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.
Greg is a Consulting CFO for Optima Office and Greg currently directs operational and finance functions for clients. He has public and private company finance experience in Fortune 500 and emerging growth companies. His broad industry experience ranges from technology and software to footwear and life sciences. He has functional expertise in financing, operations, intellectual property licensing, strategic planning, contracts, supply and demand planning, and risk management. He holds a BA in International Relations from Pomona College and an MBA from Harvard University.
At NeoPoint, Inc., Greg was a founder, and CFO for this designer of one of the world’s first smartphones employing 240 people in San Diego, San Jose, and Seoul. At NeoPoint he orchestrated $50+ million in equity funding through 3 private financing rounds with strategic and financial investors, including Siemens and LGE.
As the Director of Finance, Subscriber Products Division, of Qualcomm, Incorporated, Greg was the senior divisional finance executive supporting Qualcomm’s nascent handset business, which grew from a $10 million revenue base to over $1 billion during his tenure.
Greg’s previous engagements included roles such as supervising accounting and financial operations, strategic and financial advisory, fractional, and full-time CFO, COO, CFO, and EVP of Operations and Strategic Initiatives for several companies.
Decker’s Brands (NYSE: DECK), Mikroscan Technologies Inc., New Blue Inc., Halo BI, UI Magic Inc., Ridge Diagnostics, Wireless InfoTech (NYSE: VIT), Shoes for Crews, Concerto Network Inc., Viking Systems Inc (OTC: VKNG)
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