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 changes in how the company does what it does. Sometimes this extends to what the company does. I help by building three elements: the team, their 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
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Origination
Sales, M&A, and investment targeting (among others) are best served by folks with deep networks in your sector. Having done such work before, I can help hire and supervise these functions. With these resources in place, we can build relationships with intermediaries and support transaction-related workflows.
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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).
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In-person
I support limited travel for clients, performing most work remotely. I especially enjoy helping companies evolve their management processes to better capture value from hybrid and fully-remote strategies.
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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.