You will get Fractional CFO / Financial Analysis, Financial Modeling, Review & Report
Top Rated
Project details
Hey, I am James Hackley, an Experienced CFO with a proven track record of driving Financial success and strategic growth in manufacturing industries. I excel in setting up and Optimizing Finance Departments, leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises.
My expertise spans Acquisitions, Financing, and Performance incentives, all underpinned by a deep understanding of financial statements and robust FP&A skills.
✔ Fractional CFO
✔ Financial Advisor
✔ Financial Analysis & Financial Modeling
✔ Financial Reporting & Financial Analysis
✔ Financial Reporting
✔ Financial Analysis & Valuation
✔ Financial Modeling
✔ Budgeting & Forecasting
✔ Investment Management
✔ Cash Flow Optimization
✔ Risk Management
✔ Budgeting & Cost Control
✔ Investment analysis
✔ Financial Reporting
✔ Investment Manager
✔ Investment Analyst
✔ Investor Pitch Deck
Ready to elevate your financial analysis and modeling capabilities? Let's connect and discuss how I can support your business objectives and help you achieve sustainable growth. Together, we can unlock the full potential of your financial data and pave the way for a prosperous future.
Thanks!
My expertise spans Acquisitions, Financing, and Performance incentives, all underpinned by a deep understanding of financial statements and robust FP&A skills.
✔ Fractional CFO
✔ Financial Advisor
✔ Financial Analysis & Financial Modeling
✔ Financial Reporting & Financial Analysis
✔ Financial Reporting
✔ Financial Analysis & Valuation
✔ Financial Modeling
✔ Budgeting & Forecasting
✔ Investment Management
✔ Cash Flow Optimization
✔ Risk Management
✔ Budgeting & Cost Control
✔ Investment analysis
✔ Financial Reporting
✔ Investment Manager
✔ Investment Analyst
✔ Investor Pitch Deck
Ready to elevate your financial analysis and modeling capabilities? Let's connect and discuss how I can support your business objectives and help you achieve sustainable growth. Together, we can unlock the full potential of your financial data and pave the way for a prosperous future.
Thanks!
Industry
Financial Services, Manufacturing & StorageTarget Country
WorldwideWhat's included $7,500
These options are included with the project scope.
$7,500
- Delivery Time 2 days
29 reviews
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About James
CFO, Fractional CFO, Accountant, Financial Analyst, Financial Advisor
100%
Job Success
Sioux Falls, United States - 3:34 am local time
👋𝐌𝐞𝐞𝐭 𝐉𝐚𝐦𝐞𝐬, A highly experienced Fractional CFO, Virtual CFO, CPA, Bookkeeper, & Accountant with 𝟮𝟬+ years of proven success driving Financial performance and Financial Strategic Growth across diverse industries. I specialize in setting up and optimizing finance departments and leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises.
With tailored solutions for businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business, present, and future.
𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔:
𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎), XERO, for bank and credit card integration, Gusto for payroll, 𝐁𝐢𝐥𝐥.𝐜𝐨𝐦 for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or Management Team.
𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐊𝐏𝐈𝐬, such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, ROI, and churn, to give you insights into your business performance.
𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬
I will address specific challenges, such as:
▸ Building financial models for fundraising
▸ Creating and tracking budgets, including sales targets and hiring budgets
▸ Managing short-term cash flow for accounts payable and receivable, and debt management
▸ Implement a Forecast process, continually looking for future risks and opportunities
𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲:
✅Financial Management & Reporting
✅Strategic Planning & Financial Plans for 5 Year
✅Cost Reduction & GAP Analysis
✅Streamlining Operations & Processes
✅Raising Capital Financing
𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬:
✅Financial Analysis & Financial Modeling
✅Forecasting & Budgeting
✅Budget Analysis
✅Investor Pitch Decks
✅KPI Reporting Dashboards
✅Business Plan Pro-Forma
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠:
➡Fractional Controller Services
➡Full-Service Bookkeeping
➡Inventory Accounting & Fixed Assets
➡Month-End Close and Reporting
➡Internal & External Audits
➡Business Tax Preparation
💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success.
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💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬, including Excel/VBA | Bookkeeping & Power BI for efficient financial processes and actionable insights.
💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO, CFO Financial Analyst, CFO Financial Analyst, Due Diligence, Chief Financial Officer, Acquisitions, Financial Acquisitions Advisory, Business Valuation, Investment Research, Risk Mitigation, Financial Reporting, Experienced CFO, Financial Management, Financial Reporting, Financial Analysis & Valuation, CFO Financial Analyst, Financial Valuation, Financial model, Financial Planning, Investment Research, Account Management, Investment Analyst, Financial Plan, Fractional CFO, Financial Analysis & Modeling, Cash Flow Optimization, Business Forecasting, Financial Management, Business Valuation, Risk Mitigation, Financial Valuation, Mergers and Acquisitions Advisory, Chief Financial Officer, Financial Modelling Expert, Accounting & Taxation, Company Valuation, Financial Visualization Expert, CFO Financial Analyst, Virtual CFO, Experienced CFO, Financial Plan, Tax Planning & Audit Support, Financial Planning, Financial Visualization Expert, Finance, Virtual CFO, Chief Financial Officer, CFO, Virtual CFO, Business Forecasting, Accounting & Taxation, Financial Modeler, Cash Flow Management, Finance, Cash Flow Optimization, Cash Flow Management, CFO, CFO Financial Analyst, Fractional CFO, Financial Consultant, Financial Analysis & Modeling, Business Planning & Pitch Deck Expert, Microsoft Excel, Investment Advisor, Financial Analyst
Let’s connect and reshape your financial future together. Looking forward to meeting you.
Thanks!
Steps for completing your project
After purchasing the project, send requirements so James can start the project.
Delivery time starts when James receives requirements from you.
James works on your project following the steps below.
Revisions may occur after the delivery date.
Review
I will review documents and requirements first
Discuss with you regarding the nature of service needed
Could you please specify the type of work you need? For example, Company Valuation, Equity Valuation, Stock/Bond Valuation, etc.