Developing Agile Financial Strategies in Uncertain Economic Climates
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Economic swings, global tensions, supply chain hiccups, and shifting customer needs riddle today’s fast-changing economy. For CFOs, this uncertainty can feel like navigating through a storm. Traditional financial planning methods, which rely on fixed yearly budgets, often fall short in these situations. Instead, CFOs need financial strategies that are flexible,…Read More

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Developing Soft Skills and Decoding VC-Speak – A Guide for First-Time CEOs and CFOs of Venture-Backed Companies
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As a Fractional CFO for multiple venture-backed companies (typically three at a time), I am often asked where I spend most of my time. Although my duties and contributions vary, the answer is: (i) fundraising; both debt and equity, (ii) investor relations, and (iii) planning; both strategic and operating plans….Read More

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Enhancing Corporate Success through Cross-Functional Collaboration: The CFO’s Guide
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In the current business environment, the democratization of information driven by technological advances has highlighted the importance of cross-functional collaboration.  This type of collaboration — one that involves various department teams working together toward a common goal — is critical because it breaks down organizational silos, ensuring that all departments…Read More

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Inheriting a Team in Crisis and Rebuilding It : Lessons in Leadership
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As an interim CFO, I have often faced challenging client situations, among them inheriting a finance team “in crisis.” Sometimes these underperforming team “ecosystems” are the result of: Teams managed by less-than-ideal functional area leaders from prior poor hiring decisions Teams were not provided the overall vision for the company/department,…Read More

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