Brodie LLCFractional CFO
Jan. 2016United States, WestminsterProviding executive-level financial leadership as a Fractional CFO, helping businesses build strong financial foundations and navigate complex capital markets challenges.
▪ Deliver forensic accounting investigations to resolve financial discrepancies and ensure accuracy for audits and legal proceedings.
▪ Lead M&A due diligence engagements — evaluating financial health, identifying risk, and enabling informed deal decisions for middle-market transactions.
▪ Craft compelling business plans and investor pitch decks that have successfully attracted venture capital and institutional investment.
▪ Develop detailed financial models, valuations, and scenario analyses to support strategic planning and investment decisions.
▪ Manage deal room documentation for M&A and capital formation transactions, ensuring accuracy and completeness throughout the process.
▪ Produce comprehensive forecasts and budgets with variance analysis to keep management aligned with performance targets.
▪ Bring credibility and expert financial validation to boards, investors, and lenders to support key business decisions.
