Fractional & Interim CFO
Ongoing or interim senior financial leadership embedded in your business. I partner with founders, CEOs, and boards on strategy, capital allocation, financial reporting, and the high-stakes decisions that shape your trajectory — at a fraction of the cost of a full-time executive.
- Board and investor reporting
- Strategic & scenario planning
- Finance team leadership and mentoring
- KPI definition and accountability
Financial Planning & Analysis
Budgets, forecasts, and dynamic financial models that turn historical data into a forward-looking roadmap. I build planning processes that help you anticipate, not just react — so every decision is backed by numbers you trust.
- Annual budgets & rolling forecasts
- Three-statement & driver-based models
- Unit economics & margin analysis
- Variance analysis & management reporting
Cash Flow & Working Capital
Cash is the lifeblood of every growing company. I bring discipline and visibility to your cash position with rolling forecasts and practical levers to extend runway, optimize working capital, and remove the guesswork from funding your operations.
- 13-week cash flow forecasting
- Runway & burn analysis
- Working capital optimization
- Liquidity & covenant management
Capital Raising & Financing
Whether you are raising equity, securing debt, or refinancing, I prepare you to approach the market from a position of strength — with investor-ready models, clean data rooms, and lender-grade packages that earn confidence and better terms.
- Investor & lender financial models
- Pitch and data room preparation
- Debt structuring & lender negotiations
- Capital strategy & readiness
M&A & Transaction Support
Transactions reward preparation. On both the buy and sell side, I provide the financial rigor that protects value — from diligence and quality-of-earnings support through valuation analysis and post-close integration.
- Buy-side & sell-side diligence
- Quality of earnings support
- Valuation & deal modeling
- Post-merger integration planning
Accounting Systems & Reporting
Good decisions start with clean numbers. I assess and modernize your finance stack — closing the books reliably, implementing the right tools, and building dashboards that give you and your stakeholders a single source of truth.
- Accounting system selection & setup
- Month-end close process design
- KPI dashboards & reporting cadence
- Internal controls & policy