Interim & fractional CFO

Interim and fractional CFO for senior living and nonprofits

CFO-level finance, for a defined term.

When the CFO seat is empty, was never full, or is simply out of hours. Senior living organizations, not-for-profits, and small to mid-sized businesses across New England get CFO-standard analysis, reporting, and recommendations — without adding a permanent seat.

Schedule an introductory call See how it works
Senior livingNot-for-profitSmall to mid-sized businessNew England

Most organizations that call are in one of three situations.

A vacancy to cover

Your CFO has left and the search will take months. The close, the board package, and the lender reporting still have to happen on schedule.

No CFO to begin with

You are past what a bookkeeper can carry and short of what a permanent officer costs. The board still needs numbers it can act on.

A CFO who needs bandwidth

You have a capable CFO and a bond issuance, a repricing study, or a turnaround landing on top of the day job.

All three are handled the same way: CFO-level analysis, reporting, and recommendations delivered to a defined scope and term, with your leadership keeping the authority and the tools.

What you hold at the end

Deliverables, not a dependency.

  • All significant financial and operational ratios calculated and benchmarked, with target ratios and a path to them.
  • A budget and multi-year forecast your board can interrogate.
  • Monthly reporting built around the metrics your board actually asks about.
  • Covenant and lender reporting prepared on schedule.
  • A live model in Excel — documented, and handed to your team.
  • Everything we build is left in your team’s hands. When the engagement ends, the tools do not leave with us.
How an engagement runs

Defined at the start, handed over at the end.

01

A conversation

Thirty minutes. What is in front of you, and whether OAS is the right help. We will tell you plainly if it is not.

02

A defined scope

The work, the term, and what you will hold at the end — in writing, before anything starts.

03

The work

A standing monthly cadence or a single project. Your controller and CEO keep the decisions throughout.

04

The handover

Models, documentation, and reporting transferred to your team. Nothing leaves with us.

In every case the engagement is advisory support to management. OAS does not fill the officer seat, hold signing or banking authority, or supervise your staff — a designated member of your leadership owns the decisions and oversees the work.

Start a conversation

Tell us what is in front of you.

An opportunity, a challenge, or a transition. We will tell you plainly whether OAS is the right help, and what the engagement would produce.

We reply within one business day.

Your details are used to reply to you and for nothing else. How we handle your information.

Or simply book the call.

Schedule an introductory call 828.713.2385