I provide fractional CFO services for growing companies navigating complexity, constraint, and change.
My work combines rigorous financial analysis with a clear read on what is actually happening inside an organization, not just what appears in the data. This allows leaders to make decisions that are financially sound, strategically aligned, operationally grounded, and realistic for the people doing the work.
I work most often with startups through Series A/B across fintech, engineering, entertainment, and political or mission-driven organizations.
Background
I am a CFA with 15+ years in capital markets as a trader, researcher, and senior leader, followed by more than a decade as a wellness founder and operator. I have built and run businesses, managed P&Ls, advised institutional clients, and supported founders through major decisions.
What I Do
Core CFO Work
Budgeting, cash flow management, cost analysis and projections
Financial statement analysis and reporting
Investor reporting
Tax analysis and coordination
Strategic and Operational Support
Thought partner to founders on growth decisions and tradeoffs
Oversight of finance, legal, HR, and operational systems
ROI-focused AI strategy and deployment
How I Work
Finance is one part of a larger system that includes people, incentives, timing, culture, and risk. I pay attention to all of it.
I bring clarity by listening carefully, identifying what matters, and supporting decisions under pressure. I am direct, steady, and practical in high-stakes environments.
I work in three-month increments with mutually agreed monthly deliverables.
This is fractional CFO work designed for leaders who want more than spreadsheets.
Engagements
Fractional CFO and interim CFO roles
Startup through Series A/B
If this sounds useful, I would be glad to get on a call and talk through what your organization is navigating and whether I am the right fit.
