Fractional CFO and FP&A Leadership
Senior finance leadership, scalable from analyst through CFO level. Get the full FP&A function your business needs, sized to your stage, at a fraction of the cost of building it in-house.
Finance Leadership That Scales With Your Business
Most fractional firms sell one seat: a CFO splitting time across a portfolio of clients. That model works for some businesses, but real finance work doesn't happen at one level. It requires analysts to build models, managers to run process, directors to set strategy, and a CFO to translate it all into executive decisions.
MyExec delivers the full stack. Engage at any level from analyst through CFO, separately or together, scaled up or down as your needs change. Whether you need a full outsourced FP&A function, senior CFO-level leadership for specific decisions, or a hybrid model that combines both, the engagement is structured around what your business actually requires - not what fits a packaged service tier.
The result is finance leadership that grows with you. As your business scales, the engagement scales. As your needs shift, the team composition shifts. You get the right finance capability at the right level, at every stage of the journey.
Fractional FP&A: Finance That Drives Enterprise Value
Fractional FP&A gives you the full planning, forecasting, reporting, and analysis function that turns financial data into business decisions and drives enterprise value.
We embed within your business, learn how you operate, and build the FP&A infrastructure your leadership team needs to run with confidence.
Every Fractional FP&A engagement is built around the five pillars (below) that separate reactive finance from finance that drives the business forward. Whether we're building your function from the ground up or strengthening specific areas, the framework keeps the work focused on what matters most.
PLANNING AND FORECASTING | REPORTING AND VISIBILITY | ANALYSIS AND DECISION SUPPORT | STRATEGIC ALIGNMENT | UNIT ECONOMICS
How FP&A Engagements Work
Every Fractional FP&A engagement is individually scoped based on your goals, objectives, and the specific challenges your business is facing. Engagements follow a three phase approach:
Discovery and Audit: We start with a discovery conversation to understand where you are, what you're trying to achieve, and what's getting in the way. From there, we conduct a structured audit of your current financial reporting, planning capabilities, and finance function maturity - benchmarked against the five pillars above. The audit produces a written assessment of your current state, a prioritized list of gaps, and a recommended engagement structure.
Plan and Build: Based on what the audit reveals, we propose a focused plan to close the gaps. That might mean building out your operating model from the ground up, layering in monthly forecasting and reporting, developing KPI dashboards, or strengthening specific areas where the function is falling short. We build the infrastructure, then transition into ongoing support.
Ongoing Support, Fully Scalable: Engagements are completely scalable, with no minimum hour requirements or rigid retainer commitments. Flex up during high-activity periods like budget season, board prep, or capital raises. Scale back to baseline coverage afterward. As the business grows and the work evolves, the engagement evolves with it.
Core Fractional FP&A Capabilities
The following is a non-exhaustive list of common examples of the work we deliver in Fractional FP&A engagements.
Financial modeling - three-statement integrated models, operating models, and the foundational financial infrastructure your business runs on
Annual operating plan and budget - built bottom-up with your team, anchored in revenue drivers, cost structure, and capital priorities
Rolling forecasts - monthly or quarterly forecast updates that reflect current performance and forward expectations
Management and board reporting - clean, decision-ready packages that translate the numbers into a story your leadership and board can act on
KPI development and dashboards - the metrics that actually drive your business, surfaced in formats your team will use
Variance analysis - structured comparison of actuals against plan, with the "why" behind the numbers, not just the numbers themselves
Customer and product profitability analysis - clarity on which segments, customers, and offerings are actually driving margin
Capacity and headcount planning - modeling the cost of growth before the hiring decisions get made
Scenario and sensitivity modeling - stress-testing capital decisions, growth plans, and downside scenarios before you commit
Fractional CFO: Strategic Financial Leadership for Growing Businesses
A Fractional CFO gives you strategic finance leadership at the executive level - capital strategy, board work, M&A, the big bets and strategic moments
We partner with you on the decisions that shape the business, and bring the financial judgment your leadership team needs to scale with confidence.
