What I do

In ongoing engagements, I provide hands-on leadership of the financial function. My clients are often at inflection points where CEOs, along with their boards and investors, recognize the need for a transformation in how the company does what it does. Sometimes that extends to what the company does. I help by building three elements: the team, its processes, and the company’s external relationships. Project-based work often addresses a singular issue from this set, perhaps around a key initiative, a transaction, or distress.

Building the team

  • Organizational alignment: Implementing a structured cadence, providing analysis, and addressing uncertainties to foster a shared sense of purpose, especially via budgeting and planning.

  • From ideas to operations: Translating data into actionable insights; helping the team pull the right levers to enhance cash flow and profitability.

  • Tough conversations: Leading critical strategic discussions and addressing the challenges head-on to avoid common pitfalls.

Building processes

  • Best-of-breed: Upgrading your systems and vendors to top-tier, highly-scalable solutions.

  • Streamline workflows: Pushing decision-making closer to the customer and enabling the executive team to focus on leading.

Building external relationships

  • Capital markets: Coming to the investment community from a position of strength and cultivating relationships that work.

  • Boards and investor relations: Moving communications beyond compliance to create value long after funding.

  • Market research: Testing assumptions against insights and showing the range of possibilities to push the business forward.

What I don't do

  • Origination

    Sales, M&A, and investment targeting (among others) are best served by folks with deep networks in your sector. I can, however, help you build relationships with intermediaries and support transaction-related workflows.

  • Army of one

    Fractional support isn't cost-effective for companies that need personal attention to a high volume of transactions. Ordinarily, I manage teams of internal staff along with vendors. I can help you find teammates and partners best suited to specialized tasks (e.g., outsourced bookkeepers).

  • In-person

    My model is 100% remote. This makes my processes particularly well-suited for companies differentiating themselves with zero real estate. I do support limited travel for clients.

  • Regulated services

    I don't offer investment, legal, tax, accounting, or other regulated advice. I also focus on clients without regulated reporting (e.g., DCAA). My network includes many professionals who are experts in these areas; I'm happy to make introductions.