The engagement
One company at a time.
I take one seat at a time, and it gets the whole week — not fractional, not split across a portfolio. What the seat is called depends on what the business needs: interim CFO, COO, or a mandate that runs across finance, operations and IT. Either way, I stay through the execution.
- What I take on
- One operating seatInterim CFO, COO, or a cross-functional mandate. Full ownership either way, for as long as it takes.
- Exclusivity
- One clientNo fractional arrangements and no concurrent engagements.
- On site, Bay Area
- Up to 4 days a weekIn the building, with the team, where the problems actually surface.
- Outside the Bay Area
- 2 days a week on siteTravelling, with the balance of the week worked remotely.
What the seat covers.
The operation
Finance, operations and IT running as one
- One set of numbers for finance, sales and operations to plan against
- Budget and forecast cycles shortened from months to weeks
- Planning that works across finance, sales, marketing and operations
- Leadership through transition, growth, or a vacant executive seat
The machinery
Closes, controls and working capital
- Month-end close optimization
- Expense management, internal controls and approval processes
- AP, AR and working capital
- Reporting quality and KPI development
- Controls set at the right level, without slowing the business
The systems and the team
ERP programs, and the people who run them
- ERP scoping, selection and implementation, led as a business program alongside IT
- Stalled implementations rescoped and put back on plan
- Right-sizing processes and systems to where the business is going
- Assessing and rebuilding teams to match skillsets to growth goals
The plan and the transaction
Strategy, board, capital and exit
- Strategic financial plans that survive scrutiny
- Board and investor reporting
- Refinancing existing lines or sourcing new ones
- M&A activity and due diligence preparation
- Sale process readiness across HR, legal, IT, financial and tax
Defined projects.
Between operating seats, I take on a small number of defined projects with a clear scope and a capped fee, such as deploying AI across a company. The same rule applies: the work carries through to execution, and the team is able to continue on its own when the project ends.
What I don't take on.
Audit and tax preparation. Bookkeeping. Permanent search and staffing. And work that ends at a recommendation rather than carrying through to execution. If that is what you need, I will say so in the first conversation and try to point you to the right person.