CFO-level strategies and initiatives that move the business forward: capital strategy, board and lender relationships, M&A activity, leadership transitions, and the strategic questions that don't have textbook answers. These are the decisions that determine whether a business breaks through to its next stage or stalls trying.
For businesses that aren't ready for a full-time CFO at $250K-$400K plus benefits, but need real CFO-level leadership where it matters most, the fractional model delivers the seniority, judgment, and outside perspective without the full-time cost or commitment.
How CFO Engagements Work
Every Fractional CFO engagement is individually scoped based on your goals, the moments your business is navigating, and the level of senior leadership you need. Engagements follow a three phase approach:
Discovery and Scoping: We start with a discovery conversation to understand where the business is, where you're trying to go, and the strategic questions in front of you. From there, we propose an engagement scoped to your goals, the level of leadership you need, and the outcomes that will matter most in the first 90 days.
Onboarding Sprint: Over the first 30-90 days, your Fractional CFO embeds with your leadership team and assesses current financial leadership, board readiness, capital structure, and strategic priorities. From there, your CFO starts building new structure where it's missing, strengthening existing capabilities where they fall short, or driving strategic initiatives already in motion.
Ongoing Strategic Partnership, Fully Scalable: After the sprint, the engagement settles into the cadence your business needs to run on. Weekly cash check-ins so you always know where you stand. Monthly leadership reviews that turn numbers into decisions. Quarterly forecast refreshes that keep the plan honest. Full board cycle support so your investors see a disciplined story every meeting. And senior-level engagement on the high-stakes moments - capital raises, M&A, banking, and the strategic decisions where the cost of getting it wrong is highest.
Core Fractional CFO Capabilities
The following is a non-exhaustive list of common examples of the work we deliver in Fractional CFO engagements.
Board and investor reporting - board packages, executive summaries, and the narrative around the numbers that earns confidence from your board, investors, and lenders
Capital strategy and fundraising support - debt and equity strategy, financial modeling for raises, lender package preparation, and direct support through the capital raising process
M&A readiness and execution - financial diligence, quality of earnings support, target evaluation, valuation analysis, and integration planning for buy-side or sell-side activity
Banking and debt structure - lender relationship management, covenant compliance, refinancing strategy, and capital structure optimization
Strategic financial leadership - executive-level judgment on pricing, hiring, expansion, product line decisions, and capital deployment
Inflection-moment leadership - financial leadership during product launches, geographic expansion, acquisitions, leadership transitions, and other moments where the stakes are high
CFO partnership for the CEO - a strategic finance counterpart who can pressure-test your thinking, raise the questions your team isn't asking, and bring the perspective of someone who has sat in the seat before
One Engagement. Every Level of Finance You Need
Most fractional CFO firms sell one seat. We deliver an entire FP&A function.
Most fractional CFO firms operate one way: a single senior practitioner on a fixed retainer, splitting time across multiple clients. The model works for some businesses, but it leaves real gaps. Finance work doesn't happen at one level - it requires analysts to build models, managers to run process, directors to set strategy, and a CFO to translate it all into executive decisions.
MyExec delivers the full stack in one engagement. Engage at any level from analyst through CFO, separately or together, and shift the mix as your needs change. The result is a finance function that fits your business today and grows with you tomorrow, with a single point of accountability across every level of the work.
The model also means you stop paying for capabilities you don't need. If you need heavy modeling and reporting with periodic CFO oversight, that's what you get. If you need senior strategic leadership with light analytical support, that's what you get. The engagement is built around your actual needs, not a packaged tier with hours and deliverables you'll never fully use.
When to Hire Fractional Finance Leadership
Most businesses come to us with a version of the same question: do we need a fractional CFO, fractional FP&A, or something in between? Below are the questions we get most often from CEOs and founders evaluating whether fractional finance leadership is the right fit for their business and stage.
Is Fractional Finance Is Right for Your Business?
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Most businesses bring in a Fractional CFO when the financial stakes start to outpace what founder-led management can handle. Common triggers include preparing for a capital raise, navigating an M&A transaction, building a board, restructuring debt, evaluating major investments, or simply needing a senior strategic counterpart at the executive table. If the next set of decisions you're making feels too consequential to make on instinct, you're at the point where CFO-level leadership starts paying for itself.
