Oak Ridge Advisory provides fractional and interim CFO and controller leadership to owner-operated and PE-backed companies. We step in when the finance function needs to catch up with the business: a slow close, an ERP migration, a lender or board asking for better numbers, or a sale on the horizon.
Every engagement is scoped to the business, not sold as a package. Clients range from owner-run companies building their first real finance function to business units inside multi-billion-dollar organizations.
CFO-level leadership for companies that answer to lenders, investors, or a board. Available on a fractional basis or as an interim leader who runs the finance function through a transition.
For growing companies that need forecasting and clear numbers to make decisions, without the cost of a full-time CFO.
A dependable monthly close and accurate reporting, run or overseen by someone who has done the controller job in-house.
Defined projects with a clear finish line. Exit readiness is a common one: getting the numbers ready before a buyer or investor starts asking questions.
Not sure which fits? Most first calls end with a clear answer.
Client names stay confidential. These are examples of the work Oak Ridge is doing now.
Leading day-to-day accounting for a large, multi-entity business segment while running a phased migration to a new ERP. Oak Ridge is also staffing an open accountant seat on the team.
Hired the company’s first in-house accountant and built the month-end close and reporting package. The close now runs in three to four days. Also built the first company goals program and a ground-up annual budget.
Brought in to relieve a backlogged controller’s team. Prepared technical accounting documentation and supported the audit so the team hit its deadlines.
Not every company needs a full-time CFO. But most companies past a certain size need someone who thinks and works like one.
Tom Kielich leads every engagement personally, drawing on 20+ years in accounting and finance. That includes a NASDAQ IPO, two private equity sale processes, multiple acquisitions, and a multi-entity ERP migration.
When an engagement needs more hands, we add accountants Tom has worked with before and supervises directly. You get a senior lead and the capacity to get the work done.
Tom is your point of contact and is accountable for the work from start to finish.
PE ownership, multiple entities, ERP migrations, and audits are normal territory here.
Your financials and your plans stay private. We never name clients without permission.
Monthly retainer, interim role, or a single project, adjusted as the business changes.
One conversation, a clear proposal, and a quick start.
Tell us what’s going on. We’ll ask questions and tell you plainly whether we’re the right fit. There’s no charge.
A written proposal covering scope, cadence, and fees, so you know what you’re getting before anything starts.
We get system access, agree on how and when we’ll communicate, and start on the highest-priority items first.
For retainers, regular reporting and meetings each month, with scope adjusted as the business changes.
Oak Ridge is based in Morris County, New Jersey, and serves clients across Northern New Jersey and the NYC metro area. Much of the work happens remotely, and we’re on site when the engagement calls for it, here or out of state.
Whether you need ongoing CFO support, an interim leader, or help with a specific project, start with a conversation. The first call is free, and we’ll tell you honestly if we’re not the right fit.
Tell us a little about the business and we’ll follow up to set up a call.
Thanks for reaching out. We’ll be in touch within one business day to set up a call.