Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedMake confident business decisions with expert strategic CFO services.
We turn financial data into clear, usable insight – helping you plan ahead, improve performance, and align day-to-day decisions with long-term growth.
Experience represented across our CFO network.
Strategy defines where the business is going. A strong CFO strategy helps ensure the path actually holds.
Growth plans often assume capacity, margins, or cash that isn’t there yet. On paper, it works. In reality, pressure builds.
A CEO sets the vision – a strategy CFO makes sure it’s executable.
That means translating strategy into financial reality – how growth affects cash, where margins shift, and which decisions the business can actually support. Effective CFO strategic planning ensures that financial priorities stay aligned with long-term business objectives while supporting sustainable growth.
Strategic CFO support connects direction to execution, so decisions made today still hold up as the business scales.
This is often part of broader CFO Advisory Services, where financial leadership supports how decisions get made – not just how results are reported.
Build models that reflect how revenue, costs, and operations actually behave – not just static projections as part of a broader CFO services strategy.
Evaluate decisions like hiring, pricing, and expansion using clear financial scenarios and trade-offs.
Support board reporting, investor updates, and fundraising preparation with clear financial visibility.
Build KPIs, analyze performance trends, and translate financial data into clear, actionable insights.
Manage cash flow, plan capital needs, and support financing decisions and banking relationships.
Prepare for fundraising, M&A, or exit with clean financials, strong metrics, and clear positioning.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
We connect you with qualified strategic CFO professionals experienced in your industry and ready to support your specific needs.
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
Industries: SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction
Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Industries: SaaS / Technology · Ecommerce · Healthcare · Professional Services · Real Estate / Construction
Accomplished finance leader with 25+ years driving financial strategy, operations, and growth across private and public tech companies worldwide. 15+ years as a Fractional CFO supporting VC-backed startups and scaling SaaS businesses globally. Helped raise over $500M in equity, built finance teams from scratch, led M&A, and developed systems and reporting infrastructure needed to scale responsibly and efficiently.
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Industries: SaaS / Technology · Ecommerce · Healthcare · Real Estate / Construction · Alternative Assets · Retail · Life Sciences
Fractional CFO with 30+ years across Wall Street and operating leadership, including leading a $2B regulated broker-dealer. Deep experience in capital formation ($1B+ raised), financial modeling, working capital discipline, KPI architecture, and board-level decision support. Builds scalable financial infrastructure and translates data into strategic action.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Industries: Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management
Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.
Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Distribution · Life Sciences
CFO and strategic finance leader with 15+ years of experience driving growth, improving cash flow, and building scalable financial infrastructure in private equity-backed and service-based organizations. Known for translating financial data into clear decisions, strengthening operations, and partnering with leadership to drive performance and long-term value.
Industries: Manufacturing · Professional Services · Distribution
Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting.
Industries: Healthcare
Strategic finance leader with 20+ years of experience across corporate finance, operations, and forensic analysis. Has led financial transformations in Fortune 500 companies, health plans, ACOs, and state marketplaces, with a focus on structure, transparency, and leading through uncertainty. Serves as a Fractional CFO helping small and mid-sized businesses navigate strategy, P&Ls, cash flow, forecasting, and complex financial challenges with a practical, hands-on approach.
Industries: Manufacturing · Professional Services · Distribution · Private Lending · Mortgage Servicing
Partners with leadership teams as a Fractional CFO and trusted advisor, bringing financial strategy, system integration, and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and implement practical systems that support confident, sustainable growth.
Industries: Healthcare · Real Estate / Hospitality · Retail · Food & Convenience
A Fractional CFO with 15 years of experience in accounting and finance, focused on driving growth, reducing costs, improving margins, and strengthening cash flow. Has worked with retail, food service, hearing aid, and convenience store businesses, supporting small to mid-size companies with revenues up to $30M. Brings clarity, operational insight, and streamlined financials to guide confident, well-informed decision-making.
Industries: Manufacturing · Healthcare · Professional Services · Nonprofit · Life Sciences
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
Industries: SaaS / Technology · Healthcare · Professional Services · Alternative Assets · Retail · Nonprofit
Works with growing businesses that need financial guidance but not a full-time CFO, helping owners understand their numbers, plan for growth, and build financial systems that support long-term success. Offers fractional CFO support tailored to each stage, including cash flow forecasting, financial modeling, budgeting, KPI tracking, and strategic advisory.
Industries: Manufacturing · Consumer Packaged Goods · Chemicals · Textiles · Pharmaceuticals · Food
Career built on driving results through enhanced business performance, process improvements, scalable systems and controls, and organizational development. Deep expertise across FP&A, cost management, treasury, acquisitions and integrations, ERP implementations, and controllership.
Industries: Manufacturing · Professional Services · Real Estate / Construction · Distribution
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
Not every company needs the same level of CFO involvement. The right structure depends on what’s driving the need and how much financial leadership the business actually requires.
In practice, this usually shows up as:
The model should match the situation – not the other way around.
When the need is immediate, an interim CFO provides focused, hands-on support.
This usually happens during periods of change – leadership gaps, rapid growth, or preparation for financing. The business needs structure quickly, not a long ramp-up.
An interim CFO steps in to stabilize financial visibility, build a working planning model, and bring discipline to decision-making. The goal is to get leadership operating with clear numbers again – not assumptions.
This type of support is often time-bound, but high impact. It creates a foundation the business can continue to use after the engagement ends, making strategic planning with an interim CFO a practical way to navigate change while maintaining financial control and long-term direction.
For companies that need consistency over time, a fractional strategic CFO provides ongoing involvement without a full-time hire.
This works when the business has moved past the immediate gaps but still needs regular financial leadership – planning cycles, performance reviews, and support around key decisions.
A fractional CFO stays close to the business, helping maintain alignment between financial strategy and execution as things evolve. The focus is less on fixing and more on maintaining clarity and discipline over time.
This model allows companies to keep experienced CFO-level input in place, without overbuilding the team too early. It also makes strategic planning with a fractional CFO an effective long-term approach for aligning financial priorities with business growth.
In both cases, the role is the same – bringing clarity to decisions, building forward-looking visibility, and ensuring growth is supported by a financial structure that can hold.
The difference is level and duration of involvement, not the quality of insight.
Through the US Fractional CFO Alliance, companies gain direct access to experienced CFOs who can step in at the right level and support both planning and execution without added layers.
They translate plans into numbers, evaluate key decisions, and bring clarity to trade-offs so the business can execute with confidence.
A CFO connects financial outcomes to operational decisions. This means translating strategy into measurable plans, identifying risks early, and helping leadership understand the financial impact of different paths before committing.
The CFO builds and maintains the financial model behind long-term plans. That includes forecasting, capital planning, and ensuring the business can sustain growth without creating hidden financial strain.
When financial insight is integrated into decision-making, execution becomes more consistent. Teams operate with clearer constraints and expectations, which reduces wasted effort and improves overall performance.
Usually when decisions start carrying more financial weight – hiring, expansion, pricing, or investment. If leadership is making those calls without clear financial visibility, it’s already time to bring in CFO-level support.
Strategic CFO consulting helps businesses align financial decisions with long-term goals. A strategic CFO supports planning, evaluates growth opportunities, improves cash flow, and helps build a financial structure that supports sustainable growth. This gives business leaders greater confidence when making strategic decisions.