What Problems Can I Help You Solve?
What are your pain points? What problems do you face? Chances are, I’ve encountered them. As your fractional CFO, I can help you address your most critical challenges, without the cost of a full-time CFO.
Over the course of my career, I’ve developed expertise across all of the areas responsibility that chief financial officers typically own. Here is where I can create real value for your organization.
Click on each Icon below to learn more.
You need to understand what's really happening in your business.
You need to access capital, but you're not sure you're ready.
You're growing but cash is always tight.
You're considering buying
or selling a company.
You need a financial partner who also understands the business side.
Your current systems
can't keep up
with your growth.
Financial Planning and Analysis
You need to understand what's really happening in your business.
Most companies have accounting departments that provide them with last month’s P&L and perhaps even a balance sheet. But what you need is real-time visibility into performance, forecasting that helps you anticipate risks (and opportunities), and analysis that helps you make confident decisions about where to invest.
What I do:
Build comprehensive financial dashboards that show you the metrics that actually matter for your business and drive accountability across your organization
Create detailed forecasts and scenario models so you can evaluate different strategic options
Analyze performance by customer, product, channel, or geography to identify what’s driving the most profitability
Provide regular reporting and analysis that helps you stay ahead of problems and capitalize on opportunities
This is right for you if: Your accounting team can tell you revenue and expenses, but you don't have real visibility into what's driving your business performance. You're making important decisions without enough data, or you have data but aren't sure what it's telling you.
Capital Strategy and Fundraising
You need to access capital, but you're not sure you're ready.
Raising money is hard enough when you’re spending 110% of your time running a growing company. I help you prepare for fundraising, position your company effectively, and navigate the process from first pitch to closing.
What I do:
Assess your investment readiness and identify gaps that need to be addressed
Build the financial models, projections, and reporting packages investors expect
Help you craft your financial narrative and positioning for investors
Prepare you for due diligence so there are no surprises
Support you through negotiations and closing
Maintain investor relations and board reporting after the round closes
This is right for you if: You're planning to raise capital in the next 6-18 months, or you've tried raising money but aren't getting the traction you expected. You need someone who's been on both sides of the table and knows what investors actually look for.
Strategic Planning and Decision Support
You need a financial partner who understands the business side.
You want a CFO who’s a strategic business partner to help you think through complex decisions, evaluate opportunities objectively, and align financial resources with strategic priorities.
What I do:
Develop multi-year strategic financial plans aligned with your growth objectives
Evaluate major business decisions from a financial perspective: pricing changes, market expansion, product and feature launches, etc.
Model different strategic scenarios so you can see the implications before committing
Help you think through resource allocation and investment prioritization
Provide objective financial perspective on strategic opportunities and partnerships
This is right for you if: You're making major strategic decisions and need someone with financial expertise and broad business experience to help you think them through. You want a CFO who can contribute to strategy, not just execute it.
Cash Flow and Working Capital Management
You're growing but cash is always tight.
Revenue growth doesn't help if you run out of cash before you can collect it. I help you understand your cash flow dynamics, optimize working capital, and build the forecasting and management processes you need to scale without cash flow crises.
What I do:
Develop detailed cash flow forecasts that help you anticipate needs
Analyze working capital dynamics and identify optimization opportunities
Implement processes for managing receivables, inventory, and payables more effectively
Create action plans for different cash scenarios so you're prepared for what comes next
Help you balance growth investments with maintaining adequate liquidity
Work with you on banking relationships and capital structure decisions
This is right for you if: Your growth is being constrained by cash availability, or you need to understand your cash flow better so you can invest confidently in growth.
M&A Advisory
You're considering buying or selling a company.
Whether you're looking to acquire another business to accelerate growth or preparing your company for sale, I can help you evaluate opportunities, structure deals effectively, and execute transactions that create value.
What I do:
Evaluate potential acquisition targets from both strategic and financial perspectives
Build financial models to assess deal economics and ROI
Support due diligence processes on both buy-side and sell-side transactions
Help structure deals that align financial and strategic objectives
Prepare your company for sale by optimizing financial presentation and addressing potential concerns
Support integration planning and execution for acquisitions
This is right for you if: You're considering growth through acquisition, preparing your company for a potential sale or merger, or you need someone experienced with M&A transactions to advise on a potential deal.
Financial Systems and Infrastructure
Your current systems can't keep up with your growth.
What worked when you were smaller isn't working anymore. You need better systems, clearer processes, and stronger financial infrastructure that can scale with your business.
What I do:
Assess your current financial systems and processes to identify gaps and bottlenecks
Design scalable financial infrastructure appropriate for your stage and growth trajectory
Implement or upgrade financial systems, reporting tools, and analytical capabilities
Develop financial policies, controls, and procedures that balance growth with appropriate governance
Build financial processes that improve efficiency and reduce manual work
Create organizational structures and team capabilities that support your growth plans
This is right for you if: Your systems and processes are breaking as you scale. You're spending too much time on manual processes that should be automated, or you need to build financial infrastructure that will support the next stage of growth.
Get in Touch!
Schedule a free 1:1 introductory session with me to discuss your needs.
