Finance

Financial Leadership Without the Full-Time Commitment

Your company has outgrown QuickBooks and a part-time bookkeeper, but you’re not ready—or don’t need—a full-time CFO. Our fractional finance leaders bring the expertise of executives who’ve scaled companies from seed to IPO, available on your terms.

What We Do

Financial Strategy & Planning

• Develop and maintain financial models and forecasts
• Create KPI dashboards and reporting frameworks
• Build budgeting and cash flow management processes
• Establish financial controls and compliance procedures

Financial Operations

• Oversee accounting function and month-end close
• Manage relationships with auditors and tax advisors
• Implement financial systems and tools
• Build and mentor finance teams

Investor Relations & Board Management

• Prepare board materials and presentations
• Manage investor communications and updates
• Support cap table management
• Navigate complex financing structures

Transaction Support

• Prepare data rooms and investor materials
• Model scenarios and valuation frameworks
• Support due diligence processes
• Financial restructuring and optimization

Ideal For Companies That

• Need sophisticated financial modeling and forecasting
• Want to professionalize their finance function
• Are preparing for due diligence or an exit
• Need board-level financial leadership
• Require interim CFO coverage during transitions

The Strategic Factor Difference

Our fractional finance leaders aren’t career consultants—they’re operators who have held full-time CFO roles at high-growth companies. They’ve built finance teams, navigated complex transactions, and managed the complexity of scaling a financial services company.

When you work with a Strategic Factor finance leader, you get:

• Hands-on execution, not just advice
• Access to our network of auditors, banks, and service providers
• Flexible engagement that scales with your needs
• Industry expertise in FinTech and financial services