Teams at FinanceWithin

Serve as fractional Client CFO for multiple DTC/CPG brands, leading FP&A, forecasting, 1/3/5-year financial models, investor and board reporting, fundraising and M&A support. Build KPI dashboards, improve workflows through automation and AI, and manage client financial relationships and reporting integrity.

Serve as a fractional Client CFO for 2-3 distressed DTC/CPG clients, leading cash management, 13-week forecasts, restructuring strategy, creditor negotiations, FP&A, and playbook development. Build models, KPI dashboards, oversee accounting integrity, and support recapitalizations, workouts, and board/investor communications under high pressure.

Source and qualify founder and CEO relationships for a finance services firm; manage channel partnerships and event presence; run deal mechanics, NDAs, information requests, and data rooms; keep pipeline current and build repeatable origination systems using human-led, AI-driven tools.