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Financial Management

Financial Management2024-12-12T16:23:35+00:00

Fractional financial management on-demand to execute company vision.

Our US-based Resident fractional financial management operators are dedicated professionals specializing in maintaining the financial health of businesses of all sizes. With a diverse range of skills and experience, they provide tailored financial solutions that address the unique needs of each organization. By integrating key financial strategies, our experts empower companies to achieve sustainable growth and operational efficiency.

Fractionals fit to scale.

Our Residents range in experience to fit your company needs across strategy and tactical execution so that the fractionals on your team can be easily deployed and scaled up or down as your business needs evolve.

Entry-level

Managers

Executives

Futures Modeling2024-12-09T18:35:02+00:00

Developing models to project future financial scenarios and guide strategic initiatives.

Pro-Forma Financial Statements2024-12-09T18:34:41+00:00

Creating forward-looking financial statements to support planning and investment decisions.

Sales and Use Tax Compliance2024-12-09T18:34:21+00:00

Navigating the complexities of sales and use tax regulations for full compliance.

Disbursements and Invoicing2024-12-09T18:33:58+00:00

Handling routine disbursements and invoicing procedures accurately and efficiently.

Control Assets and Liabilities2024-12-09T18:33:43+00:00

Monitoring and managing assets and liabilities to safeguard company financials.

Prepare and Liaison with Auditors2024-12-09T18:33:23+00:00

Facilitating smooth audits by preparing necessary documentation and coordinating with external auditors.

GAAP Technical Assessments for Compliance2024-12-09T18:33:03+00:00

Ensuring adherence to Generally Accepted Accounting Principles for regulatory compliance.

Opening Balance Sheet OBS/Valuations2024-12-09T18:32:41+00:00

Preparing opening balance sheets and conducting valuations to assess company worth.

Post-Close P&L and Controllership2024-12-09T18:32:20+00:00

Assisting with post-close analysis and maintaining control over financial reporting.

Fund Administration and Reporting2024-12-09T18:31:54+00:00

Managing fund-related financial activities and providing accurate reporting.

Financial and Operational Reporting2024-12-09T18:31:32+00:00

Delivering insightful reports that enhance transparency and aid in strategic planning.

CPA Accounting2024-12-09T18:31:13+00:00

Providing expert accounting services to maintain compliance and financial accuracy.

Traction/EOS Operating Systems2024-12-09T18:30:56+00:00

Implementing efficient operating systems for enhanced business processes and team alignment.

P&L Management2024-12-09T18:30:33+00:00

Overseeing profit and loss statements to ensure optimal financial performance.

KPI/OKR Implementation2024-12-09T18:30:09+00:00

Establishing key performance indicators and objectives to drive accountability and measure success.

Revenue Architecture and Forecasting2024-12-09T18:29:49+00:00

Developing robust revenue models and projections to guide strategic decision-making.

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