New York

Fractional CFO for New York businesses

New York companies operate close to capital — sponsors, lenders, and boards who expect institutional standards from a finance function long before it's institutional in size.

I work as a fractional CFO to New York media, advertising, consumer, and PE-backed businesses: building the reporting, controls, and transaction readiness that stand up to a diligence process. Engagements are remote, on Eastern hours.

Who I work with in New York

Media, advertising & publishing: Content, ad-tech, and digital publishing businesses with complex revenue recognition.
PE-backed platforms: Sponsor-owned companies needing board-grade reporting, covenant discipline, and add-on execution.
Consumer & e-commerce: Commerce, merchandising, and retail operations managing inventory and working capital.
Companies in a process: Businesses preparing to raise, sell, or acquire — and needing a finance function that survives diligence.

Banker rigor, operator judgment

A Citigroup-trained investment banker turned operator, I've led institutional buy-side and sell-side processes, structured debt and equity raises, and built the financial infrastructure behind successful fundraising and exits.

At Amazon I led $1B+ in acquisitions across digital content, consumer internet, and devices. As an operator I've owned $200M+ revenue P&Ls and built finance teams from scratch.

How I help

M&A advisory: Sourcing, valuation, diligence, structuring, definitive agreements, and post-close integration.
Debt & equity raises: Dual-track processes, credit underwriting, and covenant structuring — through to closed capital.
Controls & close: Audit-ready internal controls, multi-entity structuring, and a close process investors trust.
Board & sponsor reporting: Board packages and commentary written for investors, sponsors, and C-level leadership.

Remote, and available where you are

Engagements run remotely with a cadence set to your team's calendar. Alongside New York, I work with companies in Los Angeles and San Francisco.

Let's build the finance function your business needs to scale.

Whether you're preparing to raise capital, evaluating a transaction, or scaling the business — let's talk.

Get in touch

New to the model? Read the fractional CFO guide.