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.
CFO/CIO of a family-held real estate, construction, and hotel group in New York. Before that, fifteen years in hotel finance at Marriott and five as Finance Director for Tishman Speyer’s emerging markets. I help businesses scale their financial infrastructure, get financial clarity, and restructure debt and capital through exit.
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.
Sarah Lerche is a Silicon Valley veteran with 25+ years as a CFO, successful entrepreneur/start-up founder, and advisor to Series A, B, and C technology startups and scale-ups.
Lerche co-founded Escalon Services, a technology-enabled business services provider in 2010, building into a 1000+ person organization with $65M+ in annual revenue, realizing a successful exit in 2022. During this time she additionally served as a fractional CFO and advisor to CEOs and boards at 50+ technology startups.
Kreg Parker, CPA, is an experienced financial executive and founder of Summit Accounting & Finance Services. He provides fractional CFO leadership to growing businesses, with a focus on construction, real estate development, home building, and property management. Kreg helps owners improve profitability, manage cash flow, strengthen financial reporting, and make informed strategic decisions. His approach combines executive-level financial expertise with practical, hands-on guidance.
Former private equity investor with experience investing in and building middle-market businesses, including helping scale a commercial landscaping platform from ~$5M to ~$40M of EBITDA through organic growth and M&A. I have led portfolio company management teams with CFOs, CDOs and COOs reporting to me and am an active CPA. I am ideal for owners who want to build their business with the same financial and operational rigor of a private equity partner, without selling their company.
Former W-2 CFO of healthcare consulting firm and academic, current Fraction CFO for Mission-Driven, For-Profit Companies ($1m - $20m revenue)
Owen Power partners with business owners to turn financial complexity into clarity. As a CPA and Fractional CFO, he helps companies improve margins, strengthen cash flow, and build the financial foundation needed for a successful sale, transition, or growth event. His focus is simple: helping owners create more control, confidence, and business value.
My mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment.
I focus on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
I am a U.S. CPA, MBA with 25+ years experience in CFO roles across global Fortune 500, private equity and small, family business, heavy in manufacturing, distribution, eCommerce. I build forecasts and board reporting leadership can trust, lead fundraising and lender conversations, and set up finance teams and systems that scale. Clients value clear numbers, plain-English advice and a hands-on approach.
With 11 years of experience across banking, corporate finance, and fractional CFO advisory, I bring institutional financial discipline and executive-level decision making to privately held businesses. As Founder of SC Advisory, I partner with owners to navigate critical decisions involving growth, profitability, capital allocation, and M&A. My focus extends beyond financial reporting to strengthening financial governance, protecting enterprise value, and building long-term wealth.
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 I co-led a successful exit delivering 3.5x returns. I bring institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting. 100% remote. Fast to deploy, focused on results.
Fractional CFO with experience across software, e-commerce, CPG, retail, and manufacturing. Track record includes scaling finance systems to improve visibility into revenue, retention, and unit economics; leading and advising on numerous acquisitions; supporting search funds and ETA entrepreneurs from diligence through ownership; partnering with multinational operators; and deploying capital as a private debt investor.
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. I build scalable financial infrastructure and translate data into strategic action. Data informs. Judgment decides.
Tim Hudson is an experienced CFO & CPA with executive leadership experience serving privately held, venture-backed, private equity-backed, and publicly traded companies ranging from startups to $325M in revenue. He helps CEOs and owners strengthen financial reporting, cash flow, improve profitability, build KPI-driven finance functions, lead budgeting and forecasting, support M&A and fundraising, and deliver board-ready financial insights that drive growth.
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.