Chief Financial Officer

As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises between $1M-$10M in revenue, this can signal the need for a Chief Financial Officer.

Fractional Chief Financial Officer Services

A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many small and midsized enterprises may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.

Key Responsibilities & Services of Our Fractional CFOs

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:

How to Get Started

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.

Meet Your Next Fractional CFO

Taylor A. Gibson

Chief Operating Officer & Consulting CFO

Daniela (Dana) Sarbulescu

Vice President of Accounting

Chad Putnam

Executive Vice President & Consulting CFO

Ronald Cenko

Consulting CFO

Cabell Cobbs

Consulting CFO

Cory Cunningham

Consulting CFO

Gregory M. Decker

Consulting CFO

Gustavo F. Lanatta, MBA

Consulting CFO

Ute Pelzer

Consulting CFO

Emmanuel Poulain

Consulting CFO

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