DWDana WhitfieldFractional CFO
How I help

The CFO job, broken into workstreams.

I lead the parts of finance that decide whether your company makes it through the next inflection — and I scope to exactly what you need today.

W/01

Fundraising

Walk into the room with numbers your lead will believe.

I build the model, the data room, and the financial narrative — then sit beside you through diligence so the round closes on your terms.

A fundable round, often above the forecast valuation — with you in control of the story.
How this works →
W/02

FP&A

A single source of truth you can actually steer by.

I build real FP&A from whatever you have today: a driver-based model, a clean monthly close, and dashboards that answer “how are we doing?” in one glance.

Forecast accuracy that earns trust and a close you can run without me.
How this works →
W/03

Cash & Runway

Know exactly how many months you have — and how to add more.

A 13-week cash model, a ruthless but surgical spend review, and a runway plan you can defend to a board without flinching.

Burn down ~30%, runway extended, and growth intact.
How this works →
W/04

Board Reporting

A board package investors respect — and a CFO in the room.

I build the reporting cadence, write the board deck’s finance section, and (when you want) present it — so your board meetings build confidence instead of burning it.

Calmer board meetings, higher investor confidence, faster follow-on.
How this works →
W/05

M&A & Exit

A steady hand from first conversation to close.

Whether you’re acquiring, being acquired, or just getting ready, I clean the books, build the data room, prep for quality-of-earnings, and quarterback diligence.

A defensible process and a transaction that closes without a fire drill.
How this works →
W/06

Interim CFO

Full CFO coverage while you transition.

When your CFO departs or you’re between leaders, I step in near-full-time to hold the seat, keep the trains running, and help you hire the permanent leader.

No gap, no panic — a steady seat until the right leader lands.
How this works →
How we’d work together

From the first call to graduation.

0130 min

Discovery call

A direct conversation about where you are, what hurts, and whether I’m the right fit. No pitch — if I’m not, I’ll tell you who is.

02Week 1

Scope & proposal

I map the engagement to your real need — fractional, interim, advisory, or project — with a clear scope, cadence, and fee. In writing, before anything starts.

03Month 1

The first 30 days

I get the numbers honest: a model you trust, a runway you can defend, and a quick-wins list. You’ll feel the difference in the first board update.

04Ongoing

Embedded & in motion

I’m in your Slack and your key meetings. We lead the raise, build the team, and run the cadence together — until you can run it without me.

05When ready

Graduation

The goal is to work myself out of a job. When you’re ready for an in-house team, I help you hire them and hand off clean.

Which engagement?

Any workstream fits any engagement model.

Run one workstream as a fixed-scope project, or take all of them on a fractional retainer. The right shape comes out of the discovery call.

  • Fractional — $8K–$15K / mo
  • Interim — $20K–$32K / mo
  • Advisory — $3K–$6K / mo
  • Project — $15K–$45K

Compare engagement models → Book a call with Dana →

Let’s talk

Bring me in before the round.

A 30-minute discovery call — direct, no pitch. We’ll talk through where you are, what hurts, and whether I’m the right fit. If I’m not, I’ll tell you who is.