PE portfolio-company CFO
Align the sponsor, CEO and leadership team around the value-creation plan, then translate it into priorities, KPIs, owners and an operating cadence.
Fractional · Interim · Project CFO
Build the finance function the next stage requires.
Hands-on CFO leadership for mid-market private equity portfolio companies, public-company readiness and fundraising-mode startups—bringing decision-ready data, durable finance operations and accountable execution.
Mid-market PEPost-investment portfolio-company CFO leadership aligned to sponsor priorities and value creation
Public-company readinessReverse merger, finance-function build-out, SEC reporting, compliance and audits
CFO leadership for pivotal stages.
Fractional, interim and project engagements are shaped around the business at hand—from post-investment execution to public-company readiness or a startup’s first durable finance function.
Public-company readiness
In 2022, Keith helped Kineta, Inc. execute a reverse merger; stood up its accounting and finance function, team and systems; participated in forecasting, budgeting and fundraising; managed SEC reporting and compliance; and drove public-company audits as CFO.
Startup-company CFO
Help fundraising-mode companies build accounting, finance, forecasting and board or investor reporting as they begin to hire and scale.
Finance systems & technology
Design and implement finance technology stacks, reporting architecture and scalable processes—from QuickBooks through NetSuite.
International finance leadership
Bring significant international experience from both corporate and consulting roles to cross-border operations, teams and finance priorities.
Range without distance
Strategic enough for the board. Operational enough for the close.
Keith works at the level the business needs—strategic, tactical or operational. He can advise the board, partner with sponsors and investors, build the plan, configure the reporting and roll up his sleeves to do the work.
- Translate investment priorities into operating plans, KPIs and clear ownership
- Lead forecasting, budgeting, cash management, fundraising and scenario planning
- Build accounting operations, controls, teams, finance systems and board-ready reporting
- Own the details—from QuickBooks and the monthly close through NetSuite implementations and SEC reporting
Let’s talk
What does the business need next?
Share the priorities, timing and where finance leadership or execution needs to improve. A direct email to Keith is the best place to begin.