Serve as fractional CFO for a portfolio of consumer brands, owning FP&A, forecasting, and strategic advisory.
Manage client relationships, banking, investor communications, and board reporting with polish.
Drive modeling, KPI dashboards, and workflow optimization using AI and automation tools.
FinanceWithin provides financial backbone services for ambitious consumer brands, combining McKinsey-level strategy with Big Four precision. They are a small, remote-first team with a high-performance, collaborative culture.
Lead all financial, accounting, treasury, and investor-relations activities.
Develop and execute a financing strategy aligned with growth and commercialization plans.
Oversee financial planning, reporting, tax compliance, and internal controls.
Peptilogics is a surgical therapeutics company dedicated to curing and preventing medical device-related infections. We are a lean, highly collaborative team with a focus on innovation.
Build and maintain consolidated operating models across all entities and revenue streams.
Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts with variance analysis.
Develop unit economics and margin analysis by revenue stream and produce board reporting narratives.
Reachdesk is the first end-to-end SaaS global gifting and swag platform, helping B2B companies build meaningful connections through personalized gifts and branded swag. Trusted by top technology and SaaS companies, it has a world-class team with hubs in New York, London, and Lisbon.
Provide strategic financial leadership and advisory support to help the firm make proactive business decisions.
Build budgeting and forecasting processes that reflect the realities of a contingency-fee law firm with variable monthly revenue.
Translate financial data into clear, digestible executive-level reports and dashboards for decision-making.
Meyer Wilson Werning is a niche law firm focused on investor claims and class actions, with a nationwide practice. They have recovered over $350 million for clients and have a team of highly skilled attorneys known for trial readiness and professionalism.
Serve as the financial leader for a portfolio of approximately 30 client businesses, providing strategic guidance and actionable insights.
Analyze financial data, create forecasts, budgets, and cash flow strategies to improve profitability and growth.
Build trusted relationships with business owners and collaborate with internal team members to deliver exceptional client experience.
How To MANAGE a Small Law Firm is a leading provider of Fractional C-Suite services for solo and small law firms. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture of ownership, accountability, and results.
Partner with Sales and Marketing leadership to build strategic decision support and drive alignment between growth investments and financial outcomes.
Own forecasting models for members and revenue, GTM KPIs and ROI frameworks, and pricing strategy to guide long-term planning.
Manage monthly forecasts, executive variance analysis, annual planning, headcount modeling, and systems to scale GTM finance.
SmithRx is a rapidly growing, venture-backed Health-Tech company that disrupts the pharmacy benefit management sector with a next-generation drug acquisition platform. With hundreds of thousands of members onboarded since 2016, the company offers a collaborative, mission-driven culture guided by values of integrity, courage, and teamwork.
Own the finance function end-to-end, including day-to-day operations, month-end close, and financial reporting.
Build financial models, cash flow forecasts, and scenario analyses to support strategic decision-making.
Partner with leadership on fundraising, investor reporting, and process improvements.
Infisical is an open source security infrastructure platform for secrets management, certificates, and privileged access management. They have raised $19M from Y Combinator, Google, and Elad Gil, and operate as a remote team with a strong presence in San Francisco.
Own strategic finance cadence across the automotive portfolio, including forecasting, performance management, and KPI reporting.
Build operating models and partner directly with portfolio company leadership to drive decision-making and capital allocation.
Lead and support M&A work including acquisition modeling, diligence, synergy analysis, and integration planning.
Emergence Automotive is an AutoTech portfolio within Emergence, a holding company backed by The Pritzker Organization, that buys and builds category-defining software businesses in the automotive vertical. The portfolio represents more than $35 million of ARR across several businesses, with a small, high-ownership team that works closely with portfolio companies.
Own the end-to-end program management and execution of Bold Moves, a portfolio of company-wide strategic growth initiatives, driving roadmap, prioritization, and financial outcomes.
Build and maintain financial models to quantify initiative impact, develop business cases, and track value realization against targets.
Prepare executive-ready updates, dashboards, and recommendations, surfacing risks and aligning cross-functional teams to ensure initiatives deliver measurable business value.
Real Chemistry is a global healthcare agency that blends scientific expertise, human-centred creativity, and AI-driven insights to transform healthcare communications and marketing for top pharmaceutical and biotech clients. The company fosters a culture of innovation and collaboration, with a commitment to excellence and a people-first approach, as reflected in its #LifeatRealChem ethos.
Develop and maintain effective planning and analysis to provide senior management with analytical tools and measure performance.
Partner with cross-functional teams and international managers to align business goals with company goals.
Lead the global annual budgeting process, financial planning, and monthly re-forecasting.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security, securing both AI agents and humans.