EXECUTIVE FINANCIAL LEADERSHIP

Focused attention.
Hands-on support.
More capacity to grow.

Put experienced financial leadership to work on the priorities that will move your business forward.

When financial priorities get the attention they need, you have more room to lead and grow. We work alongside you to evaluate opportunities, address cash and profitability challenges, and follow through on the decisions that matter. Choose the building blocks your business needs, and we’ll bring the focus and hands-on support to turn those priorities into progress.

Discuss your CFO needs

FRACTIONAL MEANS FLEXIBLE

Build Your Ideal CFO

Explain this

Select the blocks you’d like help with.

Prefer to talk? Schedule a conversation ↗

FRACTIONAL DOESN’T MEAN ONE-SIZE-FITS-ALL

Define the responsibility.
Then put leadership to work.

You may need help with cash and banking today, or someone to lead the entire finance function. We shape the engagement around the work your business needs.

Discuss your leadership needs
  1. Identify the pressure points.

    Talk through the decisions, responsibilities, and gaps taking your attention.

  2. Agree on the right blocks.

    Define deliverables, ownership, and how we coordinate with your existing team and specialists.

  3. Build a working rhythm.

    Set priorities, review progress, and keep financial leadership connected to day-to-day decisions.

FRACTIONAL MEANS FLEXIBLE

Expand your Capacity
with the right financial support.

Plan your next move. Solve a cash challenge. Evaluate an opportunity. Bring accountability to execution. These are all part of a CFO’s role. Tell us the areas you need support and shape our involvement around your priorities.

Illuminated milestones marking a route
01 / PLAN

Planning & FP&A

Know where you’re going.

Turn your goals into a financial direction, then keep the outlook current.

What this can include
  • Annual budget
  • Rolling forecasts
  • Cash forecasting
  • Scenario modeling
  • KPI development and dashboards
  • Variance analysis
  • Unit economics
Explore FP&A ↗
Financial reports and charts on a desktop monitor
02 / REPORT

Accounting & Reporting

Know where you stand.

Build confidence in your numbers and the process behind them.

What this can include
  • Month-end close oversight
  • Financial statements
  • Chart of accounts
  • Accounting policies
  • Reconciliations
  • Audit-ready reporting
  • Accounting team and vendor oversight
Currency sheets moving through a printing press
03 / CASH

Treasury & Banking

Protect your liquidity.

Stay ahead of cash needs and manage the relationships that fund the business.

What this can include
  • Cash management
  • 13-week cash forecast
  • Banking relationships
  • Credit facilities
  • Debt management
  • Covenant reporting
  • Payment controls
  • Working capital
Blocks labeled rules, policies, standards, compliance, and regulations
04 / PROTECT

Risk & Compliance

Protect the business.

Put practical controls and clear responsibilities around financial risk.

What this can include
  • Insurance program
  • Business licenses
  • Financial and internal controls
  • Travel and expense policies
  • Purchasing and approval policies
  • Corporate compliance calendar
  • Document retention
  • Coordination with legal, tax, and HR specialists
Colleagues developing a plan around a table of colorful notes
05 / PEOPLE

Workforce Finance

Plan and manage your largest investment.

Connect your workforce decisions to capacity, performance, and cost.

What this can include
  • Headcount planning
  • Compensation modeling
  • Bonus and incentive plans
  • Payroll oversight
  • Benefits cost analysis
  • Labor utilization
  • Workforce scenarios
Chess pieces arranged on a sunlit board
06 / DECIDE

Strategic Finance

Make better business decisions.

Understand the financial tradeoffs before you commit time and resources.

What this can include
  • Pricing
  • Profitability
  • Make-versus-buy decisions
  • Expansion decisions
  • New products and locations
  • Capital allocation
  • Business cases
  • ROI analysis
  • Leadership decision support
Two business partners discussing plans in a cafe
07 / GROW

Capital & Transactions

Fund and execute what’s next.

Prepare for financing, acquisitions, and the next stage of your business.

What this can include
  • Financing strategy
  • Lender and investor materials
  • Capital raises
  • Acquisitions
  • Due diligence
  • Valuation support
  • Transaction modeling
  • Integration planning
Colleagues reviewing reports around a meeting table
08 / LEAD

Finance Leadership

Put a finance executive at the table.

Bring financial perspective, coordination, and accountability to leadership.

