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Skills

  • Accounting
  • Banking Industry
  • Budgeting
  • Controller
  • Cost Accounting
  • Financial Analysis
  • Financial Management
  • Financial Planning
  • Financial Services
  • Investment Management
  • Management
  • Operations Management
  • Profit and Loss Analysis
  • Risk Management

Services

  • Fractional CFO Services

    $225/hr Starting at $900 Ongoing

    Dedicated Resource

    Why You Need a Fractional CFO: Make better decisions with sound financial modeling Hit your goals & increase revenue through planning & effective KPI tracking Manage cash flow through budgeting and forecasting...

    AccountingBanking IndustryBudgetingControllerCost Accounting

About

FRACTIONAL CFO SERVICES | Streamline Your Finances, Fuel Your Innovation

Based on world-class Corporate Experience, my primary goal is to optimize a company's financial and operational health through effective financial planning, analysis, and forecasting. I provide small to medium-sized businesses and startups with access to experienced financial leadership on a part-time or project basis. By providing data-driven insights, I help businesses make informed decisions and create strategies that foster growth and profitability, improving cash flow by optimizing financial processes and systems.
Additionally, I oversee regulatory compliance, risk management, and tax planning while guiding financial strategic planning in order to assist the business in achieving long-term objectives.

Ultimately, I serve as an impartial advisor to the business owner and CEO by providing advice that helps them reach their goals. Based on world-class Corporate Experience, my primary goal is to optimize a company's financial and operational health through effective financial planning, analysis, and forecasting. I provide small to medium-sized businesses and startups with access to experienced financial leadership on a part-time or project basis. By providing data-driven insights, I help businesses make informed decisions and create strategies that foster growth and profitability, improving cash flow by optimizing financial processes and systems. Additionally, I oversee regulatory compliance, risk management, and tax planning while guiding financial strategic planning in order to assist the business in achieving long-term objectives. Ultimately, I serve as an impartial advisor to the business owner and CEO by providing advice that helps them reach their goals.

Skills: Strategic Planning · Financial Services · P&L Management · Reporting & Analysis · Training · KPI Reporting · Project Management · Lean Thinking · Problem Solving · Financial Controlling · Business Process Improvement

Founded: 2021

Work Terms

Mon – Fri 9:00 – 5:00 PST