Find a Financial Expert
Find experienced fractional CFOs and financial experts by industry, service, and company size. Browse our network of professionals and request a free introduction to a CFO who matches your business needs.
Drew Lyon is Founder & Principal of Focused Energy, a Denver-based outsourced finance, accounting, and operations firm he has led since 2012. He sits in the CFO seat for founder-led and sponsor-backed companies, building the financial infrastructure, forecasting, and board-grade reporting owners need to grow. He came to the CFO chair through operations rather than reporting, and founded Pallium, a platform that turns organizational data into faster decisions.
I help growing businesses see clearly with advisory, accounting, tax, and transaction services that turn financial complexity into competitive advantage. I have spent 15+ years working inside businesses ranging from startups to $300M organizations, including within a major corporate health venture programme where I advised health tech companies on financial strategy and growth.
I bring nearly two decades of global finance experience spanning FP&A, project financing, cash management, M&A, investor relations, and management consulting. I combine in-house expertise with a consulting mindset to deliver strategic insights and practical financial leadership. My mission is to provide growing companies with the benefits of seasoned CFO guidance—flexible, tailored, and cost-effective—so they can confidently navigate growth, improve performance, and unlock long-term value.
I am a former bank Controller and VP Finance for a private equity firm. Now a fractional CFO & Controller for more than a decade. My expertise includes professional services, healthcare, construction, law firms, real estate brokerages and SaaS startups. My strengths include budgeting and forecasting, revenue center profitability analysis, expense reduction, cashflow management and accounting system oversight.
Former Senior Director of Finance at Fortune, Director of Strategic Finance & RevOps at Chief and Director of FP&A at General Assembly, where I led finance through growth, fundraising and reorganization. Most companies bring finance in too late, so I founded Finative to come in early: an NYC-based team serving clients nationwide with accounting, controller and CFO support tailored to their needs. We’ve cut close times 50%+ and found and fixed $100K+ in cash leakage.
25+ years CPA focusing on fractional CFO services for small businesses in various industries. My firm as a team can provide fractional CFO, controller, bookkeeping, tax and project services. We are also a very technology savvy group that can assist with custom database development, custom financial modeling and forecasting tools. Our approach is to meet with you to assess financial related pain points and opportunities and to improve them with a custom engagement to suit your needs.
I’m a strategic, hands-on CFO with experience leading finance for companies up to $30M in revenue and a $600M public school system. Through UB Capital Advisors, I help owners strengthen cash flow, improve margins, build dependable forecasts and reporting, and scale operations. I combine executive-level strategy with practical execution—from financial cleanup and process improvement to capital planning and exit readiness—so owners can make confident decisions and grow profitably.
I am currently an accounting and finance professional consultant with over 30 years of experience in many industries, including 21 years as a CFO. My career includes experience with many software platforms, evaluating and transforming accounting teams, and improving operations. I have spent the last 7 years as a lead CFO Advisory for firms seeking VC/PE and Institutional funding for commercial construction development projects - providing detailed 10 year monthly pro forma models.
Former SVP of Finance at Hyatt Hotels Corporation, now a consultant and fractional CFO focusing on the hospitality and loyalty segments. A strong operational finance executive with executive presence and extensive experience dealing at the C-suite and Board level.
I help companies undergoing complex, transformational changes.
Amazing Insights provides fractional CFO and financial advisory services, as well as support for operational and strategic initiatives, for companies between $5M - $100M in annual revenue.
I have 3 types of target clients:
• Building and scaling fast-growth companies
• M&A intensive companies
• Pre-IPO or pre-sale to private equity
Former W-2 CFO of healthcare consulting firm and academic, current Fraction CFO for Mission-Driven, For-Profit Companies ($1m - $20m revenue)
Fractional Chief Financial Officer and Chief Operating Officer partnering with founder led, bootstrapped, and growth stage companies in consumer, apparel, ecommerce, and light manufacturing. I build disciplined finance and operations, improve cash flow and margins, implement systems and performance indicators, and help leaders scale with clarity, control, and confidence.
Across every engagement, Jimmy's approach is the same: get close to the numbers, build the controls and reporting discipline a growing company actually needs, and give owners and lenders a clear, honest picture they can make decisions on. He's equally comfortable in the boardroom structuring an eight-figure capital raise and on the plant floor untangling a broken ERP system — and he brings that same builder's mindset, sharpened with AI-enabled tools, to every fractional CFO relationship.
Former Regional CFO of a $200M North American manufacturer and VP of Finance in mortgage servicing and medical document retrieval, now founder of Trendright. I embed with owner-led teams to build reporting leadership trusts, tighten close and cash forecasting, lead ERP conversions and carry M&A deals through integration. 8 deals, 7 integrations, 14+ ERP builds. Clients value direct counsel, clear numbers and a partner who owns execution, not just advice.
How to Choose the Right Financial Expert for Your Business
Start with your industry and company size. A fractional CFO who has worked with companies like yours already knows the metrics, margins and reporting that your lenders and investors expect. Industry experience shortens the learning curve, so the expert can focus on decisions instead of background. Company size matters just as much: a startup building its first financial model needs different support than a $20M business tightening controls before an acquisition. Use the filters above to narrow the list by industry and revenue range.
Next, define your financial challenges and the services you need. Some businesses want ongoing CFO support for strategy, budgeting and forecasting. Others have a specific project, such as cash flow management, fundraising, M&A or exit preparation, or a books cleanup before tax season. Be clear about whether you need strategic guidance, hands-on accounting and monthly close, or both. That tells you whether to look for a fractional CFO, a controller or an accountant, and which profiles list the right CFO services.
Finally, consider your growth stage. Early-stage companies often need help with runway, pricing and investor reporting. Growing companies need systems, KPIs and a forecast they can trust. Mature businesses may need board reporting, audit preparation or exit planning. Read each expert’s bio to see where they have done this work before, then request a free introduction to the professionals who fit. Not sure where to start? Click Get Matched and tell us what you need.
FAQ
Yes. Browsing profiles and requesting introductions is free for businesses. The Alliance does not charge a commission or add a markup. If you decide to work with an expert, you agree on scope and fees directly with them and pay them directly, so the full fee goes to the professional doing the work.
Usually within hours. Once you request an introduction, we pass your request to the expert you selected so you can connect directly. You can request introductions to more than one professional and compare their experience, approach and fees before you decide who to hire.
No. All experts in the directory are US-based, but businesses are not limited by geography. Companies outside the US can browse profiles, request introductions and work with a fractional CFO, controller or accountant from our network, as long as the expert’s experience fits the work you need.
Use the Get Matched form and describe your business, industry, company size and the financial challenge you are facing. We will point you to professionals whose experience fits. This works well if you are unsure whether you need a fractional CFO for strategy or a controller or accountant for day-to-day finance.