CFO Strategy : Planning, FP&A, controllership

One-on-one advisory for founders, CEOs and finance leaders who need senior CFO-level thinking — without the full-time hire.

Running a business without a seasoned finance hand at the table is expensive. In this session, you get 25+ years of CFO and controllership experience applied directly to your situation — whether you're building your first budget, strengthening financial controls, or preparing for investor scrutiny.

Build or stress-test your Annual Operating Plan (AOP) and rolling forecasts

Design financial controllership frameworks — MIS, month-end close, variance analysis

Set up FP&A processes that give leadership real visibility, not just backward-looking reports