Irv W.
Naperville, United States
100%
Job Success
Top Rated Plus
Fractional CFO Strategic Financial Leadership for Growing Businesses
$150.00/hr
Fractional CFO | Strategic Financial Leadership Without Full-Time Overhead
For the past 15 years, I’ve helped business owners gain financial clarity, improve profitability, and prepare for key moments—whether navigating a cash crunch, optimizing for growth, or getting ready to sell.
I combine the discipline of a Fortune 50 background with the flexibility and practicality founders need.
What I Offer:
- Cash flow forecasting, scenario modeling, and KPI reporting
- Power BI dashboards that connect directly to QuickBooks, Shopify, or Amazon
-Budgeting, 3-statement financial models, and cohort analysis
-ERP integration and optimization (9 ERP systems implemented)
-Margin analysis by customer, service line, or product
-Exit prep, due diligence support, and financing strategy
Why Clients Hire Me:
-25+ years as CFO/Controller in entrepreneurial and PE-backed businesses
- Successfully led 4 turnarounds, 2 bankruptcies, and 2 exits
- Deep industry experience: SaaS, eComm, Manufacturing, Construction, Professional Services
- Experience securing $500K–$30M in credit lines, term loans, and recapitalizations
- This is my full-time work — not a side gig
Let's talk if you need:
- A CFO who can build the tools and explain the story behind the numbers
-Help making faster, better-informed decisions
-Strategic guidance without the full-time price tag
Work history
Work history
Financial Dashboard for Growing Company
Oct 25, 2023
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Jun 2, 2025
No feedback given
Private earnings
FP&A pros to provide feedback and do a LinkedIn post on first FP&A mascot 🐼
May 7, 2025
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May 8, 2025
"Great experience, look foreard to working with Irv again"
Private earnings
Financial and KPI data - help in organizing and analysis
May 20, 2024
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Mar 17, 2025
No feedback given
Private earnings
Prepare for Exist Proforma and Pre Due Diligence
Jan 9, 2025
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Mar 16, 2025
Private earnings
Forensic Accountant
Jun 19, 2024
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Jan 2, 2025
No feedback given
Private earnings
Develop Action Plan to Return to Profitability
Nov 4, 2024
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Dec 17, 2024
"Irv worked creatively to answer our questions, starting with a very difficult set of data. I appreciate his expertise and plan to hire again."
Private earnings
Remote CFO
Jul 25, 2024
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Dec 7, 2024
Private earnings
Fractional CFO
Jun 25, 2024
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Oct 31, 2024
No feedback given
Private earnings
Fractional CFO
Jun 19, 2024
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Jun 25, 2024
"Fantastic professional! Can't recommend highly enough."
Private earnings
Hourly
Nov 9, 2023
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Jun 17, 2024
Private earnings
Financial Advisor
Mar 3, 2025
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Present
Job in progress
Private earnings
Fractional CFO for Ecommerce Company
May 14, 2024
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Present
Job in progress
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Financial Consulting
Mar 11, 2024
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Present
Job in progress
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Fractional Chief Financial Officer
Aug 28, 2023
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Present
Job in progress
Private earnings
CPA/CFO for Financial Analysis of US Companies
Aug 8, 2022
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Present
Job in progress
Private earnings
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Skills
Skills
- Accounting Principles & Practices
- Financial Analysis
- Accounting Software
- Data Analysis Expressions
- ERP Software
- CRM Automation
- SaaS
- Inventory Management
- Shopify
- Microsoft Power BI
- Financial Reporting
- Cash Flow Modeling
- Pricing Strategy Consulting
- Amazon FBA
- Cost Variance Analysis