JD
Fractional CFO

Financial leadership
for growing companies.

I step in as your finance leader, building reporting you can actually use and giving you the strategic visibility to make better decisions. Without the full-time salary.

What You Get

Everything a full-time CFO handles, scoped to what you actually need.

Most founders either have no finance function or they're getting numbers they don't trust three weeks too late. I fix both.

📊

Financial Reporting & Analysis

Not just a P&L in your inbox. Reporting with context, trend analysis, and insights that tell you what's actually happening in your business and why.

💰

Cash Forecasting

Know your runway. Understand your burn. Plan your spend with a rolling forecast that actually reflects how your business operates.

🎯

Budgeting & Variance

Annual budgets built to be useful, not shelved. Monthly budget vs. actual that flags what's off track before it becomes a problem.

📈

KPIs & Metrics

The numbers that matter for your stage: MRR, churn, LTV, CAC, net retention. Tracked, trended, and reviewed together monthly.

🧭

Strategic Advisory

Pricing decisions, hiring plans, fundraise prep, vendor negotiations, board deck support. A finance partner for the decisions that keep you up at night.

📱

CEO Dashboard

Key financial metrics and performance data on your phone. Real-time visibility into your business without digging through spreadsheets or waiting for a report.

📋

Monthly Close

Books closed fast and clean. Reconciled, reviewed, and ready so you're making decisions with current numbers, not last quarter's.

Results

What this looks like in practice.

I don't just do the work. I build systems that make it faster and more reliable over time.

Case Study
6 days → 1
Month-end close reduced from six business days to one.
At a SaaS company, I rebuilt the entire close process, automating reconciliations, report generation, and variance analysis. What used to take the better part of a week now closes by end of day on the first business day of the month. Leadership gets financials faster and makes decisions with current data instead of waiting around for it.
Case Study
3 weeks → 3 days
Financial reporting that actually changed how leadership made decisions.
An organization's leadership team was making major spending and headcount decisions based on gut feel because financials came too late and lacked any real analysis. I stood up a reporting cadence that delivered clean financials with variance commentary, trend analysis, and forward-looking insights within days of month-end. For the first time, the executive team could see exactly where they were tracking against plan, which areas were bleeding cash, and where to double down. The result was faster, more confident decision-making grounded in real numbers instead of instinct.
How It Works

Simple, predictable, no surprises.

01

We talk.

30-minute call. You tell me what's broken, what's missing, or what you need. I tell you honestly whether I can help.

02

I learn your business.

I get into your books, your tools, and your processes. I map out what's working, what's not, and where the gaps are.

03

We build the rhythm.

Monthly close, reporting, forecasting, and a regular cadence of strategic check-ins. You get a finance function that runs, on a flat monthly retainer.

Background

10+ years across Fortune 500 FP&A,
SaaS, and manufacturing.

I've managed finance at scale and at startups. I've built teams, built systems, and taught both.

→ VP of Finance at a SaaS company. Own the full finance function from close to board reporting.
→ Site Controller at a Fortune 500 manufacturer
→ Senior Finance Manager, FP&A at a high-growth healthcare SaaS
→ 6 years in FP&A, pricing, and sales finance at a $14B global company
→ MBA, Strategy. University of Notre Dame.
→ Adjunct Professor of Accounting. University of St. Thomas.

Let's talk about your finances.

30-minute call. Tell me what's not working and I'll tell you how I'd approach it. No pitch, no pressure.

Book a Free Call

No commitment. Just a conversation.