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