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Fractional CFO Support for Growing Companies

From scenario planning and fundraising to management dashboards and cost-saving initiatives, Monument CFO Advisory can help upgrade your company’s financial visibility to improve long-term performance.

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    Flexible Engagements that Focus on Areas of Greatest Potential Impact

    Strategic Examples

    Strategic Budgeting & Forecasting

    Cash Flow Modeling & Management

    Operational Examples

    KPI Development & Dashboard Design

    Finance Automation & AI Support

    Event Driven Examples

    M&A & Fundraising Support

    Audit  Preperation & Support

    Our Services

    Strategic CFO Services for Growth-Focused Businesses

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    • Strategic Budgeting & Forecasting

      • Build annual and multi-year budgets aligned to strategic goals
      • Maintain rolling 12–18 month forecasts, updating regularly with actuals
    • Scenario & Sensitivity Analysis

      • Model best-, base-, and worst-case financial scenarios
      • Stress-test key assumptions (growth rates, margins, capex) to quantify risk
    • Cash Flow Modeling & Management

      • Develop detailed cash-flow projections (weekly/monthly)
      • Implement cash-conversion improvements (AR/AP optimization, inventory turns)
    • Strategic Business Planning

      • Translate high-level goals into detailed financial roadmaps, including annual budgets, multi-year forecasts, and rolling projections that adapt as your business evolves.
      • Implement/support managerial business operation systems to support accountability and ongoing operational execution.
    • Risk Identification & Prioritization

      • Work cross-functionally to inventory financial, operational, market, and regulatory risks; rank them by likelihood and impact; and integrate findings into broader planning process.
      • Stress Testing & Early-Warning Dashboard - develop automated dashboards and KPIs that monitor leading indicators (e.g., cash burn, receivables days, margin erosion) and trigger alerts when tolerance thresholds are breached.
    • Crisis Planning & Business Continuity

      • Maintain up-to-date contingency plans and liquidity scenarios (e.g., cash-shortfall playbooks, credit-line drawdowns) to ensure resilience in the face of unexpected disruptions.
    • Prepare Investor & Lender Materials

      • Craft compelling pitch decks and lender packages with clear financial narratives, KPIs, and return profiles;
    • Build Robust Deal & Fundraising Models

      • Coordinate deep dives into historical performance, forecast models, and asset quality; develop valuation analyses to support fundraising or M&A process
    • KPI Framework & Dashboard Design

      • Define leading and lagging indicators tied to growth objectives
      • Automate real-time dashboards (Power BI, Looker, etc.) for visibility
    • Pricing Strategy & Margin Analysis

      • Evaluate product- and customer-level contribution margins
      • Test alternative pricing, bundling, discount structures to drive profitability
    • AI Finance Support

      • Evaluate, select, and implement AI-powered finance tools to streamline month-end close, boost forecast accuracy, and free your team for higher-value strategic analysis.
      • Model projected AI investment ROI, perform sensitivity and risk analyses, evaluate total cost of ownership to ensure data-driven, capital-efficient decision making.
    • Equity Offsets Service Fees For Startup/Growth Companies:

      • When it makes sense for both parties, Monument CFO welcomes the opportunity to invest in a client company.
      • Rather than relying solely on fee-for-service billing, engagements can be structured so that Monument CFO’s compensation is based on long-term equity appreciation, incentivizing sustainable growth.
    ABOUT John

    John Pulliam is a seasoned finance executive with over 15 years of experience

    As CFO of Vested Metals International, he helped scale the company from $5 million to $20 million in revenue, overseeing everything from capital planning and cash flow strategy to performance-driven budgeting and M&A readiness.

    John’s career spans both corporate and entrepreneurial finance, including roles as a hedge fund portfolio manager in New York and senior FP&A analyst at TrueBlue (NYSE: TBI) and OneAmerica Financial. He also served as Director of Enterprise Initiatives at the Tacoma Rescue Mission, where he launched three social enterprises that created lasting employment opportunities for program graduates.

    He holds an MBA from Columbia Business School and a BA in Business/Economics from Wheaton College. A former NCAA track & field athlete, John brings a disciplined, goal-focused mindset to every engagement—helping businesses grow with clarity, confidence, and strategic financial insight.

    John Pulliam

    KEY STRENGTHS

    Core Competencies:

    Engagement Offerings

    Executive Financial Leadership
    Without the Full-Time Executive Price

    Strategic CFO Services

    Offerings

    Embedded CFO Services

    Full Ownership of CFO Role

    Equity Linked Engagement

    Strategic or Embedded CFO

    Event Linked Engagement

    Event Linked Engagement

    CFO Role in a Small/ Medium-Sized Business

    A CFO is responsible for guiding a company’s financial strategy. Their focus is on high-level planning, execution, forecasting, budgeting, risk management, and financial operations leadership. CFOs work closely with company leaders to shape the company’s long-term financial direction, manage capital structure, and oversee activities like fundraising, mergers, and acquisitions. CFOs are also responsible for providing financial visibility to help with on-going business decisions.

    Benefits of a Part-Time CFO

    Every business owner knows the job comes with constant challenges, both from within and outside the company. My goal is to bring the right financial tools and insights to help you handle those challenges with more confidence.

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