Services

Executive-level finance leadership, scaled to growing companies

Better visibility. Better decisions. Stronger financial infrastructure — senior finance expertise without the full-time cost or commitment.

Fractional CFO Leadership

Financial strategy & decision support
Executive partnership on growth, tradeoffs, investment and operating priorities.
Cash & runway management
13-week cash forecasting, liquidity planning, working capital and financing needs.
Budgeting & forecasting
Driver-based forecasts, annual plans, reforecasts and scenario modeling.
Board / investor reporting
Concise reporting packages, KPI narratives and finance leadership in key meetings.
Fundraising / transaction support
Models, diligence, data rooms, lender and investor materials, and financial storytelling.

FP&A & performance management
KPIs, dashboards, variance analysis, pricing, margin and unit economics.
Controllership advisory
Close optimization, GAAP readiness, reconciliations, policies and financial controls.
Audit / diligence readiness
Schedules, documentation, PBC coordination and issue remediation.
Systems & process improvement
Finance tech stack, workflow design, automation and scalable reporting.
Special projects
Integration, restructuring, complex modeling, life-science and program finance, and other high-priority initiatives.

When Clients Call Us

Finance reporting is too slow or not decision-useful.
The CEO or board needs a clearer view of cash, runway, forecast, KPIs or strategic tradeoffs.
The company has outgrown its current accounting leadership but is not ready for a full-time CFO.
An audit, financing, transaction, launch, restructuring or other high-stakes initiative needs senior finance leadership.
Leadership needs experienced finance capacity quickly, without adding a full-time executive role.

Engagement Models

Confidential, practical and outcome-focused, with scope and fees agreed in advance.

Recurring engagement

Recurring executive finance leadership, sized to the needs of the business.

Defined scope

A defined deliverable or finance transformation, with a clear start and finish.

Temporary capacity

Temporary finance leadership or additional senior capacity when the team is stretched.