I'm a licensed CPA with 20 years of public practice experience including 18 years at the 5th largest accounting firm. I provide value in the following areas: 1) Financial reporting including CFO leadership of financial reporting; independent audits, reviews, compilations and preparations 2) Tax strategy, tax planning and analysis, IRS representation, tax compliance, international tax filings, S-corporations, C-corporations, individuals 3) Bookkeeping, financial system transformations, accounting, controller and CFO duties 4) Cash flow forecasting, buy and sell side due diligence 5) Exotic equity arrangements, compensation strategies, benefit plans I'm a sound financial decision maker with expert accounting, tax, and financial reporting skills. I build relationships through collaborative communication. I accrete value with data driven decision making.

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses. I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do. Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from. Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up. Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.

Hi, I have 25 (+) years of experience working as a Corporate CFO / CXO for fortune 500 as well as Start-ups & SME’s in India, Middle - east & Asia pacific. Some of my specialities are: • Building up Start-ups, new ventures & SME’s to the next level. • Fund Raising – Have raised more than "US$ 1 Billion". • Maximization of shareholders wealth. • Strategic Planning & Effective execution. • Business Turn-arounds. • Restructuring & Revamping of existing business Models. • Business Process Reviews. • Joint Ventures/ Mergers & Acquisitions. • Planned Exits. Some of my Value added achievements are as follows: ✅As an Entrepreneur :- Founded a Start-up in Media space, raised pure equity of US$ 3 million, built-up a revenue of US$ 8 Million & exited at a Valuation of US$ 21 Million giving the shareholders a return of 7X in a period of appx. 3 years. ✅ As Group CFO: - Set-up a Start-up for building 1000 air-conditioned bus shelters, on DBOT Basis. Raised US$ 37 Million Valuing the Start-up @ US$ 150 Million. ✅ As Chief of Projects: - Set-up an online Start-up, a network of 800 intelligent POS terminals, aranged Start-up funding of US$ 40 Million. ✅ As Business Head & CFO: - Completed strategic acquisitions of 36 large & small units, to build up an asset base & an exponential increase in potential visible Income, justifying an increase in Valuation from US$ 40 Million to US$ 350 Million in a span of two years, & raised US$ 65 Million in fresh equity. ✅ As Business Head &CFO : - Restructured a running business to fight off one of the worst Economic crisis (2008) & brought it to a (+Ve) EBIDTA of app. 25% (up from (-Ve). ✅ As Group CFO of a Company in 3D CGI Animation :- Created a film fund of US$ 100 Mill, transferred existing funding obligations (US$ 30 Mill) & features under production in a SPV, new Investors contributed US$ 30 million, senior lending from Bank of US$ 40 million, creating a Co-production & Co-financed pipeline of US$ 200 mill for the Company. ✅ As Head-Commercial:- Restructured & Revived a manufacturing Unit, re-engineered the product, cut cash burn, reduced NWC Cycle by 3.5 Months, re-negotiated debts of US$30 Million leading to 60% haircuts by Banks & FI’s, improved margins by 18%. ✅ As CFO:- Restructured a Business Vertical (as a Tax planning strategy) by transplanting the business in UAE & Hong Kong, Implementing outsourcing model for logistics & Banking, arranged working capital facilities of US$ 3 Million & Export Credit Insurance. ✅ As Head Corporate Finance: - ’’REBRANDED” & “REPOSITIONED A PRODUCT” creating a niche demand, designed Innovative structured financial transaction, helping sale of products under lease & hire purchase & raising net Cash inflow by 20% for each Sale transaction. I have a passion for Start-ups, new ventures & small businesses and enjoy helping them succeed. I enjoy building-up things from Grounds - up. I like Challenging assignments which need a Strategic input and direction. I have spent most of my career pitching and being pitched to, & and not only for funding but leading & concluding various corporate transactions e.g. business partnership, JV’s, planned exits, technical collaborations, mergers, acquisitions & buy-outs, marketing tie-ups, Investors, analyst & fund managers meets, Road Shows for Private as well as public placements etc. My success rate for taking –up Challenging assignments & completing them successfully is almost 100%. Please get in touch for some exiting and bespoke work on your pitch documents, business plans, corporate write-ups, with the help of which you can confidently pitch and get the undivided attention of prospective Investors & Stakeholders. We believe in providing solutions to business problems, which are practical and effective, and we help implementing those solutions too. My Charges vary depending on the complexities & the nature of the job involved, since i have just started out on Online freelancing, feel free to contact me. We look forward to help you. Thanks

