About Uriel

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.

Impact

Recent Result

Improved EBITDA margin by 5%, delivering a $3M financial impact through labor optimization, vendor negotiations, and disciplined cost management.

Company Size

Pre-revenue / Startup $0–1M revenue $1–10M $10–50M $50M+

Engagement Types

Fractional CFO Interim CFO Special Project Support Equity-based or deferred comp projects

Company Stages

Pre-revenue Early-stage startup Scaling / Growth PE-backed Preparing for exit

Industries

Also Open To
Retail / Ecommerce Healthcare Real Estate / Hospitality Family Office Distribution Life Sciences

Services

Strategy & Ongoing CFO Support Budgeting, Forecasting & Financial Analysis Cash Flow Management Fundraising / Capital Strategy M&A / Exit Preparation Board / Investor Reporting Accounting & Monthly Close Audit Prep, Controls & Compliance Systems / AI / ERP Implementation

Education & Certifications

BA
MBA
CMA
FMVA, CBCA,FTIP,

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