Own the day-to-day finance function, including close, compliance, controls, and team leadership across time zones.
Drive financial systems architecture and contribute to strategic decisions on new markets, deal structures, and capital allocation.
Lead a team of 6, building it to 8-10 over 24 months, with a focus on scalability and automation.
QSIC is a Series B SaaS + hardware company that powers in-store audio and advertising for some of the world’s largest retailers. They operate across the US, Australia, and Asia-Pacific, with a growing team and a finance function at an inflection point.
Act as fractional CFO/Controller for up to 30 small law firm clients (gross revenues under $10MM).
Analyze financials to spot trends, risks, and opportunities; go toe-to-toe with bookkeepers to fix messy data.
Deliver hard truths to business owners with radical candor and humor, coaching them to make courageous growth decisions.
How To MANAGE a Small Law Firm is the leading fractional C-suite provider for solo and small law firms nationwide. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture built on personal responsibility, high performance, and zero corporate BS.
Direct the annual operating plan process, including revenue and contribution margin targets by channel, headcount planning, and capital expenditure schedules.
Own the accuracy and timeliness of GAAP financial statements, and oversee monthly and annual close process through the Director of Accounting.
Serve as the primary management liaison to the audit committee and maintain the business in a continuous state of transaction readiness.
Smalls is a subscription-first pet food business with genuine customer love, durable unit economics, and a retail expansion underway. The company has grown from a pure-play DTC brand into an omni-channel operation, maintaining a lean finance function with a culture that respects work-life balance.
Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.
Provide senior-level compliance consulting services to investment advisors.
Manage ongoing client relationships and deliver high-quality service.
Serve as a senior subject matter resource for consultants across the organization.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Build stronger reporting, controls, and audit readiness.
Improve margins with the CEO, Board, and sponsor.
Urrly is a PE-backed global professional services company serving healthcare and life sciences clients. They help pharmaceutical, biotech, and scientific teams turn complex medical information into clear strategy, education, and communication programs.
Identify and cultivate relationships with borrowers to drive consistent deal flow.
Lead the full placement process: structuring capital stacks and negotiating term sheets.
Translate real-time capital markets conditions into actionable guidance for clients.
WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.
Serves as strategic leader responsible for end-to-end performance of Pathward’s energy portfolio.
Partners closely with senior leadership, credit, treasury, and external partners to drive disciplined origination.
Provides leadership across syndicated and non-syndicated transactions, including deal structuring and capital strategy.
Pathward is a financial empowerment company increasing financial availability, choice, and opportunity for all. They remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
Connect small business owners with funding solutions nationwide.
Introduce owners to revenue-based funding for operations, growth, and more.
Earn commissions by sharing a referral website and assisting clients.
ASSIST Business Solutions transforms challenges into actionable systems, driving growth and clarifying vision. With a focus on simplifying operations and strengthening teams, they equip businesses across diverse sectors with the tools for sustainable success.
Own and scale a healthcare partner lending program
Match borrowers to the right lender categories and build lender panels.
Drive closed deals and funded volume, using data to prioritize opportunity.
Urrly is a seed-stage fintech company building partner-driven lending programs across healthcare and other business markets. They are a team of about 12 with revenue under $10M, operating with a capital-efficient model, and generally have 12-24 months of runway.