I am a Fellow of the ACCA (FCCA) and an MBA-qualified executive specializing in the 'Grit and Logic' of business transformation. I don't just manage books; I architect the financial and operational systems that allow organizations to scale from chaos to audit-ready excellence. ​My 'Exponential Value' Track Record: ​Built Finance Functions from Scratch: Designed org structures, recruited talent, and implemented EOS/Level-10 accountability for US-based firms. ​System Architect (FV + QBO): Led full-scale integrations of Filevine and QuickBooks Online, creating a 'Single Source of Truth' for financial data. ​Cash Flow Optimization: Increased collections by 50%+ through strategic receivables management. ​AI-Enabled Finance: Deployed GPT-powered reconciliations and anomaly detection, improving forecast accuracy to 90%. ​I am a trusted advisor to CEOs who are ready to professionalize their operations. Whether you need a 13-week cash flow forecast, a backend architecture redesign, or a transformation of your trust accounting governance, I deliver the high-integrity oversight your company requires.

Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and investment materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. I typically close 1-2 transactions a quarter. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.

Need CFO-level financial leadership without the $320K executive cost? I'm a dual-qualified Chartered Accountant (CA ANZ, ICAEW) and Chartered Tax Adviser (CTA) with 13 years of finance experience, including Big Four training at PwC Australia. I help growing businesses get board-ready financials, strategic insights, and investor-grade reporting. I work with business owners who've outgrown their bookkeeper but aren't ready for a full-time CFO. Whether you're operating across multiple currencies, scaling a services business, or preparing for investment or audit — I bring the financial clarity, structure, and strategic thinking that lets you make confident decisions. What I deliver: — Financial model development, scenario analysis, and cash flow forecasting — Monthly close oversight, management accounts, and board-ready reporting — Multi-currency accounting, FX analysis, and intercompany reconciliation — Finance function diagnostics: control assessments, efficiency reviews, and improvement roadmaps — Statutory and regulatory financial reporting across Australian, UK, and international frameworks. Track record: — Led multi-jurisdictional financial reporting across Australia, New Zealand, UK, and Canada — Managed a team of 30 delivering advisory services across 217 locations globally — Delivered audit-ready financial statements with zero corrected or uncorrected misstatements — Built and reviewed financial models for mid-market businesses preparing for investment, lending, and board presentations. Ideal for: — Growing businesses with complex financial operations (multi-entity, multi-currency, international) — Services businesses — agencies, consulting firms, membership-based and subscription models — Businesses preparing for investment, audit, or a step-change in financial rigour — Founders and CEOs who want a strategic finance partner, not just a number-cruncher I hold professional qualifications across two jurisdictions (Australia and UK), work extensively with Xero, and operate across time zones from Melbourne, Australia. Let's talk about how I can support your finance function.

Former Controller of a $500 million credit union with deep expertise in financial management, and strategic planning. I help growing businesses optimize their financial operations without the cost of a full-time executive. - Fractional CFO/Controller Services - Financial Analysis - Financial Strategy - Data Visualization Ready to get your business financially healthy and grow into the future? Let's discuss how I can help you reach your business goals.

