Fractional CFO for Profit Growth
Budget: $1,500 – $3,000 USD
MUST BE BASED IN THE UNITED STATES.
I need a seasoned, part-time CFO to take charge of our overall financial strategy and planning, with a laser focus on two areas:
• Building a forward-looking financial forecasting model that clearly shows revenue drivers, expense trends, and cash requirements over the next 12–18 months.
• Identifying cost-optimization opportunities across operations, procurement, and overhead, then outlining realistic savings targets.
The ultimate objective is straightforward: lift company profitability. To get there, I expect a detailed plan that pairs the forecast model with a practical cost-reduction roadmap, complete with timelines, underlying assumptions, and measurable KPIs.
You should be comfortable extracting data from our current accounting platform (QuickBooks Online), conducting variance analysis, and explaining complex insights in plain language to the leadership team. Experience presenting results to stakeholders and refining models after feedback is essential.
Deliverables:
1. Dynamic 12-18 month financial forecast (Excel or Google Sheets) with scenario capability.
2. Written strategic memo summarizing key profit levers and recommended cost actions.
3. 60-minute virtual walkthrough to align on next steps and answer questions.
If you have a track record of driving profit growth through disciplined forecasting and cost control, I’d love to collaborate.
I need a seasoned, part-time CFO to take charge of our overall financial strategy and planning, with a laser focus on two areas:
• Building a forward-looking financial forecasting model that clearly shows revenue drivers, expense trends, and cash requirements over the next 12–18 months.
• Identifying cost-optimization opportunities across operations, procurement, and overhead, then outlining realistic savings targets.
The ultimate objective is straightforward: lift company profitability. To get there, I expect a detailed plan that pairs the forecast model with a practical cost-reduction roadmap, complete with timelines, underlying assumptions, and measurable KPIs.
You should be comfortable extracting data from our current accounting platform (QuickBooks Online), conducting variance analysis, and explaining complex insights in plain language to the leadership team. Experience presenting results to stakeholders and refining models after feedback is essential.
Deliverables:
1. Dynamic 12-18 month financial forecast (Excel or Google Sheets) with scenario capability.
2. Written strategic memo summarizing key profit levers and recommended cost actions.
3. 60-minute virtual walkthrough to align on next steps and answer questions.
If you have a track record of driving profit growth through disciplined forecasting and cost control, I’d love to collaborate.