Services

I provide strategic financial leadership, tailor made for start-up, growth companies and companies in transition. I help companies scale with confidence by helping create clarity and purpose, a focused strategy and proper financial structure. Don’t think of me like a consultant, I become an embedded part of your team, helping you navigate growth, optimize financial performance, and make smarter, data-driven decisions.

You get the customized CFO expertise you need, giving your business the financial leadership necessary to drive real, lasting results.

Financial Strategy & Planning

I align financial goals with business objectives to ensure sustainable growth and long-term success. Whether you're securing funding, managing cash flow, or preparing for scale, I provide the financial clarity and strategic insights needed to drive informed decision-making.

  • Financial forecasting & scenario planning

  • Cash flow management & liquidity planning

  • Business model evaluation & KPI development

  • Financial function creation and team oversight

  • Board & investor reporting

FP&A & Data-Driven Decision Making

My expertise in financial planning & analysis (FP&A) enables startups to understand their numbers, mitigate risks, and seize opportunities. I translate complex financial data into actionable strategies that help you operate with confidence.

  • Scenario planning and sensitivity analysis

  • Revenue strategy & pricing optimization

  • Cost structure analysis & margin improvement

  • Investment & capital allocation strategy

  • Operational & Unit Economics Analysis

Strategic Transitions

Startups face challenges and opportunities constantly. Whether it’s navigating an economic downturn, restructuring operations, or working to achieve the next round of investment. I specialize in helping businesses pivot, optimize outcomes, and protect stakeholders in high-stakes situations.

  • Business restructuring & turnaround planning

  • M&A & investment-round support

  • Strategic growth & exit planning

  • Risk mitigation & operational efficiency

How to Work Together

  • For startups and small businesses that need continuous financial leadership but aren’t ready for a full-time CFO, our fractional CFO model provides ongoing, high-impact financial expertise at a sustainable cost.

    • Part-time CFO leadership embedded within your team

    • Regular financial strategy sessions and executive decision support

    • Ongoing cash flow management, forecasting, and board reporting

    • Continuous performance tracking, budgeting, and KPI analysis

    Best For: Growing startups and small businesses that need a trusted finance leader without the cost of a full-time hire.

  • Some financial challenges require deep expertise for a defined period whether it’s preparing for a funding round, financial restructuring, an interim exec or major strategic shift. Project-based engagements provide targeted CFO-level support where and when you need it most.

    • Fundraising & investor readiness – financial modeling, pitch support, due diligence

    • M&A & exit planning – strategic preparation, deal structuring, and negotiations

    • Restructuring & turnaround planning – cost optimization, financial recovery, and risk mitigation

    • Operational financial reviews – margin improvement, pricing strategy, and cost structure analysis

    Best For: Businesses facing a specific financial challenge, transition, or growth milestone that requires expert financial leadership for a defined period.

  • For businesses that already have an internal finance team, but need high-level financial oversight, I offer an advisory model focused on strategy, board communication, and financial governance.

    • Board & investor reporting – clear, data-driven financial insights to support decision-making

    • Financial strategy & business planning – long-term forecasting and scenario analysis

    • Finance team evaluation & structure optimization – ensuring the right financial talent is in place

    • Special projects & executive coaching – guiding finance leaders and executives on key financial decisions

    Best For: For companies with an internal finance team in place, but who need senior-level financial guidance, oversight, or a trusted advisor to the CEO or board.

Schedule a Consultation

Contact Me

If you're a founder or business leader and you are starting to feel the need for financial clarity, structure or strategic support — let’s connect.