Mosaic Global Transportation Seeks Financial Leadership from Preferred CFO

Mosaic Global Challenges

By late 2019, Mosaic Global Transportation had grown rapidly, but its financial infrastructure hadn’t kept pace with the size and complexity of the business. The company’s leadership had relied on a controller who managed accounting well but didn’t provide the kind of strategic foresight Mosaic needed to guide pricing, forecast growth, or analyze performance trends. Without that forward-looking perspective, the leadership team often lacked clarity around profitability and the financial implications of key business decisions.

When the controller departed, Mosaic hired a replacement to help modernize the finance function; but the transition proved challenging. Reporting timelines slipped, processes became inconsistent, and the leadership team struggled to get reliable financial data. The books needed significant cleanup before they could serve as a true decision-making tool.

President Rhonda Brewster knew that continuing this cycle of hiring and replacing controllers wasn’t sustainable. Mosaic needed more than tactical accounting support; it needed strategic financial leadership. Wanting to explore alternatives to another full-time hire, Rhonda reached out to her Vistage network, where she learned about Preferred CFO.

Preferred CFO's reputation for helping growth-stage companies rebuild financial clarity and deliver high-level CFO strategy made them a natural fit for Mosaic’s needs.

The Fractional CFO Transformation

Preferred CFO began by conducting a thorough review of Mosaic’s financial systems, processes, and reporting structure. The goal was not only to reconcile past issues but also to rebuild a finance function that could support the company’s next stage of growth. The Preferred CFO team proposed a comprehensive fractional finance model that provided Mosaic with a dedicated CFO, controller, and bookkeeping team working together to stabilize operations, improve visibility, and establish financial discipline.

The engagement started with a focus on the fundamentals. The team cleaned and reclassified accounts, standardized reporting, and developed reliable financial statements. These early improvements gave Mosaic’s leadership a clear understanding of the company’s financial position and allowed them to take informed action.

From there, Preferred CFO implemented structured check-ins, consistent forecasting models, and leadership-level reports that connected financial data directly to Mosaic’s operational goals.

The Results

When Jill joined as Fractional CFO alongside Julie as Controller, the partnership reached a new level of alignment. Jill provided the strategic leadership Mosaic had been missing by translating financial data into meaningful insights, while Julie ensured that daily accounting processes were accurate and efficient. Together, they created a steady rhythm of communication and accountability that strengthened the relationship between finance and Mosaic’s executive team.

Within months, the results were clear. Financial statements were accurate and timely, the leadership team gained full confidence in their numbers, and Mosaic could make pricing and planning decisions based on real, dependable data.

What began as a recovery project evolved into a trusted and ongoing partnership that continues to guide Mosaic’s financial strategy and support its growth today.

Looking Ahead

After several years of partnership, Mosaic Global Transportation transitioned to an in-house controller to support its growing internal operations. The decision came at a time when Mosaic’s financial systems were already strong, its reporting consistent, and its leadership team confident in their financial visibility—thanks in large part to the foundation established by Preferred CFO.

Today, Mosaic continues to collaborate with the Preferred CFO team on a consulting and project basis, drawing on their financial expertise as new opportunities arise. The relationship remains built on trust and shared success, and Mosaic continues to credit Preferred CFO for the structure and clarity that helped position the company for long-term stability and growth.

“Preferred CFO did a fabulous job and brought great value to Mosaic over the years. I appreciate the value they brought to our company. ”
— Rhonda Brewster, President, Mosaic Global Transportation