Hire the Best Fractional CFOs

Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.

I help founders, CFOs, investors, boards, and finance teams make better decisions through financial modeling, FP&A, forecasting, valuation, investor reporting, and strategic finance. Over the last 10+ years, I've built, audited, and reviewed financial models for CFOs, venture funds, investors, startups, SMEs, infrastructure businesses, research organizations, and NGOs across the US, Canada, UK, Australia, New Zealand, Europe, the Middle East, and Asia. My expertise includes: • Financial Modeling & Forecasting • 3-Statement Models (P&L, Balance Sheet & Cash Flow) • FP&A (Financial Planning & Analysis) • Budgeting & Cash Flow Forecasting • Investor, Board & Management Reporting • Business Valuation • M&A & Due Diligence Support • Scenario & Sensitivity Analysis • SaaS Metrics (ARR, MRR, NDR, Churn, CAC & LTV) • KPI Dashboards & Performance Reporting • Fractional CFO Support Selected experience: • Financial models and strategic analysis for startups and growth companies across 15+ countries. • Financial reporting and analysis support for venture funds and investment firms. • Financial models for energy infrastructure, ports, manufacturing, logistics, maritime, transportation, real estate, and technology businesses. • Valuation and transaction models supporting acquisitions, buyouts, and investments involving businesses with $35M+ annual revenue. • Board reporting, management reporting, and executive dashboards used by leadership teams and investors. • Financial model audits, error identification, and model reconstruction for CFOs, finance professionals, and consulting firms. • Strategic finance support including profitability improvement, cost optimization, budgeting, forecasting, and operational performance analysis. I combine technical financial expertise with practical business understanding. My goal is not simply to deliver a spreadsheet, but to provide decision-makers with reliable financial information, clear analysis, and actionable insights. If you're looking for support with financial modeling, FP&A, valuation, investor reporting, or CFO-level financial analysis, I'd be happy to discuss your project.

PwC-trained accountant, Fractional CFO, and financial modeling expert helping startups and growth-stage businesses build finance functions that support confident growth. I specialize in Financial Planning & Analysis (FP&A), financial modeling, strategic finance, and finance operations, helping founders improve cash flow, make better decisions, and secure funding with confidence. Over the past two decades, I have partnered with founders, investors, and business owners to transform financial data into strategic decisions. I have helped businesses secure over $400 million in funding through investor-ready financial models, financial projections, business plans, and structured financial planning. Whether you're preparing for fundraising, improving profitability, or strengthening your finance operations, I combine strategic leadership with hands-on execution. My expertise spans the complete finance lifecycle. Financial Modeling & Financial Planning & Analysis (FP&A) • Investor-ready financial modeling and financial projections • Dynamic 3-statement financial models (Income Statement, Balance Sheet, and Cash Flow Statement) • Financial Planning & Analysis (FP&A) • Driver-based forecasting and revenue forecasting • Budget models, budgeting, and forecasting • Cash flow forecasting and runway analysis • Scenario analysis and sensitivity analysis • Valuation models and investment analysis • SaaS metrics, unit economics, and pricing strategy • Business plans and fundraising support • Advanced Excel financial modeling, financial dashboards, executive dashboards, and Power BI reporting Fractional CFO & Strategic Finance • Fractional CFO services • Strategic financial planning • Finance transformation and finance operations • Budget ownership and performance management • Cash flow management and working capital optimization • Profitability improvement and cost optimization • KPI framework design • Financial reporting, management reporting, and financial statements • Board reporting and investor reporting • Capital planning, fundraising strategy, M&A support, and financial due diligence Finance Operations, Controller & Accounting • Controller oversight and finance operations • Bookkeeping and month-end close • Financial reporting and management reporting • Financial statements and management accounts • Accounts payable, accounts receivable, payroll, and reconciliations • Internal controls and finance process improvement • Accounting system implementation and optimization • Extensive experience with QuickBooks Online, Xero, Zoho Books, Odoo, SAP, Expensify, Microsoft Excel, Slack, and Microsoft Teams I have worked across SaaS, FinTech, HealthTech, E-commerce, Real Estate, Manufacturing, Infrastructure Development, and Professional Services, supporting clients throughout the US, Canada, Australia, Hong Kong, and the Middle East. Great financial decisions start with reliable financial information. Whether I'm building investor-ready financial models, leading Financial Planning & Analysis (FP&A), acting as your Fractional CFO, improving financial reporting, or strengthening finance operations, my objective remains the same: provide the visibility, structure, and strategic insight that help businesses grow with confidence. Whether you're looking for advanced financial modeling, Financial Planning & Analysis (FP&A), strategic Fractional CFO leadership, finance operations, or scalable accounting and financial reporting, I'd love to discuss how I can help your business grow.

