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FOR COMPANIES IN TRANSITION

Interim CFO Services
for Companies in Transition

Expert interim and temporary CFO services

for companies navigating financial transitions, leadership gaps, or critical growth phases –
without the cost of a full-time hire.

Trusted Interim CFO Solutions ​​

Businesses that need reliable temporary CFO solutions often face time-sensitive situations that don’t allow for a lengthy hiring process. Interim CFO consulting services offer a proven path to executive-level financial leadership in days, not months.

Our network of experienced consultants is available for immediate deployment. Whether you need to find an interim CFO for a planned transition or an emergency situation, we match you with the right professional quickly.

Why Companies Choose Interim CFO Consulting Services

In many cases, the need for an interim CFO appears suddenly. A fundraising process accelerates, a finance leader departs unexpectedly, or the company reaches a point where financial decisions start carrying higher stakes. Bringing in an experienced interim CFO allows the business to stabilize quickly, maintain investor and stakeholder confidence, and keep strategic initiatives moving forward. 

Temporary & Interim CFO

Our Interim & Temporary CFO Capabilities

Get matched with a CFO who delivers clarity and structure.

Budgeting & Forecasting

Build forward-looking financial plans that support growth and better decisions.

Operational Finance

Maintain reliable reporting, improve margins and cost structure, and support audits.

Cash Flow & Capital Planning

Manage cash flow, plan capital needs, and support financing and banking relationships.

Financial Planning & Analysis

Build models and KPIs, analyze performance trends, and deliver actionable insights.

Board & Investor Relations

Support board reporting, investor communications, and fundraising readiness.

Transaction Readiness

Prepare for fundraising, M&A, or exits with clean books and clear metrics.

How It Works

How Our Interim CFO Engagement Works

Three steps. Two minutes. Zero guesswork.

1

Tell Us What You Need

Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.

2

Get Matched

We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.

3

Choose Your CFO

Speak with up to five CFOs, compare perspectives, and select the right fit for your business.

Hire an Interim CFO Today

No fees. No commissions. You choose who to work with.

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    Meet Some of the CFOs You Can Be Matched with

    All CFOs are experienced operators with backgrounds in Fortune 500, PE-backed, and high-growth companies
    Michael M. - Bringing Fortune 500 Finance to Growing Companies
    Michael M., CFO

    Industries:  SaaS / Technology · Healthcare · Professional Services · Nonprofit · Insurance · Retail · CPG

    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.

    Brandon M., CFO

    Industries:  SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate

    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.

    Brian R., CFO

    Industries:  SaaS / Technology · Ecommerce · Healthcare · Professional Services · Real Estate

    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.

    Ben H., CFO

    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.

    Greg T., CFO

    Industries:  SaaS / Technology · Ecommerce · Healthcare · Real Estate · 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. 

    Jeffrey B., CFO

    Industries:  SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate · 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.

    CREFO - CFO

    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.

    Uriel B., CFO

    Industries:  SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate · 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.

    Michael H., CFO

    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. 

    Harvey B., CFO

    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.

    Jamie M., CFO

    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.

    Randy B., CFO

    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.

    Lukas S., CFO

    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.

    Erlinda M., CFO

    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.

    Terence L., CFO

    Industries:  Manufacturing · 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.

    Nicholas Y., CFO

    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.

    Steve H., CFO

    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.

    Hugo M., CFO

    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.

    Our community includes 30+ experienced CFOs across industries.

    Temporary CFO Services for Immediate Financial Leadership

    Most companies don’t set out looking for a fractional or interim CFO. The need usually becomes clear when financial decisions start carrying more weight—and internal resources aren’t enough.

    At the same time, experienced CFOs are often difficult to access quickly. Traditional hiring is slow, and intermediary models can create friction on both sides.

    US Fractional CFO Alliance was built to address that gap—connecting companies directly with experienced CFOs who can step in when needed, whether for interim leadership during a transition or ongoing part-time support.

    The focus is simple: reduce time to access, remove unnecessary layers, and match the right level of financial leadership to the situation.

    For companies navigating change, that means getting experienced support in place faster—without overcomplicating the process.

    When Businesses Need Temporary CFO Services

    Companies don’t bring in an interim CFO unless something important is already underway. The situation might be planned—a transaction, a capital raise, a leadership transition. Or it may be unexpected—a sudden departure, financial instability, or loss of visibility into the numbers. In either case, the requirement is the same: experienced financial leadership that can step in immediately and operate without a long ramp-up.

    That’s where interim CFO consulting services fit.

