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Fractional Chief Financial Officer Services

As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.

young female business professional who is considering fractional coo and cfo services from Optima Office
  • At Optima Office, we believe in the power of strategic financial leadership.

  • Our experienced fractional Chief Financial Officers (CFOs) offer comprehensive oversight of your accounting team, eliminating the need for a full-time, in-house CFO and the associated high costs.

  • With a blend of experience and dedication, our fractional CFOs are primed to enhance your business value.

 

 

 

Key Responsibilities & Services of Our Fractional CFOs

  • Implementing and supervising internal controls.
  • Managing projects with significant financial implications.
  • Cultivating relationships with external financing sources.
  • Steering major strategic objectives.
  • Serving as a crucial advisor to company management.
  • Analyzing financial statements for actionable insights.

 

Why Optima's Fractional CFO Services?

Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:

  • Effective management of cash flow and overhead expenses.
  • Establishment of credit policies for customers.
  • Negotiate favorable payment terms with key vendors.
  • Continuous evaluation and tracking of key performance indicators (KPIs) propelling your business forward.

How We Help You

Here's our simple process to get started with our Fractional CFO Services:

  • Schedule a Consultation: We'll discuss your financial challenges and goals. 
  • Customized Financial Strategy: Your CFO will craft and implement a plan based on your specific needs.
  • Ongoing Financial Leadership: Receive ongoing financial oversight, reporting, and strategic advice. 

Contact Us Today
Steve Mariucci, ISLE

ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner. 

Steve Mariucci

ISLE

Fractional CFO Guide

Meet Your Next Fractional CFO

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Chad Putnam

Optima Executive Vice President & Consulting CFO

Chad has over 25 years of finance and accounting experience working for venture-backed, publicly traded, and professional service companies in the life sciences, technology, and consulting industries. Prior to joining Optima, Chad provided consulting services to Eiger Biopharmaceuticals, a publicly traded and commercial-stage company focused on the development of therapies to treat rare diseases and at RSM LLP, where he led the firm’s West Region Finance & Accounting Outsourcing practice. From 2010 to 2018, he served as the CFO for Access Scientific and Evofem as well as provided CFO services to clients on a fractional basis. Before this, he held various positions of increasing responsibility, including Vice President of Finance at PatientSafe Solutions, a venture-backed healthcare information technology company. Chad started his career in the audit practice of Ernst & Young LLP. His experience includes venture capital financing, financial planning and analysis, cash flow management, strategic modeling, process improvement, and system implementations.

 Chad received a Bachelor of Arts degree in Accounting from the University of San Diego and is a Certified Public Accountant (inactive).

Chad.Putnam@optimaoffice.com LinkedIn

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