Monthly embedded finance leadership
A senior partner inside your business 1–4 days per week. Cash, forecasting, capital, strategy. The seat itself, on retainer.
Embedded senior finance leadership for $5M–$500M operating companies. Hospitality, mining, healthcare, manufacturing, oil & gas, real estate, construction, professional services, ecommerce, CPG, omnichannel, publishing and creative agencies — same partner-led model across all of them, with the partner in your sector running the seat.
Fractional CFO is rarely one job. Engagements typically braid two or three sub-offers, led by the partner with the most relevant operating experience.
A senior partner inside your business 1–4 days per week. Cash, forecasting, capital, strategy. The seat itself, on retainer.
GOP/NOI/FF&E for hotels, AISC and royalty for mining, same-store and unit-econ for DSOs, trade spend and channel margin for CPG. The partner running your retainer has run the role.
Scenario layers for capital decisions. Owned and updated weekly by the partner. Free industry-specific template downloadable below.
Monthly close, board pack, lender pack, investor reporting. Run as the rhythm of the business rather than a fire drill.
Debt, equity, alternative capital. Lender intros, pitch material, model defense in diligence.
Industry-appropriate operating KPIs surfaced where the team will actually see them — not a generic dashboard.
Hire the next finance lead, write the finance org chart, decide what to keep in-house vs. outsource.
The partner who takes your first call is the partner in the room. We don't sell what we haven't run.
Two-decade operator. 50+ DTC and CPG engagements including a dozen sell-side processes. Scaled brands through Shopify Plus, retail expansion, and inventory-led growth pressure tests. Leads the consumer practice and exit-prep across $20–$100M operating brands.
Putra & Co APAC lead — Sydney, Melbourne, Singapore. Consumer-brand finance leadership across DTC, CPG, publishing and creative agencies. Sell-side processes, exit-prep and unit-economics rebuilds for operating brands across the region.
Capital markets and M&A background. Multi-unit specialist — hotel groups, dental and medical DSOs, real-estate operating cos, professional services firms, construction platforms. Leads sell-side processes and roll-up sequencing where unit economics are the deal. RevPAR, same-store and unit-economics rebuilds.
Capex-heavy finance background — joint-venture accounting, royalty modeling, working-capital cycles in commodity downturns. Latin America and North America. Leads resources (oil & gas, mining), consumer (CPG, DTC) and creative agencies in cyclical environments. Specializes in buy-side diligence and distressed-process M&A.
Chartered Accountant and corporate finance specialist. Experience spans London Stock Exchange Group as Nordic controller, XF1 modeling SaaS and renewable energy projects, and Eightx leading strategic finance for CPG clients. Focuses on identifying operational gaps, department-level metric alignment, and custom decision-support modeling.
We work with $5M–$500M operating companies across consumer, operating and resource sectors. Most retainers run 6–24 months. Below $5M revenue, we refer; above $500M, you should hire full-time.
Every retainer is led by a senior partner with named operating experience in your sector — not a generalist. The partner who takes your first call is the partner in your monthly meetings, backed by a team across four offices. Freelance fractional CFOs work alone; we work as a firm.
Those firms run a roster of contractors deployed to whatever client picks up. We run a partnership of named operators with public industry expertise. You see the partner photo, the bio, the actual posts they have written before you sign. Different model, different outcome.
Thirteen: eCommerce, CPG, omnichannel, manufacturing, hospitality, multi-site healthcare, real estate, construction, oil & gas, mining, professional services, publishing and creative agencies. Each sector has a named lead partner.
Yes — and it often does. The fractional partner stabilises the function during a transition, then either shifts to a 90-day interim mandate or hands off to a permanent hire we help you spec and interview.
Engagement depth determines pricing. Typical retainers run $5K–$25K per month depending on company size, complexity and the partner involved. Interim CFO mandates priced separately.
Most retainers begin within 14 days of the working session. Interim CFO mandates can begin within a week if the seat is empty.