departments · finance

the team that counts.
fp&a, accounting, treasury.

embedded finance capability — fractional where it helps, full desk when velocity demands it.

routing
all departments →
cta
hire from whitelabel →

← all departments

capabilities

  • fp&a modeling

    runway, hires, sensitivity tables you can defend in live board conversation.

  • monthly close

    rituals with owners, reconciliations documented — slips exceptional not habitual.

  • cash & treasury

    forecasting reflecting collections reality plus covenant watch templates.

  • revenue recognition

    hygiene for blended usage + subscription portfolios without surprise restate risk.

  • board packs

    narratives that causally tie burn, hires, bookings — minimalist slide discipline.

  • audit & tax

    prep flows that tame fire drills — clear paper trails auditors like.

  • unit economics

    marginal cost views per segment powering pricing and quota decisions.

  • payroll oversight

    multi-entity setups, fringe compliance, anomalies surfaced early.

  • investor readiness

    datas rooms, diligence loops, scenario toggles staged like product releases.

margin bridge

  • drivers reconciled weekly not quarter-end archaeology
  • bridge walks leadership through variance

case examples

  • model mismatch

    rebuilt cohort revenue model — finally matched cash and recognized revenue.

  • close slips

    close calendar with owners — slips moved from habitual to exceptional.

  • burn clarity

    unified contractor spend visibility — runway extended two months purely from visibility.

  • board-ready

    replaced eighty-slide chaos with twelve-slide causal narrative — approvals sped.

notable hires from whitelabel

  • amelia roth

    director fp&a · forecasting rebuild

  • noah park

    controller · close modernization

  • clara santos

    tax manager · nexus playbook

  • mira fulton

    strategic finance · board narrative

  • ben jaffe

    treasury ops · thirteen-week cadence

staff this bench from whitelabel

fractional CFO overlays, disciplined controllers, and scenario partners who thrive in investor-grade scrutiny.