Derek H.
Fractional CFO | Strategic Finance & FP&A | M&A & Financial Modeling
I’m a Fractional CFO and CPA with 12+ years of leadership experience across high-growth, private-equity–backed, and enterprise organizations. I’ve served as CFO/COO of Osborne Homes and previously led FP&A at Talus and Global Payments. I help founders, CEOs, and finance teams turn their numbers into clarity, direction, and confident decision-making. ✅ I specialize in Budgeting & Forecasting (Driver-Based) — dynamic, operator-ready models Cash Flow Optimization — visibility, runway, scenario planning, variance analysis Month-End Close & Reporting — accurate, lender/investor-ready financials KPI Dashboards (Excel, Power BI, Sheets) — automated, real-time performance tracking M&A Support — due diligence, valuations, integration planning, financial reviews Operational Finance — aligning sales, ops, and accounting into one system of truth ✅ What makes me different Operator mindset — I’ve run Sales, Ops, Marketing, HR, IT, and Finance as a COO/CFO Fast turnaround — clear communication, technical depth, no fluff Scalable modeling frameworks — built so teams can own and operate them Private equity–grade analysis — board decks, investment cases, scenario modeling Actionable insight — not just reporting, but decisions and direction ✅ Typical client outcomes -- 20–40% improvement in forecast accuracy -- Full 3-statement model rebuilds in days, not weeks -- Month-end close time reduced by 30–50% -- Clear, automated reporting across KPIs, cash flow, and performance -- Clean, organized financials ready for lenders, investors, or acquirers If you need a CFO-level thought partner who can quickly diagnose issues, build structure, and deliver clarity, I’d love to help. Let’s build the financial engine your business needs to scale.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $15k
Billed in all: $26,059$26k
$7.3k in the last 6 months
Across 4 contracts
Earnings, last 30 days
Skill rankings: Top 3% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
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