I’m a Fractional CFO and CPA with 12+ years of leadership experience across high-growth, private-equity–backed, and enterprise organizations. I’ve served as CFO/COO of Osborne Homes and previously led FP&A at Talus and Global Payments. I help founders, CEOs, and finance teams turn their numbers into clarity, direction, and confident decision-making. ✅ I specialize in Budgeting & Forecasting (Driver-Based) — dynamic, operator-ready models Cash Flow Optimization — visibility, runway, scenario planning, variance analysis Month-End Close & Reporting — accurate, lender/investor-ready financials KPI Dashboards (Excel, Power BI, Sheets) — automated, real-time performance tracking M&A Support — due diligence, valuations, integration planning, financial reviews Operational Finance — aligning sales, ops, and accounting into one system of truth ✅ What makes me different Operator mindset — I’ve run Sales, Ops, Marketing, HR, IT, and Finance as a COO/CFO Fast turnaround — clear communication, technical depth, no fluff Scalable modeling frameworks — built so teams can own and operate them Private equity–grade analysis — board decks, investment cases, scenario modeling Actionable insight — not just reporting, but decisions and direction ✅ Typical client outcomes -- 20–40% improvement in forecast accuracy -- Full 3-statement model rebuilds in days, not weeks -- Month-end close time reduced by 30–50% -- Clear, automated reporting across KPIs, cash flow, and performance -- Clean, organized financials ready for lenders, investors, or acquirers If you need a CFO-level thought partner who can quickly diagnose issues, build structure, and deliver clarity, I’d love to help. Let’s build the financial engine your business needs to scale.

After nearly 30 years in senior finance and operations roles, I’m launching my fractional CFO and financial operations practice to work directly with owner-operated and growing businesses. I specialize in helping founders gain clarity around cash flow, profitability, and financial decision-making through clean, practical systems. My work typically includes financial clean-ups, streamlining accounting processes, building rolling forecasts and cash management tools, improving reporting visibility, and supporting strategic planning. I enjoy hands-on projects like implementing forecasting models, organizing QuickBooks environments, setting up dashboards, and creating simple templates that make it easier to understand what’s happening in the business and plan next steps. I’m especially passionate about partnering with owners as they scale, providing thoughtful financial guidance without unnecessary complexity. Whether you need help getting your financials back on track or building forward-looking tools to support growth, I focus on creating solutions that are clear, actionable, and sustainable. Rates can be hourly or project based and are dependent on the type of work being engaged.

I've helped 300+ founders across North America, Europe, and MENA raise capital and build businesses that scale with strategies backed by real market data and financial discipline. My corporate background runs through investments, public and private equity, and financial advisory, including equity analysis on US and Canadian public markets and due diligence on startups for PE firms. For the past 5 years, I've been working with startups and SMBs on: - Business Strategy & Execution: from idea to business planing to eventually helping you launch - Financial Planning & Strategy: setting up financial architecture, to budgeting and planning, and eventually offering regular Fractional CFO services at a fraction of the cost of a full-time CFO). How I can help: – Investor-Ready Documents & Data Room Preparation: I work with founders to create investor-ready business plans, pitch decks, market research, 3-5 year financial projections, dynamic financial models, and one-pagers. I prefer a consulting engagement where both me and the founder work together over a set period of time to prepare these deliverables (as opposed to a doc prep project). I've sat on the fundraising side enough times to know exactly what investors dig into when they see your numbers. – Financial Modeling: Whatever the decision calls for, operating and FP&A models, fundraise and scenario models, valuations and EBITDA normalization, LBOs and waterfalls, unit economics, cap tables. Built fully linked, auditable, and founder-readable, structured to hold when an investor stress-tests the assumptions rather than break the moment someone touches a cell. – Fractional CFO: Runway, unit economics, pricing strategy, board prep, equity and shareholder-loan design, financial control, budgeting, trackers, financial planning & analysis, policymaking etc. The ongoing finance judgment most early companies can't justify hiring full-time, with enough context on your business that the answer's ready before you ask. Startup Strategy Consultant: Whether you are bootstrapped or have secured early stage funding, and are looking for a strategy consultant with proven experience working with early stage founders to fine-tune your strategy, create an actionable roadmap, and take you from planning to launch, I'm here to help. WHY ME? - My background spans both sides of the table: venture capital and PE deal analysis, corporate internal audit, and hands-on fractional CFO work with growing businesses. - I advise two incubators in Canada and partner with a European venture firm, building the investor-ready documents they take to their portfolio's investors. - Master's in Finance from McGill, BSc from NYU. Send a model, a deck, a plan, or just describe what you're up against. I'll scope it same day.