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.