About Me
As Co-Founder of GreenEdge CFO, I serve as a strategic partner to growth-stage companies—combining the financial oversight of a CFO, the operational leadership of a COO, and the capital access expertise of a funding strategist. I help businesses scale profitably, operate efficiently, and secure the funding they need to grow.
Key Responsibilities:
Fractional CFO
~Deliver strategic financial oversight, budgeting, and forecasting
~Create real-time dashboards and KPIs for visibility and accountability
~Conduct margin analysis, cost optimization, and scenario modeling
~Prepare clients for investor/lender conversations and capital raises
~Drive long-term financial planning aligned with growth goals
Fractional COO
~Redesign org structures and implement accountability systems
~Develop and document SOPs for scalability
~Align teams around measurable goals and operating rhythms
~Lead process improvement initiatives to reduce inefficiencies
~Guide hiring, onboarding, and performance infrastructure
Capital Strategist
~Advise on debt and alternative financing strategies for growth
~Package financials and position clients for successful underwriting
~Leverage a vetted lender and investor network for fast approvals
~Secure term loans, lines of credit, working capital, and equipment financing
~Align funding solutions with business stage, cash flow, and long-term plans
Notable Achievements:
~Helped multiple clients increase profit margins by 18%–22% in under 6 months
~Secured over $100B in financing for client expansion initiatives
~Built scalable infrastructure that enabled founders to step out of daily ops
~Supported companies through successful capital raises and acquisitions
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