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I will be your strategic fractional cfo and corporate finance expert
Financial Modeling Expert, 9 Years Experience, SaaS and Project Finance
Dual-Major MBA (Finance & Accounting) & Professional Financial Analyst with 9+ years of corporate experience. I build Wall Street-standard, 100% dynamic financial models using native Excel architectur...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Get premium Board-Ready and Wall Street CFO execution
Maximize shareholder value, optimize capital structure, and de-risk transactions with elite fractional CFO leadership. Led by an MBA corporate finance specialist, I deliver institutional-grade, error-free financial frameworks for executive teams, PE sponsors, and high-growth enterprises.
Specialized Expertise:
- SaaS Financial Modeling: Live metrics tracking, ARR/MRR forecasting, churn analysis, and LTV/CAC.
- Project Finance & Valuation: Complex multi-scenario models, debt-sculpting, and investor-ready architectures.
Core Services:
- Fractional CFO Leadership: Strategic budgeting, 12-month rolling cash flow forecasting, and liquidity optimization.
- Corporate Finance & Valuation: DCF and market comps for exit planning, restructuring, and NPV/IRR metrics.
- Capital Structure Optimization: Balancing debt/equity to minimize WACC and safely accelerate ROE.
Your data, strategy, and intellectual property stay 100% confidential. I am fully open to signing a standard NDA.
Future-proof your strategy. Order now for rapid, premium service if a package fits. Have unique needs? Message me to define your custom scope.
Strategy type:
Growth strategy
•
Risk mangement
Business lifecycle stage:
Startup
•
Growth
Industry:
Energy
•
Real estate
•
Software
My Portfolio
Other Corporate Finance Services I Offer
FAQ
What is the typical onboarding process for a Fractional CFO engagement?
We begin with a discovery call to review your current financial stack and pain points. Once engaged, I perform a thorough audit of your historical financials, chart of accounts, and current cash runway to establish a clean baseline before building your strategic framework.
Can you help us prepare for an upcoming fundraising round or company sale?
Yes, I specialize in investor readiness. I build institutional-grade pitch-deck financial summaries, dynamic DCF/Comps valuation models, and clean data rooms that survive rigorous venture capital, private equity, or commercial bank due diligence.
How do you customize your corporate finance services for SaaS or subscription businesses?
A: I integrate core unit economics directly into your financial models. Your dashboards will dynamically track and forecast critical SaaS metrics including Monthly Recurring Revenue (MRR), customer churn, Lifetime Value (LTV), Customer Acquisition Cost (CAC), and runway burn multiples.
Do you look at our existing capital structure to help us lower our cost of capital?
Yes, I analyze your current debt-to-equity ratio and outstanding liabilities. By calculating your Weighted Average Cost of Capital (WACC), I provide actionable restructuring recommendations to safely lower financing costs and optimize your Return on Equity (ROE).
Will the deliverables be suitable for presentation to our Board of Directors?
Absolutely. All reports, financial models, and strategic summaries are delivered in a crisp, board-ready format. They feature executive dashboards and visual KPIs designed specifically for immediate presentation to founders, board members, and institutional sponsors.
