Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedGet expert financial leadership in Helena, MT without the full-time cost. Whether you're scaling your business or raising capital, we match you with an experienced US-based CFO to drive sustainable growth. Our fractional CFO services are designed to align with your business goals and current stage of growth.
Experience represented across our CFO network.
A growing company does not necessarily need a CFO sitting in the office every day. In many businesses the harder financial questions arrive at key points: whether to invest, how much cash to keep available, whether margins are holding up, or what a new commitment will do to the next twelve months.
A CFO Montana engagement gives owners access to senior financial judgment when those decisions require it. The work starts with reliable numbers and moves quickly into what they mean: cash flow management, forecasting, management reporting, budgeting, margin analysis, and capital planning.
For a company that needs regular financial oversight rather than a daily executive presence, a part-time CFO Helena arrangement provides a practical level of involvement. The work includes reviewing monthly results, updating forecasts, examining margins, preparing lender reporting, and helping ownership evaluate whether the business can support its next investment.
The hiring decision also depends on what is happening inside the company. A business looking to hire a CFO Helena needs someone who can bring discipline to financial planning, work alongside the accounting team, and give management a clear view of what is driving results. Where the gap is really about closing the month and keeping controls tight, a financial controller is the better addition.
Contractors come to us for project profitability, WIP, progress billing, and cash forecasting across a season of open jobs, which is the core of our work in construction. Clinics and practices need reimbursement timing, revenue cycle, and collections built into the same plan, the standard problem in healthcare.
Ranching and agriculture put cash into inputs long before the sale, so purchasing becomes a financing question. Tourism and retail operators decide staffing and inventory against a season that does not spread evenly across the year.
Outsourced CFO services Helena provide experienced financial leadership for a defined portion of the month, centered on the company’s current priorities: forecasting, lender preparation, cash planning, budgeting, and evaluating proposed investments. The CFO works with ownership and the accounting team rather than reviewing reports after the fact.
For owners who prefer remote collaboration, a virtual CFO Helena delivers the same review through scheduled meetings and ongoing analysis. A fractional CFO Helena engagement keeps that involvement continuous, with more time added when the business enters a period of growth, financing, or transition.
All CFOs are experienced operators with backgrounds in Fortune 500, PE-backed, and high-growth companies
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: Healthcare · Professional Services
A seasoned financial leader who empowers executives with data-driven insights, strategic planning, and clear reporting. Specializes in building dashboards, streamlining processes, and guiding businesses toward their goals with clarity and confidence. Holds CMA and CSCA credentials, bringing expertise and practical solutions to support growth. Partners with leadership teams to turn financial data into actionable decisions.
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: Manufacturing · Ecommerce · Construction · Electrical · Plumbing · HVAC · Contracting
A fractional CFO focused on quick margins boost and cash flow optimization through strategic FP&A, rigorous budgeting, accurate forecasting, and deep profitability insights. Delivers fast, tangible results – higher margins in months, freed-up cash for equipment and growth initiatives, and reduced financial stress with forward-looking strategies built for the trades.
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.
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 CFOs 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.
Build forward-looking financial plans that support growth and better decisions.
Maintain reliable reporting, improve margins and cost structure, and support audits.
Manage cash flow, plan capital needs, and support financing and banking relationships.
Build models and KPIs, analyze performance trends, and deliver actionable insights.
Support board reporting, investor communications, and fundraising readiness.
Prepare for fundraising, M&A, or exits with clean books and clear metrics.
We provide remote fractional CFO services to businesses across the U.S., with nationwide coverage and local market understanding. Hybrid and on-site engagements may also be discussed depending on CFO location and availability.
We use a combination of your business profile, goals, industry, and financial needs to match you with CFOs in our network who have relevant industry experience and a track record with similar companies. Once you submit your information, we review your requirements and introduce you to a fractional CFOs who are best aligned with your situation.
Costs vary widely based on the CFO’s experience level, scope of work, engagement model, and hours needed. Most fractional CFO engagements are offered on a part-time or project basis, and pricing is typically structured as monthly retainers or hourly rates determined between you and the CFO. We don’t set the prices; the CFO you engage with will propose terms that match your budget and needs.
Both remote and on-site arrangements are possible. However, most of our CFOs prefer to work remotely. Unless in-person support is absolutely necessary, we recommend keeping the search open to remote candidates. In general, having location flexible will allow you access to a wider talent pool.
Fractional CFO services are used by a wide range of companies, including:
Growth-stage startups
Bootstrapped software and tech firms
Service-based businesses scaling operations
Manufacturing and hardware companies
Companies preparing for funding rounds
Businesses needing interim financial leadership
Essentially, any company that needs senior financial expertise but doesn’t require a full-time CFO often benefits from a fractional arrangement.