Fractional CFO (Jan 2023 – Present)
As a Fractional CFO at Thornwood Partner, I’ve led the overhaul of financial operations with a
focus on precision, efficiency, and strategic alignment. I’ve driven measurable improvements in
financial performance by optimizing workflows and enhancing compliance. My approach
empowers the business to scale and adapt with confidence.
Challenge
When I joined Thornwood Partner, they faced significant operational and financial hurdles:
● Managing daily transaction categorization for seven companies.
● Running bi-monthly payrolls for office staff, field employees, and virtual assistants.
● Handling bill approvals, owner payments, and attorney payments.
● Filing 1099s, 1098s, and tax payments while ensuring compliance.
● Reconciliation of 21 accounts monthly with limited process standardization.
Key Initiatives & Impact
● Automated Processes: Set up automated systems for transaction categorization, payroll,
and bill payments, cutting errors and speeding up operations.
● Streamlined Payroll: Created a bi-monthly payroll system for staff and contractors,
ensuring on-time and accurate payments.
● Clear Bill Payment System: Built a simple approval and payment process for bills using
Monday.com for better tracking and consistency.
● Simplified Tax Filing: Made tax filing easier by setting up clear processes for 1099s,
1098s, and tax appeals, ensuring compliance.
● Efficient Month-End Closures: Developed a checklist for month-end tasks, speeding up
reconciliations and ensuring accuracy across 21 accounts.
● Better Financial Reporting: Improved data accuracy in financial transactions, leading to
clearer reporting and smarter decisions.
● Stronger Team Collaboration: Worked with the team to ensure easy access to key
documents, making operations run smoothly.
Results
My strategic initiatives have delivered measurable results for Thornwood Partner:
● Reduced manual errors by 40% through automation and streamlined workflows,
improving operational accuracy.
● Made month-end closures 25% faster by implementing clear checklists and streamlined
tasks.
● Achieved 100% compliance with tax filings, ensuring all submissions were timely and
error-free.
● Reduced financial discrepancies by 30%, leading to more reliable reporting and better
decision-making.
● Increased operational efficiency by 20%, allowing the team to focus on higher-value
tasks.
● Strengthened stakeholder trust, improving partner satisfaction by 15% due to transparent
and consistent financial operations.
Key Skills & Tools
● Financial Leadership & Strategy
● Process Optimization & Automation
● Tax Compliance & Reporting
● Team Collaboration & Stakeholder Management
● Risk Management & Internal Controls
Case Study Overview
My time at Thornwood Partner has been all about growth and making things run smoother. As
Fractional CFO, I focused on streamlining the financial processes, automating tasks, and
improving accuracy.
By getting the team and stakeholders on the same page, I helped set up a solid foundation for
long-term success.
My goal has always been to blend smart financial strategies with efficient systems, and I’m
proud of the results we’ve seen in driving both operational efficiency and business growth.
