Under the Numbers
Driving value through data, best practices and transformation
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Under the Numbers - Fractional finance and operations

Fractional CFO

& COO Services

Finance and operations expertise and support to unlock your company’s full potential

With over 20 years of experience in finance and operations for growing companies, I provide fractional support tailored to your individualized needs. From financial planning to operational streamlining, I can help ensure your business is positioned for sustainable success.

 

Offerings

FRACTIONAL CFO/FP&A

  • Financial forecasting, modeling and scenario planning to support data-driven decisions

  • Budgeting, flexible budgeting, and cash flow management to maintain financial health

  • Actuals vs budget analysis and commentary explaining variances

  • Profitability analysis to identify growth opportunities, by channel or line of business

  • Gross margin deep dive to identify improvement opportunities

spreadsheet design

  • Custom spreadsheet creation tailored to your requirements

  • Training for teams on best practices for using and maintaining spreadsheets

FRACTIONAL coo/Operations

  • Streamlining daily operations to improve scalability and efficiency

  • Managing cross-functional projects, including new systems implementations

  • Fulfillment process optimization, including 3PL vetting and contract negotiation

  • Inventory planning and optimization to ensure the right stock levels to meet demand

  • Identifying and leading cost-savings initiatives through process improvement

accounting & bookkeeping

  • Setting up accounting teams and processes

  • Migrating to new accounting systems

  • Advising on best practices for full-cycle bookkeeping

consumer product expertise

Most of my career has been in consumer products: apparel, toys, furniture, produced both domestically and overseas. I hold a wealth of general knowledge that I’m happy to share when we work together.

REPORTING & ANALYTICS

  • Report review and improvement to align with company KPI’s and ensure usefulness

  • KPI dashboard creation to provide actual insights and track progress

  • Automated distribution of key metrics to key stakeholders so they can act quickly

  • Financial and operational performance analysis to identify key trends and opportunities

 
 
 
 

Let's Chat.

Whether you’re looking for financial guidance, operational efficiency, or both, I’d love to discuss how I can help. You can expect to hear back from me within 2 business days.