFGI
www.ifgpr.com for all your project resource needs . . . 19
Cost Effective & Timely Solutions - Risk Based. . .
• Objective & Independent Assessment - Finance, Process, IT,Accounting, & Enterprise Risk, Compliance and BusinessContinuity
• Alignment - Standards, Policy and Best Practice• Compliance Assurance & Validations - PCIA 2010/2020,
NIST, others• Privacy Assurance & Validations• IT Security Assurance / Certification Control Validation• Operational, IT, Vulnerability, and Risk Assessments• Audits - Financial, IT, Process, Compliance• Project Management
Deliverables
FGIFGI
www.ifgpr.com for all your project resource needs . . . 20
Our Professionals and Projects Deliver. . .
• Timeliness - We Meet Milestones and Deadlines• Complete - Reliable - Accurate, and - No Surprises • Risk Based Findings• Cost Effective Workable and Best-in-Class Solutions & Recommendations• Aggressively Managed Engagements• Encourage: Client Oversight - including:Congressional /
Committee reporting
Deliverables
FGIFGI
www.ifgpr.com for all your project resource needs . . . 21
Our Professionals . . .
• Extensive network of business professionals in Washington DC and Nationally.
• Over 95% of our professionals have 10+ years of business and business risk/audit/compliance experience, with many having 30+ years
• Experience is divided among public accounting, consulting, and corporations
• Former positions held include Big 4 Partner, Chief Financial Officer, Managing Director, Corporate Controller, Director of Internal Audit, Global Director IT Audit, Director of SEC Reporting and many more.
Project Resource and Solution Qualifications
FGIFGI
www.ifgpr.com for all your project resource needs . . . 22
Service Delivery Examples . . .
Consulting Projects• Internal Audit
• IT Audit
• Enterprise Risk Assurance
• Policies, Standards, & Procedures
• Balance Sheet Analysis and Clean-up
• Financial Analysis
• Budgeting / Forecasting
• Purchase Accounting
• FAS 109, FIN 48, 1031
• Software Selection
• Profitability Analysis
• Cost Accounting
• IT Earned Value Management Validation
Interim Management Projects
• Chief Financial Officer and CAO• Controller and Assistant Controller• Director of Finance• Director of Reporting • Director of Audit & IT Audit• Director of Planning • Director of Receivables• Director of Payables• Director of M&A• Internal Auditor• HR Director• Accounting Manager • Investor Relations• Treasury Analyst• Senior Financial Analyst
Examples
FGIFGI
www.ifgpr.com for all your project resource needs . . . 23
Project
Eric B. Cohen CPAManaging Director
IFG Project Resourcing(301) 941-1822(508) 641-5204
Eric B. Cohen CPAManaging Director
IFG Project Resourcing(301) 941-1822(508) 641-5204
FGIFGI
www.ifgpr.com for all your project resource needs . . . 24
FGIProject ResourcingINTERNATIONAL FINANCIAL GROUP