Gregory Trautman

Gregory Trautman

CFO Accepting new clients
20+ years of experience

About Gregory

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.

Company Size

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

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 Going Public

Industries

Also Open To
SaaS / Tech Retail / Ecommerce Healthcare Real Estate / Construction Real Estate / Hospitality Asset / Investment Management Family Office Distribution Life Sciences

Services

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

Education & Certifications

BA
MS

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