What this can include
  • Manage the accounting and finance function
  • Leadership-team participation
  • Board and investor reporting
  • Financial calendar
  • Goal accountability
  • Cross-functional coordination
  • CEO partnership

We agree on responsibilities, deliverables, and the level of involvement for each block together.

Build your combination

THREE LEVELS OF CFO LEADERSHIP

The involvement
your company needs.

Built for PE portfolio companies, family office owned operating companies, and founder-led businesses—typically established companies around $10M–$100M in revenue. Complexity and leadership needs matter more than a strict revenue cutoff.

REGULAR CFO GUIDANCE

Engage

Starting at $6,000/month

A recurring CFO perspective for a CEO and finance lead who need direction on financial priorities and significant decisions.

  • Recurring CEO and finance-lead sessions
  • Review of reporting, forecasts, and cash priorities
  • Guidance on banking, capital, and significant decisions
  • Direction for the existing finance team

CORE ACTIVE LEADERSHIP

Advance

Starting at $10,000/month

For a portfolio company with accounting staff and no full-time CFO: active financial leadership with ownership of the planning and reporting cadence.

  • Weekly CEO and leadership involvement
  • Ownership of the budget, rolling forecast, and KPI cadence
  • Finance-team oversight and financial decision support
  • Cash and lender management
  • Board, sponsor, or family office reporting

EMBEDDED CFO LEADERSHIP

Integrate

Starting at $18,000/month

Direct leadership of the finance function when the company needs a CFO more deeply involved in execution and executive decisions.

  • Direct leadership of the finance function
  • Deeper executive and board participation
  • Hands-on oversight through growth, a CFO transition, restructuring, or acquisition integration

FRACTIONAL CFO FAQ

A few questions.
Clear answers.

How the right level of financial leadership fits your business.

What is unique about Finstravi CFOs?

Our CFOs are backed by our FP&A team. When you hire a Finstravi CFO, you get more than one person: you gain financial leadership supported by the planning, modeling, forecasting, and analysis needed to move your priorities forward.

That team support gives your CFO more capacity to focus on decisions and execution, with people behind them doing the analytical work. We shape that support around your priorities so your investment delivers more capability and your dollars go further.

Does a fractional CFO always cost less?

Not necessarily. A Finstravi engagement may cost as much as a full-time CFO. The value is in what your business gets for that investment: experienced leadership backed by an FP&A team, with more capacity to analyze, plan, and move work forward.

You can also reduce CFO costs by focusing your CFO on CFO-level responsibilities—strategy, capital, financial decisions, and leadership—and having operational finance professionals handle reporting, reconciliations, and other day-to-day work. The right mix of people can move the work faster and reduce the amount of executive time you need.

We build the engagement around the work and the people needed to deliver it. The goal is to get more from your finance investment, whether that means a lower cost or greater capability at a comparable cost.

Do I need every CFO building block?

No. Choose the areas where your business needs support, from planning and cash management to growth and finance leadership. Together, we define the responsibilities, deliverables, and level of involvement for your combination.

Explore the eight building blocks

Can you work with our existing finance team?

Yes. We work alongside your controller, accounting staff, and other specialists. We agree who owns each responsibility and where additional support is needed, so financial leadership connects to the work already happening in your business.

How do we decide the level of involvement?

Start with the decisions, challenges, and gaps taking your attention. We then agree on the CFO responsibilities, deliverables, and working rhythm that fit your priorities. Scope and price depend on complexity, reporting needs, and the level of leadership involved.

Compare engagement levels

FOR SPONSORS AND OWNERSHIP GROUPS

Connect operating performance
to ownership decisions.

PE sponsors and family offices need a clear view of the operating company and a finance leader who can turn that view into action. Depending on the agreed scope, Finstravi can take responsibility for:

Reporting you can use.

Portfolio reporting, board materials, and a consistent forecast and KPI cadence that connect results to the operating plan.

Cash and capital visibility.

Cash visibility, lender covenant monitoring, and analysis that informs capital allocation across competing business priorities.

A stronger finance function.

Acquisition integration and finance-team development, with clear responsibilities and reporting processes that support the next stage of the business.

PUT FINANCIAL LEADERSHIP AT THE TABLE

What does your business need next?

Let’s identify the CFO responsibilities that would make the biggest difference.

Let’s build your CFO function
Text us

FINSTRAVI

Let’s start a conversation.

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