As a seasoned Fractional CFO with over 15 years of experience, I provide strategic financial leadership and management to help businesses achieve their financial goals. My services are tailored to meet the unique needs of startups, growing businesses, and established companies across various industries, including healthcare, eCommerce, real estate, energy, and financial services.
Key Services Offered:
- Strategic Financial Planning & Analysis (FP&A): I develop robust financial strategies that align with your business objectives. This includes comprehensive financial planning, detailed forecasting, and scenario analysis to support informed decision-making.
- Budgeting & Forecasting: I create detailed budgets and financial forecasts, providing insights that help you manage resources effectively, anticipate financial needs, and drive business growth.
CashFlow Management: I implement effective cashflow management strategies to ensure liquidity, optimize working capital, and support operational needs.
Financial Reporting & Compliance: I establish and manage financial reporting processes that comply with GAAP/IFRS standards. I deliver accurate, timely financial statements and reports, providing transparency and actionable insights.
Risk Management: I identify financial risks and develop strategies to mitigate them. This includes implementing internal controls, optimizing tax obligations, and ensuring compliance with all regulatory requirements.
Mergers & Acquisitions (M&A): I support M&A activities, from due diligence to integration, ensuring smooth transitions and alignment with strategic goals.
Capital Management & Fundraising: I manage capital resources effectively, working closely with management and investors to secure funding and optimize capital structure.
Financial Modeling & Valuation: I create advanced financial models and perform valuations to support business planning, investment decisions, and performance measurement.
Why Choose My Services?
- Expertise Across Multiple Industries: With a diverse background in different sectors, I bring industry-specific insights that enhance financial strategies.
- Data-Driven Decision Making: I leverage advanced Excel, Power Query, and Power BI to provide data-driven insights, enabling you to make informed decisions that drive growth.
- Proven Track Record: My experience as a CFO and Finance Leader has resulted in significant cost savings, improved financial performance, and successful execution of strategic initiatives for my clients.
Tailored to Your Needs:
Whether you need full-time financial oversight or project-based support, I offer flexible, scalable CFO services that adapt to your business’s evolving needs. My approach is hands-on, collaborative, and results-oriented, ensuring your business thrives in a competitive landscape.
Let’s work together to drive financial success and unlock your business’s full potential.