Fractional CFO/Interim CFO/Finance and operations projects
Turn strategy into operating results.
I step into growth-stage companies as a fractional or interim CFO and build what a business needs to scale, or to get through a gap without losing ground: financial clarity, forecasting discipline, and management reporting that connects plans to results and results to decisions.
Accounting is taillights. Finance should be headlights.
Three ways to bring in a CFO.
Most companies need finance leadership before they can justify a full-time hire, or need it faster than a search can deliver. These are the shapes that work.
Fractional CFO
Ongoing, two to four days a month
For companies that have outgrown a controller but can’t yet justify a full-time CFO. Board and lender reporting, forecasting, pricing and margin discipline, cash management, and an operating cadence that actually holds between meetings.
Interim CFO
Full-time, three to nine months
For a departure, a leave, a transaction, or a stretch that needs more capacity than the team has. I take the seat, produce trustworthy numbers on the owner’s cadence within 60 days, and own the lender relationship and the board package while the operating fixes take hold.
Project work
Scoped and finite
First-audit readiness and close remediation. Rebuilding a forecast model people trust. 13-week cash forecasting and covenant compliance reporting. ERP selection and implementation across NetSuite, SAP, and Oracle. Product, customer, and channel profitability. Inventory and supply chain economics. Diligence support and post-close integration.
Every engagement starts the same way: a few weeks understanding the business and the numbers before recommending anything.
You’ll know if this is you.
- Growth has outrun the finance function, and the numbers arrive too late to run the business on.
- Your CFO or controller left, and the board still expects a monthly package.
- The forecast changes every time someone rebuilds it, and nobody fully trusts the number.
- You raised, borrowed, or took on a sponsor, and reporting expectations went up overnight.
- A covenant has been breached, or the lender has lost confidence in the reporting.
- You’re heading into a first audit, and the books weren’t kept with one in mind.
- Revenue is growing and margin isn’t following, and no one can say precisely which products, customers, or channels are paying for themselves.
- The close takes three weeks, so decisions get made on stale numbers.
- You put in a new system and it still hasn’t produced better information.
- You’re preparing to sell and want the financials to hold up under diligence.
If two or three of those land, that’s usually a conversation worth having.
Clarity at the top. Discipline in the work.
I bring the perspective of an operator and the structure of a consultant, working from the enterprise agenda down to the data, processes, decisions, and execution that make it real.
Management systems
Translate strategy into measurable plans, operating rhythms, forecasts, dashboards, and clear accountability.
Profitability and scale
Build the cost, pricing, margin, and planning disciplines that let high-growth companies scale with control.
Transformation
Align organization, process, data, and technology around the few changes that materially improve performance.
Execution
Bring urgency, analytical rigor, and pragmatic execution to turnarounds, integrations, and complex transitions.
Evidence over adjectives.
A few examples from a career spent helping organizations improve service, profitability, and execution.
Revenue growth
Built the financial and operating infrastructure behind nearly 4x growth in two years, as CFO of a venture-backed company.
Recurring savings
Led a finance transformation and cost visibility program from executive vision through CEO and board approval.
Inventory turns
Doubled turns at a private-equity-owned consumer products business through integrated sales and operations planning.
Faster planning cycle
Redesigned global planning and budgeting with better quality, ownership, and decision support.
Strategy through execution.
Leadership and advisory work across start-ups, middle-market businesses, global enterprises, and complex restructuring situations.
Executive leadership
CFO, COO, and CIO roles with Emerald Cloud Lab (venture-backed), Zero Foxtrot (private-equity owned), Screen Innovations, State Industrial Products, and Columbus Components Group, across growth, transformation, and turnaround environments.
Principia21
Co-founder and managing director of an operations strategy and performance improvement firm, serving clients in life science, healthcare, services, industrial, consumer products, and technology.
Dell / Perot Systems
Executive Director, Strategy and Planning. Global leader, Business Design and Operations Effectiveness consulting practice.
Oliver Wyman
Partner in the Supply Chain practice of a premier global strategy consultancy.
Arthur Andersen / Accenture
Progressed from staff to Associate Partner, with assignments across the U.S., Asia, and Europe.
Have a consequential problem to solve?
I’m most useful where growth, economics, and execution intersect, and where a practical path forward matters more than another presentation.