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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 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. 

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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

Fractional Chief Financial Officer Guide

Meet Your Next Fractional CFO

 Headshot

Cory Cunningham

Consulting CFO
Cory is an engaged, driven leader with diverse experience in leading corporate operations and finance.  He has led companies and projects in real estate, construction, manufacturing, energy, water, aviation, and government industries. He combines seasoned military leadership with astute financial and engineering knowledge to build high-performance teams to execute company growth and change.  Cory has led teams of up to 6000 people and managed annual budgets of over $100MM, meticulously executing while building teams through inclusion, community, and maximizing the individual potential of team members. He graduated from Oregon State University (BS) and UCLA (MBA) and excelled to the rank of Colonel in the US Marine Corps before committing to enabling client companies. He has been recognized as a Top Influential in the San Diego Defense Industry, is a combat decorated pilot, a community leader on multiple boards, and holds a Top-Secret Sensitive Compartmented Information Clearance (TS-SCI).

Education: 
University of California, Los Angeles – MBA, Finance and Real Estate
Oregon State University – BS, Construction Engineering and Management

We believe that behind every successful
business is an “Optimal” Accounting, HR, and Operations team.

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