Fractional CFO Services

Develop dynamic, quantitative financial models for the purpose of rolling forecasts, capital budgeting, analyzing cost saving strategies, benchmarking and key metrics analysis, and sensitizing assumptions. Present strategic and tactical goals for better decision-making.

Assist with system implementations such as gathering use cases, developing an SOW, selecting a solution and implementation partner, gathering requirements, leading internal team through testing cycles, data validation, go-live stage, and training global users.

Develop or improve Key Performance Indicator (KPI)  targets for the annual planning process addressing P&L, cash, and headcount.

Create or optimize financial packages for board of directors, investors, and/or audit committees. 

Assist in helping the organization execute the company goals through setting team goals, motivation, and establishing a problem-solving, results-driven mindset.

Manage data request/due diligence checklists from potential buyers including giving feedback and compiling, analyzing and producing information; and engaging relevant members of deal team and managers "in the know" as needed.