Fractional CFO and Strategic Finance Services

Twenty years of corporate finance experience, now available by the month.

I advise founders, owners and boards on the financial decisions that determine whether a company grows, survives or transacts.

Start a conversation
20+
Years of corporate finance, asset management and CFO experience
60+
Clients advised

Background

Over a career of more than 20 years as a trusted advisor to companies and investors at the intersection of strategy, operations and finance, I have learned what companies have done wrong so that you do not repeat their mistakes.

I previously was the Chief Financial Officer of a private family holding structure, where I led the optimization of the portfolio of assets through sales and financing, built the capital allocation framework balancing a family trust's needs against growth ambitions, and developed the liquidity forecasting tools, long-term planning models, and KPI and return-metric forecasting that portfolio company CEOs used to run their businesses.

I hold an MBA from NYU Stern and a BS in Applied Economics and Management from Cornell, and am a member of the Turnaround Management Association and the American Bankruptcy Institute.

Industries

Consumer Goods & Retail Healthcare & HCIT Software General Industrials Energy Financial Institutions & Fintech Gaming & Lodging Metals & Mining Shipping & Logistics Telecommunications & Media Real Estate (REITs)

Services

Financial management & reporting

  • Fractional CFO
  • Review of monthly financial statements
  • Creation of annual budgets, with updates on a monthly or quarterly basis
  • Preparation of monthly financial packages, including budget-to-actual comparison and variance analysis
  • KPI reporting

Cash & liquidity

  • Preparation of rolling 13-week cash flow forecasts, with recommendations on how to optimize cash flow
  • Establishment of, and participation in, weekly cash councils

Capital & stakeholders

  • Investor and bank relations
  • Guidance regarding capital structure
  • Capital raising
  • M&A advisory

Growth & profitability

  • Advice regarding opportunities to increase revenue
  • Profitability analysis by product or market, with recommendations on how to improve margin
  • Review of cost structure and advice concerning cost-saving measures
  • Integration of financial analysis and discipline into pricing decisions

Planning & governance

  • Preparation of long-term financial forecasts and business plans
  • Preparation of board meeting presentation materials and participation in board meetings
  • Advice on key employee compensation

Tell me about your situation.

I read every submission myself and respond within two business days.

Start a conversation