Fractional CFO • Finance Transformation • Strategic FP&A • Serving USA • UAE • UK
Enterprise-grade financial operations without the enterprise price tag. Ex-Deloitte Director with 15+ years across US, UAE, and India. We embed senior finance leadership into your business to build the systems, reporting, and discipline that drive real outcomes.
Big 4 consulting pedigree applied to mid-market and growth companies
Global experience spanning US, Middle East, Japan, and India
CA & FRM certified. Hands-on operator, not a slide-deck consultant
Built and scaled a 100+ person finance transformation practice
What We Do
We don't just advise. We embed. Every engagement is hands-on, outcome-driven, and built around what your business actually needs.
Full finance leadership for companies between $2M and $50M. Cash flow management, investor relations, board reporting, and financial strategy without the full-time executive cost.
Planning, forecasting, and business partnering that actually drives decisions. We replace spreadsheet chaos with structured, repeatable processes that scale.
End-to-end redesign of your finance operating model. Process automation, systems implementation, team restructuring, and post-M&A integration.
Rolling cash flow forecasts, working capital optimization, and the financial visibility founders need to make confident capital allocation decisions.
Investor-grade models, board decks, and data rooms. Built to withstand due diligence and tell the financial story your investors need to hear.
EPM implementation, reporting automation, and dashboard builds. Anaplan, Power BI, and ERP integration that eliminates manual work and creates a single source of truth.
Who We Help
Preparing for Series A with poor financial infrastructure. You need investor-ready models, clean books, and a CFO-level voice for board conversations.
Post-acquisition finance is a disaster. You need day-one stabilization, integration planning, and quarterly performance management frameworks.
Revenue is growing but margins are shrinking. You need cost waterfall analysis, unit economics by channel, and working capital discipline.
Strong product traction but no real metrics. You need MRR/ARR tracking, cohort analysis, SaaS-specific models, and investor-grade reporting.
Stuck with manual planning and disconnected systems. You need integrated planning platforms, costing accuracy, and operational finance alignment.
Consolidation takes weeks. You need unified reporting, intercompany reconciliation, and real-time visibility across all your entities.
Proven Results
Every number below comes from real engagements. No fabricated metrics, no inflated claims.
Gross margin recovered for a DTC e-commerce brand through cost waterfall analysis and vendor renegotiation
Planning cycle reduced from 8 weeks to 2 weeks for a $40B+ automotive manufacturer
Series A raised within 4 months after building investor-ready financial infrastructure for a B2B SaaS company
Monthly consolidation reduced from 15+ days to 3 days for a $5B+ conglomerate with 30+ business units
Excess inventory prevented through integrated demand-supply planning for a global manufacturer
Reporting effort reduced through automation and dashboard implementation across Middle East operations
Why Us
Frameworks built for $40B manufacturers, adapted and deployed for $5M startups. Same discipline, right-sized for your stage.
We personally run the close, build the models, manage the cash, and sit in the board meetings. Embedded, not parachuted.
We bridge finance and technology. Anaplan, Power BI, ERP integration, automation. Eight enterprise implementations delivered.
We measure success in margin points recovered, planning cycles shortened, and funding rounds closed. Not in billable hours.
Industries
How We Work
Ongoing finance leadership, 15-25 hours per week. Best for startups, growth companies, and investor preparation.
3-12 month engagements for M&A integration, EPM implementation, process redesign, or finance function buildout.
Focused advisory on specific challenges: pricing strategy, platform selection, financial modeling, or M&A preparation.
Full-time coverage for 3-6 months during CFO transitions, post-merger stabilization, or critical finance gaps.
FAQ
Primarily $2M to $500M in revenue. Our sweet spot is growth-stage companies between $5M and $100M that have outgrown their existing finance capabilities but aren't ready for a full-time CFO at $300K+.
We operate at the strategic level. Bookkeepers record transactions. We build financial models, design planning processes, create board reporting, optimize working capital, and make the kind of decisions a full-time CFO would make. We complement your accounting team, not replace them.
Deep experience in SaaS, e-commerce/DTC, manufacturing, pharmaceuticals, real estate, and PE-backed companies. Our frameworks are industry-adapted, not industry-limited. The core finance disciplines transfer across sectors.
We start with a 30-minute discovery call to understand your situation. If there's a fit, we propose a scope, timeline, and fee structure within 48 hours. Most fractional CFO engagements are 15-25 hours per week on a monthly retainer. Project work is scoped and priced separately.
Yes. We have direct experience across the US, Middle East, India, Japan, and Southeast Asia. We understand multi-currency, multi-jurisdiction, and cross-border finance operations.
Where We Work
Senior finance leadership across time zones — without the cost of a full-time executive.
Serving SaaS companies, PE-backed businesses, e-commerce brands, and growth-stage startups across the US. Experienced with US GAAP, ASC 606 revenue recognition, cash flow management, and Series A/B investor reporting.
Fractional CFO Services USA →Deep regional experience with UAE free zone structures, DIFC regulations, multi-entity consolidations, and Middle East conglomerates. Served $5B+ businesses across the GCC. Available on WhatsApp for real-time support.
Fractional CFO Services UAE →Supporting UK businesses with FP&A buildout, finance transformation, and fractional CFO services. Familiar with UK GAAP, IFRS reporting, and talent firm finance models. Remote-first with flexible engagement models.
Fractional CFO Services UK →Supporting India-based businesses and global companies with India operations. FP&A buildout, Ind AS compliance, multi-entity consolidation, and strategic finance for high-growth Indian startups and mid-market firms.
Fractional CFO Services India →Cut your close cycle from 15 days to 3. Automated reconciliations, structured checklists, and real-time visibility into the close process. Stop the month-end fire drill for good.
Month-End Close Automation →Rolling forecasts, driver-based budgeting, and scenario planning that replaces your static annual budget with a live financial compass. Connect finance to operations in real time.
FP&A & Forecasting Services →End-to-end finance process automation. AR automation, reporting dashboards, ERP integrations, and workflow redesign that eliminate manual work and give your team back the time to think.
Finance Automation Services →Client Voices
"Brought in to clean up our finance function before our Series A. Within 90 days we had a proper three-statement model, clean SaaS metrics, and a data room that investors actually praised. The raise closed in four months. Worth every dollar."
"We had 30+ business units consolidating in Excel. Every month-end was chaos. After the EPM implementation, our close went from 15 days to 3 days. The board finally gets numbers they can trust, on time."
"Revenue was growing but we had no idea why margins were shrinking. The cost waterfall analysis identified 400+ basis points we were losing to supplier terms and returns. We recovered most of it within two quarters."
Book a free 30-minute discovery call. No pitch, no obligation. We'll listen to your situation and tell you honestly whether we can help.
Schedule a Consultation