
Ongoing CFO-level support to drive growth, profitability, and financial discipline—without the cost of a full-time CFO. This is a retained, CFO engagement for businesses that need strategic financial leadership but do not require (or cannot justify) a full-time CFO.
With 25+ years of experience across financial controllership, FP&A, fundraising, tax structuring, and board advisory, I work closely with founders and leadership teams to bring financial clarity, control, and direction.
I act as your strategic finance partner, helping you scale sustainably while strengthening financial governance.
Scope of engagement - customized
1. Financial Strategy & Planning
Annual Operating Plan (AOP) & budgeting
Rolling forecasts and scenario planning
Profitability and margin improvement
2. Cash Flow & Working Capital Management
Cash flow forecasting & monitoring
Debtors, creditors & inventory optimization
Liquidity planning and banking alignment
3. MIS, Reporting & Governance
Monthly MIS & KPI dashboards
Board/Investor reporting
Financial controls and process discipline
4. Fundraising & Investor Support
Financial model building/review
Investor readiness & data room support
Debt/equity strategy and negotiations
5. Tax, Compliance & Risk Management
Direct & indirect tax oversight
Audit coordination (internal/statutory)
Risk identification and mitigation
6. Business Partnering
Working closely with CEO/CXO team
Strategic decision support
Cost optimization and growth initiatives
How it works:
Ideal for :