The Challenge | Finance
When growth outpaces financial resources
As companies scale or prepare for a significant transaction, finance often lags behind momentum. Forecasts drift from reality, reporting is inconsistent across systems, and leaders may lose confidence in the numbers exactly when management, boards and investors need confidence.
Common patterns we see:
- Runway and unit economics aren’t trusted (or even defined consistently).
- Revenue quality (pricing, collections, churn, ARR/NRR) is unclear.
- Control environment can’t keep pace – close cycles slip, audits get noisy.
- Management, Board and investor readiness is reactive: KPIs change from meeting to meeting, diligence turns into a fire drill.
Without strategic financial leadership, teams make decisions in the dark, slowing growth, weakening negotiating leverage, and increasing execution risk.
What We Deliver
Interim and Fractional CFO Leadership
Senior finance leaders who stabilize the function during transition, owning close, cash, and cadence while aligning leadership on priorities and performance.
FP&A and Operating Model
Driver-based projections and scenario planning that tie unit economics to hiring, GTM, and capacity so the plan and the Financials finally match.
Reporting and Control Environment
Fast, accurate, auditable numbers: close acceleration, KPI definitions, revenue recognition, billing and collections, and the dashboards boards actually use.
Transaction and Capital Readiness
Investor-grade models and materials, KPI hygiene, data room prep, and diligence support for financing, M&A, or strategic partnerships.
The SIZE Difference
Interim-First Leadership
We place proven interim and fractional CFOs who deliver results immediately, then use that lived context to inform the smartest full-time hire, if and when it’s needed.
Advisor-Backed Execution
Every engagement is guided by seasoned operators who have seen hundreds of scale journeys, bringing pattern recognition, discipline, and speed.
Scalable Finance Foundations
We build the systems, teams, and financial strategies that support the business, creating lasting stability during and beyond the growth phases.