departments · finance
the team that counts.
fp&a, accounting, treasury.
embedded finance capability — fractional where it helps, full desk when velocity demands it.
capabilities
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fp&a modeling
runway, hires, sensitivity tables you can defend in live board conversation.
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monthly close
rituals with owners, reconciliations documented — slips exceptional not habitual.
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cash & treasury
forecasting reflecting collections reality plus covenant watch templates.
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revenue recognition
hygiene for blended usage + subscription portfolios without surprise restate risk.
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board packs
narratives that causally tie burn, hires, bookings — minimalist slide discipline.
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audit & tax
prep flows that tame fire drills — clear paper trails auditors like.
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unit economics
marginal cost views per segment powering pricing and quota decisions.
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payroll oversight
multi-entity setups, fringe compliance, anomalies surfaced early.
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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
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model mismatch
rebuilt cohort revenue model — finally matched cash and recognized revenue.
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close slips
close calendar with owners — slips moved from habitual to exceptional.
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burn clarity
unified contractor spend visibility — runway extended two months purely from visibility.
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board-ready
replaced eighty-slide chaos with twelve-slide causal narrative — approvals sped.
notable hires from whitelabel
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amelia roth
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noah park
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clara santos
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mira fulton
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ben jaffe
staff this bench from whitelabel
fractional CFO overlays, disciplined controllers, and scenario partners who thrive in investor-grade scrutiny.