Fractional CFO

Helping small to medium size companies.

As a fractional CFO, my expertise is helping small to medium size companies benefit from the services of a high-level financial professional without the associated cost of a full time CFO. 

My expertise is founded upon twenty eight years of professional business experience in 20+ industries from seed-level start-ups to the Fortune 100, using both proprietary and third party solutions. 

My projects have ranged from acting as an interim-CFO to consulting with senior financial, accounting and C-suite executives to help overcome financial challenges, create deeper insight into operations, systemize and standardize reporting (monthly, forecast, plan, budget), achieve and track growth, optimize strategy, implement systems, raise capital, or navigate an audit or transaction.

 

Financials challenges:

  • Cash flow issues.

  • Low gross margins.

  • High expenses.

  • Outgrown existing systems.

  • Need to make cost cuts.

  • Navigating an audit.

Short and long-term goals:

  • Get books in order.

  • Produce financial forecasts / budgets.

  • Bring expertise and validation to the company.

  • Sit in on board meetings.

  • Help with strategic relationships & direction.

  • Analyzing term sheets and contracts.

  • Oversee due diligence.

 

Help Manage Growth:

  • Develop existing employees and hire new ones that bring essential knowledge and skills.

  • Implement systems that will support sustainable growth.

  • Improve visibility and analytical capabilities to convert large amounts of data into actionable information.

  • Explore causes of revenue leakage, cost overruns, and operational friction in a growing business and help develop and implement potential solutions.

Forward-Facing Financial Visibility:

  • Develop detailed short-, mid-, and long-term financial forecasts.

  • Full-cycle budgeting or prepare budgets based on forecasts.

  • Analyze potential future products, services, markets, and customer segments.

 

Get in touch. In a free one hour introductory call we can review your needs and goals and how I can quickly help you and your organization up-level through the help of a high level financial professional and executive coach.

“Creativity is the greatest rebellion in existence.” 

— Osho (Mystic leader)