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Fractional FP&A becomes valuable when your business has outgrown founder-led financial management and the bookkeeper-driven reporting that worked at an earlier stage. Common triggers include unreliable forecasts, inability to answer leadership questions quickly, a board or lender asking for tighter reporting, slow month-end close, growth that's making decisions harder rather than easier, and a leadership team that wants to run the business on data rather than instinct.
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It depends on what's actually broken or missing. If the gap is strategic - capital decisions, board readiness, M&A, banking relationships - you need a Fractional CFO. If the gap is analytical - planning, forecasting, reporting, KPI development - you need Fractional FP&A. Some clients need both: a CFO leading strategic finance at the executive level, plus an FP&A team running the planning and reporting infrastructure underneath. Our scalable depth model means you can engage either, or both, in a single engagement.
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A controller is focused on accuracy, compliance, and the historical record - clean books, timely close, accurate financial statements, and the systems that keep accounting reliable. A Fractional CFO is focused on capital strategy, forecasting, decisions, and the executive judgment that shapes where the business is going. The two roles complement each other. Strong CFO work depends on accurate controller-level accounting as strong controller work creates the foundation a CFO uses to drive strategy.
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For most businesses between $5M and $50M in revenue, fractional makes more sense. A full-time CFO at $250K-$400K plus benefits is a $400K-$600K annual commitment when you include bonuses. Factional gives you the same caliber of strategic leadership at a fraction of the cost, with the flexibility to scale up or down as needs change. Many of our clients eventually hire a full-time CFO once the business reaches the scale where it's justified - and we help with the transition when that time comes.
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Outsourced accounting handles the day-to-day work of bookkeeping, payroll, AP/AR, and financial statement preparation. Fractional finance leadership operates above that layer - strategic planning, capital decisions, board reporting, financial analysis, and executive-level judgment. The two services don't compete; they work together. We require clean accounting before we engage, and we work alongside your existing accounting team or outsourced provider.
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We focus primarily on businesses between $5M and $50M in revenue - the stage where finance complexity has outgrown founder-led management but doesn't yet justify a full executive finance team. Below $5M, the work is typically bookkeeping and basic financial management, which is better handled by accounting services. Above $50M, businesses often need permanent in-house finance leadership. The band in between is where fractional finance leadership delivers the highest leverage.
How Our Engagements Work
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We don't do bookkeeping or accounting cleanup. Our work depends on having accurate financial data to start from, so if your books aren't current or reliable, that needs to be addressed before we engage. If you don't already have a strong bookkeeper or accounting team in place, we can recommend trusted partners to get the foundation right. Once accounting is stable, we can move quickly.
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Most engagements are designed to be long-term partnerships. Strategic finance work compounds over time. The longer we work with a business, the more we understand its drivers, the sharper our analysis becomes, and the more value we deliver. That said, some engagements are scoped as discrete projects (a capital raise, an M&A transaction, a model rebuild), and some clients eventually transition to full-time in-house finance leadership as their business scales. There are no long-term contracts and no termination fees. Our clients stay because the work continues to drive value.
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Pricing depends on the level of leadership, the scope of work, and the depth of the team. Compared to the $400K-$600K total cost of a full-time CFO and supporting team, fractional delivers the same caliber of leadership at a fraction of the cost and offers the flexibility to scale up or down as needs change.
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The discovery conversation is free. It's a 30-minute call to understand your business, your goals, the strategic questions you're navigating, and where finance leadership could move the business forward. From there, we propose an engagement structure scoped to your needs - including pricing, deliverables, and the team composition - and you decide whether to move forward. No pitch decks, no pressure, no obligation.
We Also Provide Business Valuations
In addition to fractional CFO and FP&A leadership, MyExec delivers business valuations for owners and CEOs navigating exit planning, estate work, partner transactions, M&A, and other moments where you need to know what your business is actually worth.
Our valuations are built to NACVA standards and designed to hold up to lenders, buyers, auditors, and the IRS.