Stefan K.

I’m an FCCA-qualified Fractional CFO with 13+ years of finance experience, including 4+ years working directly with founders and leadership teams on Upwork. I help growing businesses improve financial visibility, build better reporting systems, automate manual finance work, and make better decisions using clean financial data. My work sits at the intersection of CFO advisory, FP&A, business intelligence, and finance systems implementation. In practical terms, that means I do not just build financial models - I help businesses create the reporting infrastructure, dashboards, workflows, and controls needed to run the company with confidence. I typically work with businesses in the $1M–$15M revenue range across SaaS, eCommerce, hospitality, healthcare, tech, restaurants, and service-based companies. 💡 How I Can Help 1. Fractional CFO & FP&A Support I provide hands-on finance leadership for growing companies that need senior-level support without hiring a full-time CFO. This includes: • Monthly management reporting • P&L, balance sheet, and cash flow review • KPI tracking and performance analysis • Budgeting and forecasting cycles • Margin, pricing, and profitability analysis • Board, investor, and leadership reporting • Finance process improvement 2. Financial Modeling & Forecasting I build practical financial models that business owners and leadership teams can actually use. 3. Business Intelligence & Finance Dashboards I help companies move beyond static spreadsheets into clearer, more scalable reporting. This can include: • KPI dashboards for management teams • P&L dashboards by location, department, class, or revenue stream • Budget vs actual and variance dashboards • Cash flow and working capital dashboards • Restaurant, SaaS, eCommerce, and marketplace reporting packs • Drill-down reporting by month, category, location, or business unit • Data mapping from accounting systems into management reporting structures • Front-end BI app prototypes for finance and management reporting I have worked on reporting and dashboard solutions using data from systems such as Xero, QuickBooks Online, Stripe, Square, Lightspeed, MarketMan, Planday, Shopify, FreeAgent, Google Sheets, and Excel. 4. Finance Automation & Integrations I help reduce manual finance work by connecting systems, cleaning workflows, and automating repetitive reporting tasks. Examples of automation work include: • Automating monthly reporting packs • Connecting accounting, POS, payroll, inventory, and payment platforms • Building Google Sheets / Excel workflows that pull, clean, and transform data • Creating finance workflows with Apps Script, Python, JS • Automating deferred revenue and revenue recognition schedules • Creating Xero / QBO reporting and reconciliation workflows • Building AP checks, invoice attachment checks, and payment control workflows • Designing data upload processes for BI dashboards and finance apps • Reducing manual copy-paste work and improving data accuracy The goal is not automation for its own sake. The goal is better control, fewer errors, faster reporting, and more useful financial information. 5. Fundraising & Investor Support I support founders preparing for funding rounds, due diligence, or investor reporting. This includes: • Investor-ready financial models • Pitch deck financials • Revenue, margin, and cash flow analysis • Scenario planning • Due diligence support • Board and investor reporting packs I have helped clients collectively raise $10M+. 🎯 Why Clients Work With Me • I combine CFO-level finance experience with strong technical implementation skills • I understand finance, operations, systems, and founder-level decision-making • I build reporting structures that are practical, not overly complicated • I focus on visibility, control, and decision-making — not just spreadsheets • I can work strategically at leadership level and still get hands-on with the data If you need a finance partner who can help you build the model, clean up the numbers, automate the reporting, and create better visibility across your business, I can help.