Rakshit M.

Ex-Deloitte I CFO, Cash Flow, Fundraising, Finance Transformation

I build finance engines that scale - ERP, payroll, cash flow, investor reporting, performance analysis: clean processes, fast closes, zero surprises. I’m a Finance Transformation consultant & fractional CFO (10+ years) who designs and implements the systems that keep you in control as you grow. I work with construction, real estate, and e-commerce/retail teams to replace spreadsheet chaos with documented processes, the right ERP, tight payroll, reliable cash visibility, and investor-grade reporting. My PACE Framework P – Process: map current → target, define roles (RACI), close calendar, approval matrices A – Automate: select/configure ERP and connectors (AP, payroll, banks, 3PL/Procore/Shopify) C – Control: policies, audit trails, reconciliations, month-end checklists, KPIs E – Enable: train your team, hand over SOPs + dashboards, set cadence What I can take off your plate - Pick and set up the right accounting system (QBO/Xero/Zoho/NetSuite, Sage 100 Contractor) and migrate data without drama. - Map your key processes (purchase-to-pay, order-to-cash, month-end) and turn them into simple, usable SOPs. - Fix payroll and time: capture hours, allocate to jobs/departments, and post a clean journal to the GL. - Build a cash model and set up weekly habits for collections and payables. - Construction: cost codes, WIP/% complete, over/under billing, and AIA G702/G703 that gets approved first time. - E-commerce: inventory/COGS that ties out, and Shopify/Amazon/Stripe/PayPal payouts that actually match the books. - Fundraising prep: 3-statement model, tidy data room, and a clear metrics deck. - Ongoing reporting: straightforward dashboards and board/investor packs the team will actually read. How we’ll work - Quick call + light file review → I send a one-page plan with a couple of quick wins. - Stabilize what’s noisy (bank rules, chart, close checklist), then tackle the bigger pieces. - Train your team or put a dedicated team housed within our firm