On-Demand CFO & Strategic Advisory Services
OPERATIONS
Leading all financial activities of the Company and managing appropriate teams.
- Financial planning and analysis; defining KPIs and preparing forecasts, budgets and operating plans; overseeing the monthly closing process; managing payroll, A/P and A/R; financial reporting and presentations to internal decision makers – Board of Directors and senior management.
- Assisting the build-out of an internal sales team; forecasting, tracking and benchmarking revenue generation; drafting commission agreements.
- Tax and audit support; legal support; strengthening corporate governance; developing employee handbooks; and securing insurance.
- International expansion and go-to-market strategies.
MARKETS
Assisting capital raising (equity + debt) and M&A processes.
- Creating presentations, documentation, financial models, cap tables, and investor lists.
STRATEGY
Formulating and executing on corporate development initiatives.
COMMUNICATIONS
Managing external relationships with strategic partners, service providers and investment banks.
Leadership
Neil Portus, CFA, CMA, CFP®
Managing PartnerNeil is a CFO & Advisor for growth companies and former equity analyst at Goldman Sachs in New York where he covered consumer-retail stocks and helped to lead Zipcar’s $1.1 billion IPO. Previously, he was an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank where he helped to lead 15 advisory & financing transactions totaling $1.3 billion. He built his operational skills as a startup founder and CFO of an East Africa-focused impact investment firm. He is a CFA charterholder, Certified Management Accountant, CERTIFIED FINANCIAL PLANNER® professional, received his MBA from the University of South Carolina and majored in music business at Middle Tennessee State University near Nashville.
Give Back
We donate 1% of sales to support mission-driven organizations.
* 2018: Equal Justice Initiative
* 2019: A House on Beekman
* 2020: The Bowery Mission
* 2021: Many Hopes
* 2022: Minds Matter NYC
* 2023: Charity Water