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Fractional Chief Financial Officer

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I bring 25 years of experience in accounting, finance, and operations. My passion is partnering with executive teams and entrepreneurs, empowering them to focus on the essential aspects that maximize their services, profitability, and overall success. When I work with clients, trust, integrity and addressing each client's specialized needs are my highest priorities.

My professional journey began at PricewaterhouseCoopers, where I honed my financial and systems auditing skills. Throughout my career, I have held executive-level positions in accounting and finance for startups and middle market companies across diverse industries. I have gained invaluable expertise in navigating diverse business landscapes, spanning technology and e-commerce, retail, non-profit organizations, consumer products, high net worth individuals, and professional services. I graduated from the University of California at Santa Barbara with high honors and shortly thereafter became a licensed CPA.

Schedule a complementary introductory call to see how I can contribute to your success.  Click here and I look forward to connecting!

 

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About

What is a Fractional Finance &
Accounting Executive?

A fractional finance and accounting executive, including roles such as CFO, VP Finance, and Controller, is a highly skilled and experienced professional in the fields of finance and accounting. They are engaged on a part-time basis to offer leadership, guidance, and expertise in specific areas. By leveraging their extensive knowledge and experience, a fractional finance and accounting executive provides the same level of expertise as a seasoned executive, but at a fraction of the cost. Their goal is to support your business in achieving success by providing strategic financial guidance and leveraging their comprehensive understanding of finance, accounting, and business operations.

 

SERVICES

Strategy I CollaborationProcess I Execution I Success 

  • Financial Strategy

  • KPI Design and Monitoring 

  • Financial Reporting and Analysis

  • Cash Flow Modeling and Management 

  • Budgeting and Forecasting 

  • Internal Controls Assessment 

  • Process Improvement Assessment and Design

  • Team Design, Development, and Leadership

  • Software Selection and Implementation 

  • Audit Preparation and Management Services 

  • Full-Cycle Accounting 

  • Management of Third-Party Business Relationships 

  • Debt Facility Negotiation and Management 

  • Due Diligence Services

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Experience

Experience

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