CFO Services. Xxxxxxxx shall provide a Chief Financial Officer, Xxxxxx Xxxxxxx, who will provide support related to the preparation for and execution and completion of the Company’s Initial Public Offering (“IPO”). As necessary and as requested by the Company, following the IPO, Xxxxxxxx shall provide ongoing support related to the financial operations and strategy of the Company.
CFO Services a) Act as a liaison with lawyers, auditors, transfer agent and other professionals;
CFO Services. PFPC, as sub-administrator, shall provide the following additional service with respect to the Fund or, if appropriate, each Portfolio:
CFO Services. Participate in financing activities • Ensure compliance with SEC filing and other regulatory requirements • Support investor relations activities • Oversee the finance and accounting functions • Board, Audit, Compensation, and Corporate Governance committee meeting preparation, support and attendance • Other CFO services, as needed/requested: - Strategic business planning - Supplier contract negotiation and cost reduction planning - Corporate and business development/licensing support - Financial modeling, planning and analysis - Strategic opportunity assessment - Stock option plan management - Capitalization table management CFO services will be provided by Gxxxx Xxxxxx, Managing Director of Dxxxxxxx. Other Services: Dxxxxxxx also offers Services including, but not limited to, supporting the Company with: • Technical Accounting • FP&A • Additional special projects as may be requested by Company The Parties recognize that the time required to provide the Services will fluctuate, depending on the Company’s needs and priorities, and to some extent external events that cannot be controlled or accurately predicted. Therefore, the Parties will meet as soon as possible after the execution of this Agreement to agree on the prioritization of tasks and the level of resources required, and will meet periodically, but no less frequently than monthly, to re-assess resourcing. Hourly Consulting Fees: CFO: Gxxxx Xxxxxx $280/hour Technical Accounting $270/hour Senior Director of Finance: $165/hour Dxxxxxxx shall submit invoices to Cerulean, which shall be payable by Cerulean in accordance with Section 2 of the Agreement. Equity Compensation Additionally, Cerulean shall grant to Gxxxx Xxxxxx, in his individual capacity as consultant to the Company, a nonqualified stock option grant, in accordance with and pursuant to the Company’s 2014 Stock Option Plan and a customary stock option agreement, of 90,000 shares of Cerulean common stock (the “Option”). The shares subject to the Option will vest over a one year period, starting as of the Effective Date, with 1/12th of the shares vesting on May 31, 2015 and at the end of each month of continuous service thereafter. Shares subject to the Option which are vested as of the expiration or termination of this Agreement shall be exercisable for a period of up to one (1) year after such expiration or termination. Together, the hourly consulting fees (as set forth above) and the Option constitute the Total Compensation in accordance wi...
CFO Services. The CFO services (as described herein) will initially be performed by Dxxxx Xxxxxx. It is expected that Mx. Xxxxxx’x performance of these Services will require approximately 60% of a typical work effort of a CFO of a public company CFO. Mx. Xxxxxx will begin performing the Services on May 1, 2024 at a rate of $35,000 per month. In performing the CFO services, Mx. Xxxxxx will act as Interim Chief Financial Officer of the Client, serving as its Principal Financial Officer and Principal Accounting Officer and performing all services related to such positions including, but not limited to, the following: ● Participation in financing activities; ● Overseeing the preparation and review of the Client’s SEC filings and compliance with other regulatory documents; ● Certification of the Client’s SEC filings, including financial reporting and related attestations; ● Support of investor relations activities; ● Overseeing the finance and accounting functions of the Client; ● Acting as Treasurer of the Client; ● Board and Board Committee meeting support and, as appropriate, attendance; ● Preparation of monthly and annual financial and operational packages to the Board of Directors and internal leadership team; ● Finance support for operational planning, including oversight of all fundraising, budgeting, forecasting and internal reporting; ● Facilitation of year-end audit and tax obligations as well as management of the finance organization; ● Corporate and business development support; ● Identification of tools and practices to improve the business; ● Financial modeling, planning and analysis; ● Management of cash flows; ● Assisting the CEO and leadership team on all strategic and operational issues as they arise, including strategic opportunity assessment; and ● Capitalization table management.
CFO Services. The Executive Director shall use his best efforts to perform the duties of CFO and all of the duties customarily performed by those holding similar positions in like businesses, and agrees to provide at least 25 days of services per annum, notwithstanding time requirements for section 2.1 herein, and public holidays.
CFO Services. Support strategic business planning • Support fundraising activities • Provide finance support for operational planning • Participate in supplier contract negotiation and cost reduction planning • Assist with corporate and business development/licensing initiatives • Perform financial modeling, planning and analysis • Strategic opportunity assessment • Stock option plan management • Capitalization table management
CFO Services. CFO Services are defined as those certain services as specified and directed by the Company from time to time and which the CFO is able to perform within the time allotted under this agreement.
CFO Services. The primary role of the CFO is oversight of the finance and accounting function. The CFO shall work closely with the management team of client to assure that the reporting processes are designed properly to inform and support the company’s strategy. With respect to this Statement of Work, the CFO shall review and assure the timeliness and accuracy of financial reports generated by the Controller and coordinate all financial planning and reporting to the management team and investors. In addition, the CFO shall participate in executive management meetings and assist in the capital fundraising process. The CFO shall be responsible for generation of tax returns and corresponding with Tax Authorities. The CFO will generate reports required for loan or other finance related compliance.
CFO Services. You have indicated that you would like to utilize 22.5 hours per month of Xx. Xxxxx'x time. Accordingly, we will these services for an initial fee of $4,500 thousand five hundred dollars) per month. Client agrees that the initial fee will be evaluated each three months and adjusted by a mutual agreed upon amount based upon the amount of time and effort to meet Client's needs. Time is billed in one half-hour increments.