Your bills don't get built. Your cash flow doesn't manage itself. Your reporting doesn't become accurate on its own. If your finance function feels reactive, manual, or difficult to trust, that's exactly what I fix. I'm a Chartered Accountant and Fractional CFO/Controller with 17+ years of experience across Deloitte, 400+ clients across startups, SMEs, and growing businesses worldwide. I've cleaned complex accounting records, built reporting systems, automated finance workflows, Excel and Google Sheets automation, dashboards and KPI & helped founders move from "I don't know my numbers" to having clear, reliable financial visibility. Recent wins: 1. For one US salon, I cleaned QuickBooks misclassified and unreconciled transactions, leading to clean, reconciled and restructured ledgers that saved 20–40 hours/month and reduced accounting costs. 2. For a US-based E-commerce company facing unexpected cash shortages, I implemented rolling 13-week cash-flow forecasting that improved liquidity and prevented costly emergency funding. 3. For a US-based E-commerce company with unreliable financial visibility, I improved cash-flow reporting, budgeting and management reporting processes, reducing reporting and forecasting time by 60%. 4. For one Canada-based client facing hidden overspending and margin leakage, I performed spend analysis and budget-vs-actual reviews and identified 25% potential cost savings. 5. For one AI startup facing slow collections and uncontrolled payables, I redesigned ageing, payment and follow-up workflows that reduced admin time by 30% and improved working capital. 6. For one UK-based SaaS startup using inaccurate financial KPIs, I created automated monthly reporting dashboards and variance analysis that cut reporting time by 70%. 7. Led financial due diligence on transactions totaling $100M+ at Deloitte, supporting accurate financial reporting, analysis and deal decisions. 8. For one UK client facing inaccurate financial reporting and profitability visibility, I rebuilt reporting processes and management accounts, improving decision-making time by 50%+. 9. For one Australian client facing disconnected QuickBooks/Xero, payroll, payment and CRM data, I integrated workflows and automated reconciliations, saving 30 hours/month. My approach is simple: Understand → Organize → Control → Automate → Report What I actually do for clients: 1. Fractional CFO & Controller Services — monthly close, cash-flow management, financial controls, management accounts, KPI reporting, board-ready reporting and finance oversight 2. Cash Flow & Budget Management — cash-flow forecasting, 13-week cash flow, budgeting, budget controls, working-capital management, spend monitoring and budget-vs-actual analysis 3. Financial Reporting & Compliance — monthly/quarterly management reporting, financial statements, reconciliations, variance analysis and reporting packs under US GAAP, IFRS, UK GAAP and other applicable local/statutory reporting standards 4. Finance Operations & Automation — bookkeeping cleanup, month-end close, reconciliations, AP/AR workflows, internal controls, ERP implementation, SOP development and workflow automation 5. Management Information & Performance Reporting — KPI dashboards, financial reporting packs, cost and margin reporting, cash-flow visibility and actionable performance commentary Reporting & accounting standards: US GAAP, IFRS, UK GAAP, local/statutory reporting requirements, management reporting and applicable industry-specific reporting requirements. Tools I work in daily: QuickBooks Online/Desktop, Xero, Sage, NetSuite, SAP, Odoo, Zoho Books, Bill, HubSpot, Asana, Jira, PayPal, Ramp, Square, Launch27 CRM, Microsoft Excel (Advanced), Power BI, Tableau, Google Sheets, FinQore, Rippling, Chargebee, Rillet, Anrok, Gusto, Guideline and more! Markets served: USA, UK, Canada, Australia, Middle East If you need someone to walk into your finance function, tell you exactly where the cash is going, bring your books and reporting under control, and build reliable systems that reduce manual work — message me with what you're working with and what's keeping you up at night. I'll tell you honestly whether I'm the right fit, and if not, point you toward what will actually solve it. Fractional CFO | Virtual CFO | Financial Controller | Finance Controller | Cash Flow Management | Cash Flow Forecasting | 13-Week Cash Flow | Budgeting | Budget Management | Budget vs Actual | Variance Analysis | Management Reporting | Financial Reporting | Monthly Close | Month-End Close | Financial Statements | US GAAP | IFRS | UK GAAP | Statutory Reporting | Management Accounts | KPI Reporting | Financial Dashboards | Finance Automation | Workflow Automation | Accounting Automation | QuickBooks Online | Xero | Accounting | Bookkeeping | Reconciliations | Accounts Payable | Accounts Receivable | Working Capital | Cost Control | Spend Analysis | Internal Controls | Finance Operations | ERP Implementation | SOP Devel

🌟 QuickBooks ProAdvisor | Expert Accountant & Bookkeeper I have a passion for cleaning up and optimizing accounting systems in QuickBooks and QuickBooks Online. My expertise includes: - Bookkeeping & Payroll - Accounts Payable / Receivable - Financial Statement Preparation & Analysis - Bill.com & Law Firm Accounting - Software Integration & Migration - Troubleshooting Complex Financial Challenges I deliver high-level accounting and bookkeeping projects with precision, efficiency, and clarity turning messy financial data into clean, actionable insights. 💼 Fractional CFO As a Fractional CFO, I provide strategic financial leadership to help businesses gain clarity, control, and confidence in their numbers. I partner with business owners to: -Develop budgets and forecasts -Improve cash flow and working capital -Build reporting systems for real-time insights -Identify opportunities for growth and profitability My goal is to transform disorganized financial data into actionable insight, ensuring every decision is backed by accurate, reliable information.

