Interim and Fractional CFOs for Companies That Need Clarity Now

Proven finance leadership for moments when runway gets tight, reporting breaks down, or decisions outpace visibility.

Our executives have led finance through fundraising, rapid growth, resets, and leadership transitions. They work directly with founders, CEOs, and boards to improve decision-making without forcing a premature full-time hire.

What you’ll get from the intro call:

  • A clear assessment of your current finance gaps
    (cash, forecasting, reporting, controls)

  • A recommendation on interim vs. fractional CFO support

  • A sanity check on your current runway and planning assumptions

  • Clarity on what needs attention now, and what can wait

  • Next steps tailored to your stage, runway, and operating cadence

Interim CFO and Finance Leadership During Acquisition

RepairSmith, a fast-growing mobile auto repair platform, partnered with SIZE during a critical growth phase as the company prepared for a Series B raise. As strategic buyers emerged, the focus shifted from fundraising to acquisition, requiring experienced interim financial leadership to manage a complex transition.

Impact at RepairSmith:

  • Upgraded financial infrastructure, transitioning from QuickBooks to NetSuite

  • Built investor- and buyer-ready financial models to support valuation and diligence

  • Secured multiple bridge financing rounds to maintain liquidity during negotiations

  • Managed cash flow and operating discipline throughout the acquisition process

  • Supported executive leadership in buyer discussions to maximize strategic outcomes

Outcome:

RepairSmith was acquired by AutoNation and now operates as AutoNation Mobile Service. The business is positioned for continued growth inside a public company platform, with strong financial foundations and operational discipline in place.

How an Interim CFO Helped DYPER Improve Margins and Cash Efficiency

As DYPER navigated a critical growth phase, the company engaged SIZE to provide interim finance and operational leadership to reduce costs, improve working capital efficiency, and strengthen financial discipline.

Impact at DYPER:

  • Reduced logistics and fulfillment costs that had reached 25% of revenue

  • Improved inventory management, reducing weeks of supply from 23.3 to 16.4

  • Freed up working capital by tightening demand planning and cash flow controls

  • Improved On-Time and In-Full delivery rates, reducing chargebacks and revenue leakage

  • Strengthened P&L performance while maintaining service levels and sustainability goals

Outcome:

DYPER exited its critical growth phase with improved margins, stronger cash discipline, and clearer operational visibility. With tighter cost controls and improved working capital efficiency in place, the company was better positioned to scale sustainably while maintaining service levels.

How a Fractional CFO Helped ShineOn Improve Profitability During Expansion

As ShineOn expanded into new products and geographies, the company engaged SIZE to provide fractional CFO leadership to improve profitability, sharpen strategic focus, and strengthen financial decision-making.

Impact at ShineOn:

  • Built financial models to evaluate new products, geographies, and strategic initiatives

  • Exited unprofitable business lines and regions to improve overall margins

  • Improved profitability by tightening cost structure and capital allocation decisions
  • Provided clear visibility into tradeoffs across growth, cash flow, and risk
  • Prepared the company for a smooth transition to a permanent CFO

Outcome:

ShineOn improved profitability and financial clarity during expansion, enabling leadership to make more disciplined capital allocation decisions. The business exited the engagement with stronger financial controls, clearer tradeoffs across growth initiatives, and a smooth transition to a permanent CFO.

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Explore SIZE finance capabilities

Senior finance leadership across cash, forecasting, reporting, and transaction readiness.

Interim & Fractional CFO Leadership

Seasoned CFOs who stabilize finance during transition, owning close, cash, and operating cadence while aligning leadership on priorities and performance.

FP&A & Operating Model

Driver-based projections and scenario planning that tie unit economics to hiring, GTM, and capacity so plans and financials stay aligned.

 

Reporting & Control Environment

Fast, accurate, auditable reporting across close, KPIs, revenue recognition, billing, and collections that boards and investors trust.

 

Transaction & Capital Readiness

Investor-grade models, KPI hygiene, and diligence support for fundraising, M&A, restructurings, and strategic partnerships.

 

Cash Flow & Working Capital Management

Runway visibility, cash forecasting, and working capital discipline that improve decision-making and reduce execution risk.

 

Reporting, Dashboards & KPI Hygiene

Board-ready reporting with consistent KPI definitions and dashboards that keep leadership aligned on performance.

 

Finance Team & Systems Scaling

Finance organization design, system selection, and process improvement that scale with the business and support long-term stability.

 

Billing, Collections & Revenue Operations

Billing and collections processes that improve cash conversion and reduce revenue leakage as you scale.

 
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