Fractional CFO
Services
Fractional CFO Experience
I've developed a strong skill set that's ideal for a fractional CFO role. My experience includes strategic financial modeling, where I've managed complex forecasts, led debt restructuring negotiations, and directed a business unit divestiture. I'm also proficient in leveraging technology to enhance efficiency, having implemented AI to monitor spending and fraud, and automated reporting to reduce consolidation time from five days to less than two. My expertise extends to deploying and managing new financial systems like NetSuite and Sage, and I'm adept at using tools like Power BI and Tableau for advanced reporting and visualization. I am also comfortable with debt management and can handle financial reporting for executives and board members.
Fractional CFO Offering
The ideal client is a small growing company that would like some financial expertise outside of general accounting help. They are looking to:
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Set up a fully integrated financial reporting package.
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Set up a scalable ERP system like Quickbooks.
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Integrate AI tools to better help with accounting entries and analysis
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Build out a budget or forecast to prepare for a company sale or transaction.
Client Portfolio
Traditional Employers:
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Computer Aided Technology, LLC - Set up and established a finance team, processes, reporting, EPR systems. Completed 2 private equity exits.
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The Bradford Hammacher Group - Streamlined the global consolidations process, restructured debt, divested the Hammacher division.
Other Clients:
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The Leaders Readers Network - A non-profit serving books, school supplies, and mentorship to underprivileged children in the United States and Dominica.
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EJW Arbitrage Group - a small commodities fund where I assisted in the diligence process.
Consultation:
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Heali AI - A health app startup with the intention of using AI to assist health needs.
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World's Best Nutritional and Organics - Supplement startup. Helped create a roadmap of ERP and AI process setup.