Helping Businesses Improve Profitability, Cash Flow, Financial Performance & Operational Excellence Do you need a trusted finance partner who can help you improve profitability, strengthen cash flow, build scalable financial systems, and provide strategic insights that support business growth? If so, you're in the right place. I am a Certified Public Accountant (CPA) with an MBA in Finance and more than 23 years of experience serving as a Fractional CFO, Financial Controller, Finance Director, FP&A Leader, and Strategic Business Consultant for organizations across the United States. I specialize in helping business owners turn financial information into practical business decisions that improve performance and profitability. My Core Services Fractional CFO & Strategic Finance • Executive financial leadership • Financial strategy and business planning • Board and investor reporting • Executive decision support • Business performance improvement • Profitability analysis • Working capital optimization Financial Planning & Analysis (FP&A) • Budget development and management • Rolling forecasts • Integrated financial models (P&L, Balance Sheet & Cash Flow) • Cash flow forecasting and runway analysis • Scenario and sensitivity modeling • Budget vs. Actual variance analysis • KPI dashboards and executive reporting Financial Controller Services • Financial reporting • Month-end close • Internal controls • General ledger oversight • Accounts payable & receivable management • Payroll oversight • Process improvement • Financial policies and procedures Law Firm Finance & IOLTA Accounting • Law firm financial management • IOLTA and trust accounting • Three-way trust reconciliations • Legal billing • Collections optimization • Client cost accounting • Practice profitability analysis • Clio, MyCase, LawMatics, camplegal, and legal accounting workflows Business Growth & Operations Consulting • KPI design and performance management • Organizational accountability • Revenue optimization • Pricing analysis • Compensation and bonus structures • Operational efficiency • Business turnaround and restructuring • Finance department transformation Industries Served • Law Firms • Healthcare & Medical Practices • Professional Services • Technology Companies • Research Organizations • Consulting Firms • Growth-Stage Businesses Selected Engagements The Law Offices of Travis Walker, P.A. – Fractional CFO • Helped drive significant revenue growth within the first year. • Built a 24-month rolling weekly cash flow forecast and cash runway model. • Implemented budgeting and variance reporting. • Improved profitability through financial discipline and operational controls. • Secured funding and supported banking relationships. • Designed KPI dashboards and executive reporting. MRA Law Group – Financial Controller • Implemented firm-wide KPI scorecards and performance dashboards. • Improved productivity from approximately 65% to over 90%. • Strengthened collections and cash flow management. • Built budgeting and forecasting frameworks. • Implemented executive reporting and financial controls. • Managed legal billing, trust accounting, and finance operations. Giro Law LLC – CFO Consultant • Delivered strategic financial leadership. • Improved budgeting, forecasting, profitability analysis, and cash management. • Developed executive reporting and financial planning frameworks. Kralizec Law LLC – Bookkeeping & Accounting Consultant • Managed bookkeeping, reconciliations, financial reporting, and accounting operations. • Strengthened financial controls and reporting accuracy. Sentric Legal / Rose Law Firm – Finance & Capital Strategy Lead • Built investor-grade financial models. • Developed valuation models and funding strategies. • Prepared business plans and growth forecasts. • Supported strategic finance initiatives. Genesis Orthopedics & Sports Medicine – Finance Manager • Managed budgeting, reporting, forecasting, operational finance, and revenue analysis. • Supported executive decision-making in a healthcare environment. Sidewalk Technologies LLC – Fractional CFO • Established the company's finance function. • Introduced rolling cash flow forecasting. • Developed budgeting, forecasting, and KPI frameworks. • Improved profitability and operational performance. • Implemented EOS-based strategic planning and management reporting. Software & Platforms QuickBooks Online • Xero • Clio • MyCase • camplegal • LawMatics • ConnectWise PSA • ConnectBooster • Bill com • Google Sheets • Microsoft Excel • Power Query • Microsoft 365 • EOS One • Lucidchart • Mobius Why Clients Work With Me ✔ CPA with MBA -Finance ✔ 23+ Years of Finance & Accounting Leadership ✔ Fractional CFO, Financial Controller & Finance Director Experience ✔ Top Rated Plus on Upwork ✔ 100% Job Success Score ✔ $300K+ Earned on Upwork ✔ Extensive Experience Supporting Lawfirms I look forward to discussing how I can support your business