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Bob Smith
Fractional CFO

I take companies from financial uncertainty to confident, investor-ready growth.
Count on me to deliver the clarity and controls growing companies need to navigate change and scale successfully.
When your numbers aren't clear, your growth slows. I bring 25+ years of CFO experience to give you investor-ready systems, financial clarity, and the processes to scale.
Types of companies that often hire me:
Seed, Series A, & Series B | SMEs & Family Owned-Businesses | Companies needing interim financial management
How I create the Most Financial Impact
Raise capital with confidence
- Develop fundraising plans and capital strategies
- Engage with investors and manage relationships
- Lead due diligence and financial modeling
Forecast with accuracy and improve liquidity
- Design budgets, forecasts and rolling financial models
- Align compensation plans with growth-stage goals
- Reduce cash burn and improve working capital
Lead teams through financial transition
- Set up dashboards and KPIs across departments
- Support M&A integration or leadership succession
- Train and mentor internal teams
Protect the business with strong financial controls
- Create internal controls and governance systems
- Ensure GAAP compliance and audit preparedness
- Lead regulatory alignment across jurisdictions
Why Executives Trust Me
Trusted voice in the room
I’ve briefed boards, managed investor relations, and handled CFO transitions with clarity and composure.
Good communication
Results under pressure
I’ve stabilized financials during M&A, investment rounds, and leadership exits. Nothing rattles me.
Analytical thinking
No guesswork
My dashboards, foecasts, and reports help CEOs make fast, informed decisions. I believe in full transparency.
Self confidence
I bring clarity to high-stakes conversations – whether it’s with investors, board members, or internal teams.
How I think
Results you can expect
Grew revenue 25% through financial strategies
Integrated three acquistions
Reduced monthly close times by 40%
Boosted shareholder value by 15%
My Experience
+25 years in Finance across a broad range of companies and industries. Extensive mergers and acquisitions experience.
Roles
- CFO
- SVP Finance
- Chief Operating Officer
- Controller
- Director of Finance
Industries
- Manufacturing
- Distribution
- Energy
- Supply chain/reverse logistics
- Healthcare technology
- Billing software
- Telecom/mobile phones
- Cable
Licenses
- Certified Public Accountant
- Masters in Business Administration
- Securities licenses (Series 7, Series 63)
I've worked for these companies
Engagement Options
Ongoing
Cash Flow Management
When profitability’s tight or growth is straining cash flow, I’ll fix your financial plumbing.
What I’ll deliver: Improved working capital, better treasury visiblity, faster cash conversion cycles.
Cost Structure: Flat fee per week
Billing: Every 2 Weeks
Minimum Length: TBD
Prepare for Investment
Project based
Raise capital with confidence.
From investor decks to financial models, I’ll help you land the next round and structure it for long-term health.
Cost Structure: Project-based
Billing: Milestone-based
Interim Financial Team Management
Transitional
When your finance team’s in flux, I step in and steady the wheel.
Keep reporting, payroll, and forecasting running smoothly while you recruit your next leader.
Cost Structure: Flat fee per week
Billing: Every 2 Weeks
Minimum Length: TBD
Growth, clarity, and capital readiness.
Let's make it happen.