Fractional CFO & Strategic Finance Advisor

Financial Planning & Analysis (FP&A)

Multi-year financial modeling, scenario analysis, variance reporting, and KPI dashboard development. Translates operational data into forward-looking insights that support executive and board decision-making.

Budgeting & Forecasting

Design and implementation of annual budgeting processes, rolling forecasts, and cash flow projections — including building first-ever budgeting frameworks for organizations without existing infrastructure.

Strategic Advisory & Board Support

Trusted advisor to founders, CEOs, and boards on capital allocation, growth strategy, and financial risk. Prepares board-ready financial packages, investor presentations, and strategic recommendations grounded in data.
M&A Advisory & Due Diligence

End-to-end M&A support including target evaluation, buy- and sell-side due diligence, valuation modeling, deal structuring, and post-acquisition integration. $1.4B+ in closed transaction experience across more than 20 deals.

Cash Flow & Liquidity Management

Working capital optimization, treasury management, banking relationship oversight, and receivables/payables improvement. Proven ability to strengthen liquidity in both growth and distressed environments.

Capital Markets & Investor Relations

Fundraising support, cap table management, equity compensation plan design, 409A compliance, and investor reporting. Experience with private equity, venture-backed, and pre-IPO environments.
Financial Systems & ERP Implementation

Selection, implementation, and optimization of ERP and BI platforms including SAP, MS Dynamics, Hyperion, QAD, Lawson, and QuickBooks. Builds scalable reporting infrastructure aligned to each organization's growth stage.

Compliance, Audit Readiness & Financial Reporting

GAAP and IFRS financial statement preparation, restatements, audit coordination, and SEC compliance. Hands-on experience restoring financial records, achieving clean audit opinions, and supporting bond registrations.

Operational Transformation & S&OP

Finance-operations alignment through S&OP process design, cost modeling, margin analysis, and shared services implementation. Drives profitability improvement and lead time reduction across manufacturing and service environments.
Finance Team Building & Mentorship

Recruitment, structuring, and development of finance functions from scratch. Trains department leaders in financial management and instills a culture of accountability through metrics, dashboards, and scalable processes.