    Instead of navigating a lengthy hiring process, companies can hire an interim CFO who is ready to assess the situation quickly, align stakeholders, and take ownership of the finance function from day one. This isn’t advisory support. It’s embedded leadership during a defined period where decisions carry more weight and timing matters.

    What a Temporary CFO Delivers

    High-risk financial events compress timelines and expose gaps that aren’t always visible in day-to-day operations. In these situations, companies don’t need more analysis—they need clear direction and execution under pressure.

    An experienced interim CFO is typically brought in to lead through moments such as:

    • Mergers, acquisitions, and due diligence processes
    • Financial restructuring, turnaround efforts, or liquidity constraints
    • Audit preparation and regulatory or lender scrutiny
    • Investor fundraising rounds and capital strategy decisions
    • Leadership transitions and permanent CFO searches

    These are not passive assignments. They require someone who can step into an active leadership role, align internal teams, and communicate effectively with investors, lenders, and the board. Interim CFOs operate with a defined mandate: stabilize the business, establish financial clarity, and support execution during a period where timing and decisions are tightly linked.

    When companies need an interim CFO, the priority is not just availability—it’s finding someone who has operated in similar situations and can move quickly without creating additional friction.

    Interim CFO Leadership During High-Risk Financial Events

    Critical financial moments demand seasoned leadership. Our interim CFO consultants guide companies through:

    • Mergers, acquisitions, and due diligence processes
    • Bankruptcy protection or financial restructuring
    • Audit preparation and regulatory compliance reviews
    • Investor fundraising rounds and capital restructuring
    • Leadership transitions and permanent CFO searches

    With deep interim CFO leadership experience, our CFOs provide stability and strategic direction when it matters most.

    Optimize Your Finances with Part-Time CFO Services

    Not every situation requires an interim CFO. In many cases, the business isn’t in transition—it’s growing, but financial complexity is starting to outpace internal resources. That’s where part-time CFO support comes in.

    A part-time CFO works with the business on an ongoing basis, typically on a weekly or monthly cadence, providing consistent financial leadership without the need for a full-time hire. A part-time CFO works with the business on an ongoing basis, typically on a weekly or monthly cadence, providing consistent financial leadership without the need for a full-time hire. This model is part of a broader set CFO Services designed to align financial leadership with the stage and needs of the business.

    This model is often the right fit for:

    • Companies building financial structure as they scale
    • Businesses that need better visibility into cash flow and margins
    • Leadership teams preparing for future fundraising or expansion
    • Organizations that need experienced guidance, but not full-time coverage

    Unlike interim roles, part-time CFO engagements are not tied to a specific event. They are designed to support decision-making over time and bring consistency to financial planning and reporting.

    If your need is ongoing rather than time-sensitive, hiring part-time CFO services can provide the right level of support without overcommitting resources. For companies navigating both immediate challenges and longer-term growth, it’s common to start with interim support and transition into a part-time CFO model as the business stabilizes.

    If you’re evaluating the right level of financial leadership, you can connect directly with US Fractional CFO Alliance to discuss your situation.

     

    FAQ

    We actively work with companies to accommodate urgent needs, and our network typically includes CFOs who are currently accepting new clients. The exact start timeline depends on the company’s requirements and the expected level of involvement, including the number of hours needed. In many situations, a suitable interim CFO can begin within a week.

    Yes. Private equity-backed companies are among the most common users of interim CFO consulting services. Whether navigating a portfolio acquisition, preparing for an exit, or managing post-close integration, an experienced interim CFO delivers the financial rigor and reporting capabilities PE sponsors require.

    Temporary CFO engagements typically range from 3 to 12 months, depending on the complexity of the assignment. Short-term projects may span 30 to 90 days, while interim roles covering a permanent hire search often last 6 months or more. We tailor each engagement to fit your specific timeline and needs.

    Absolutely. Restructuring is one of the most common reasons companies hire interim CFO services. An experienced interim CFO can assess financial obligations, negotiate with creditors, develop turnaround plans, and maintain stakeholder confidence during difficult transitions. Our consultants are experienced in both operational and financial restructuring assignments.

    Interim CFO consulting services add value across a wide range of industries — including technology, healthcare, manufacturing, real estate, professional services, and non-profits. Any organization facing a financial leadership gap, rapid growth, or a complex financial event can benefit from hiring a temporary or interim CFO.

    It can be, but it depends on the situation. The overall cost difference is influenced by several factors, including the expected number of hours, the duration of the engagement, and the level of benefits and equity a company would offer a full-time hire. In many cases, interim CFO support allows businesses to access senior financial leadership without committing to a full-time executive compensation package. At the same time, for companies with long-term, full-time needs, a permanent CFO role may make more sense financially.