Services

The complete strategic finance function

Engage exactly what you need — from a single project to an ongoing fractional CFO partnership built around your business.

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

Not sure where to start?

Most engagements begin with a short diagnostic that pinpoints where I can add the most value. Let's find your highest-impact opportunity.

Get in Touch