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Derek H.
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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.

🇺🇸Fairview, United States$175/hr100% JSS5.00 (1)Since Nov 2025

Earnings and projects

MRR
$2.4k

Last 6 months ÷ 6

World#17,172 / 412k
🇺🇸Country#4,122 / 62.1k
Revenue, last 30 days
$3.5k

Last 6 months: $15k

World#10,007 / 412k
🇺🇸Country#2,719 / 62.1k
Total earnings
$24k

Billed in all: $26k

World#127,304 / 412k
🇺🇸Country#21,432 / 62.1k
Per project
$7.9k

$7.3k in the last 6 months

World#21,055 / 412k
🇺🇸Country#3,480 / 62.1k
Projects, last 6 months
2
0% fixed100% hourly
World#88,918 / 412k
🇺🇸Country#11,762 / 62.1k
Projects in all
3

Across 4 contracts

50% fixed50% hourly
World#304,140 / 412k
🇺🇸Country#44,018 / 62.1k

Earnings, last 30 days

$26.1k+$3.5k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$22k$24k$26k$28kOct 8Oct 23Nov 7

Skill rankings: Top 3% in Microsoft Excel

Ranked by MRR among everyone on Upwork with the skill.

  1. #26Cash Flow Modeling238 freelancers · 🇺🇸 #10Top 11%
  2. #44Due Diligence667 freelancers · 🇺🇸 #19Top 7%
  3. #45Mergers & Acquisitions485 freelancers · 🇺🇸 #28Top 9%
  4. #49Financial Management740 freelancers · 🇺🇸 #21Top 7%
  5. #50KPI Metric Development775 freelancers · 🇺🇸 #17Top 6%
  6. #52GAAP569 freelancers · 🇺🇸 #19Top 9%
  7. #84Forecasting1,032 freelancers · 🇺🇸 #30Top 8%
  8. #89Financial Planning1,216 freelancers · 🇺🇸 #37Top 7%