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Tag: Financial Forecasting

The Role of a Fractional CFO in Driving Business Growth

As small and medium-sized businesses evolve, they often face complex financial challenges that can hinder growth—ranging from managing cash flow and scaling operations to preparing for fundraising or strategic expansion. While hiring a full-time CFO might be impractical or premature, a fractional CFO offers an ideal middle ground, delivering seasoned financial leadership on a flexible basis. These professionals bring deep expertise across strategic planning, capital raising, risk management, and financial systems—all at a fraction of the cost. By providing clear, objective guidance and strengthening communication among stakeholders, a fractional CFO helps businesses navigate change, seize opportunities, and build a solid foundation for long-term success.

Adam Wilson: Driving Growth, Strategy, and Innovation in Startups and Technology.

I'm excited to share my professional executive biography, highlighting my journey in business strategy, operations, sales, and investment consulting. Over the years, I’ve had the privilege of working with startups, growth-stage companies, and enterprise organizations, helping them scale efficiently and achieve sustainable success. If you're looking for a strategic advisor or board member to drive growth and innovation, I’d love to connect.

Ashish Bhagat | Accomplished Global Finance & Business Transformation Executive

Ashish Bhagat is a seasoned executive leader with over 25 years of expertise in financial strategy, corporate transformation, and global operations. As the Chief Operating Officer at Hitachi Vantara, he drives business performance, operational excellence, and large-scale financial initiatives that support growth and scalability. With a strong background in strategic planning, pricing optimization, and market expansion, Ashish has successfully led high-impact transformations across multinational organizations. His extensive international experience in Japan, India, China, Australia, and Europe enables him to navigate complex global markets and drive culturally attuned business strategies. A results-driven leader known for his collaborative approach and data-driven decision-making, Ashish is passionate about mentoring teams, fostering innovation, and delivering long-term business value. Now seeking board opportunities, he aims to leverage his financial acumen and strategic insight to help companies optimize growth and achieve sustainable success.

Richard Morgin: A Results-Driven Leader in Franchise Development and Corporate Finance

Richard Morgin is a hands-on and accomplished consultant with The Franchise Consulting Company, bringing extensive expertise in lead generation, franchise development, coaching, and closing. As a trusted advisor to executive leadership, he excels at dissecting complex financial and operational challenges, synthesizing data, and presenting strategic solutions that drive business success. With a proven ability to build and lead high-performing teams, Richard fosters a results-oriented culture that maximizes efficiency and profitability. His forward-thinking leadership in controllership, financial planning, and internal audit has consistently delivered significant cost savings and operational improvements. Recognized for his ability to vet strategic plans, analyze financial assumptions, and present data-driven recommendations, he continues to be a key force in helping businesses navigate growth and transformation.

Robert Light: Seasoned Construction and Financial Management Leader

With a distinguished career spanning five decades, Robert Light has built a legacy as a leader in construction and financial management. Known for his strategic foresight, operational expertise, and commitment to excellence, Robert has consistently delivered transformative results for organizations in the commercial construction industry. From optimizing multimillion-dollar assets to driving operational efficiencies and fostering collaborative teams, his leadership philosophy centers on aligning strategic goals with actionable solutions. As the Principal Consultant at RW Light Consulting, LLC, Robert continues to leverage his unparalleled expertise to empower businesses, enhance profitability, and inspire innovation.

Alejandro Villalobos: Finance Executive & Data Science Specialist; “Keep an Open Mind, You Can Always Learn Something.”

I’m excited to share my biography, detailing my professional journey in finance, data science, and risk management. With over 12 years of experience, I’ve worked across industries like energy, manufacturing, and financial services, where I’ve developed key skills in financial planning, forecasting, and business strategy.

Amy Sebero: Empowering healthcare transformation through strategic leadership and a passion for community well-being.

Thrilled to introduce Amy Sebero, an inspiring Chief Growth Officer with over 40 years of expertise in healthcare technology and services. Based in Ponte Vedra, Florida, Amy's leadership is driven by a deep personal connection to healthcare, as her husband's heart transplant journey fuels her dedication to accessible, compassionate care for all. With a track record of driving growth and operational excellence at top organizations like Streamline Health and FinThrive, Amy is a visionary in transforming healthcare systems to meet evolving client needs.