Freelance CFOs

Freelance CFOsFreelance CFOs

Projects People

Santiago Gonzalez

Santiago, Chile

Engineering FP&A systems with custom AI Logic

New to Contra

Engineering FP&A systems with custom AI Logic

Cover image for Multi-Year Quarterly Forecasting Framework Technical Summary...

Multi-Year Quarterly Forecasting Framework Technical Summary: Time-Series Architecture: Developed a scalable 5-year forecasting horizon using a quarterly periodicity to capture business seasonality and cyclical revenue trends. Dynamic Modeling Structure: Engineered the framework to transition from "Actuals" (Real) to "Projected" periods, allowing for immediate variance analysis and rolling forecast updates. Driver-Based Revenue Build: Structured the top-line to be driven by segment-specific assumptions, enabling granular sensitivity analysis for different business units. Institutional Formatting: Designed the workbook with a professional, audit-ready layout that follows standard financial modeling best practices for clarity and navigation.

0

2

Cover image for Segment-Level Revenue & OpEx Build Technical Summary: Granul...

Segment-Level Revenue & OpEx Build Technical Summary: Granular Forecasting: Built a revenue model broken down by business segment (A, B, and C) to allow for specific growth and margin assumptions for different product lines. Profitability Drivers: Analyzed the bridge from Revenue (370) to EBITDA (80), incorporating variable Cost of Goods Sold (COGS) and fixed Operating Expenses. SBC Integration: Correctly identified and categorized Stock-Based Compensation (30) within Operating Expenses to allow for proper non-cash reconciliation in the valuation phase. Margin Analysis: Structured the statement to highlight Operating Income (EBIT) as the primary indicator of core business performance before interest and tax effects.

0

3

Cover image for Dynamic Debt & Liquidity Schedule Updated Technical Summary:...

Dynamic Debt & Liquidity Schedule Updated Technical Summary: Debt Reclassification: Implemented a US GAAP-compliant structure that reclassifies long-term liabilities into the Current Portion of Long-Term Debt (CPLTD) as they approach maturity. Liquidity Analysis: Designed the Current Liabilities section to distinguish between operational credit (Revolvers) and structural principal payments, providing a more accurate Current Ratio. Model Integrity: Tied the debt balances directly to the Financing section of the Cash Flow Statement, ensuring that every dollar of repayment or issuance is accounted for in the cash "tie." Advanced "Plug" Logic: Set the foundation for a dynamic cash sweep where short-term debt acts as a buffer to maintain a positive cash balance during low-liquidity quarters.

0

22

Cover image for Integrated 3-Statement US GAAP Skeleton Interconnected Mecha...

Integrated 3-Statement US GAAP Skeleton Interconnected Mechanics: This project demonstrates a fully integrated financial model where the Income Statement (IS) feeds the Balance Sheet (BS) and Cash Flow Statement (CFS). Balance Sheet Accuracy: The BS follows the strict order of liquidity (Current vs. Long-term) and includes key reconciliations for Common Stock and APIC. Cash Flow Engine: The CFS uses the Indirect Method to bridge Net Income to the Ending Cash Balance, ensuring the "Cash Tie" matches the BS exactly. Key Accounting Logic: Features non-cash add-backs for Stock-Based Compensation (SBC) and Depreciation to provide an accurate picture of operational liquidity.

15

157

Francesco Gualano

Fractional CFO | Controller | Finance models for Startups 🚀

Fractional CFO | Controller | Finance models for Startups 🚀

Cover image for 1y-5y Finance Model with Charts

1y-5y Finance Model with Charts

2

35

Cover image for Fractional CFO Success Story🚀

Fractional CFO Success Story🚀

1

15

Cover image for Power BI dashboard for a B2B SaaS startup📈

Power BI dashboard for a B2B SaaS startup📈

0

11

Cover image for Scaling controlling processes🏆

Scaling controlling processes🏆

0

13

PRODelray Beach, USA

I turn financial clutter into business clarity and strategy.

I turn financial clutter into business clarity and strategy.

Cover image for CFO-Led Financial Strategy for Growth-Stage Businesses

CFO-Led Financial Strategy for Growth-Stage Businesses

1

9

Cover image for Operational & Financial Optimization for Staffing Agencies

Operational & Financial Optimization for Staffing Agencies

0

3

Cover image for Diagnostic Cleanup & Reconciliation for High-Volume Accounts

Diagnostic Cleanup & Reconciliation for High-Volume Accounts

1

15

Cover image for Multi-State Hospitality Accounting & Licensing Support

Multi-State Hospitality Accounting & Licensing Support

1

2

Top-Rated Virtual CFO & Financial Modeling Expert

Top-Rated Virtual CFO & Financial Modeling Expert

Cover image for Case Study: Healthcare & Wellness

Case Study: Healthcare & Wellness

0

12

Cover image for Case Study: Hospitality

Case Study: Hospitality

0

4

Cover image for Case Study: Real Estate

Case Study: Real Estate

0

10

Placeholder project card media

View more →

Berlin, Germany

B2B Sales & Biz Dev Expert with Startup Founder Insight

B2B Sales & Biz Dev Expert with Startup Founder Insight

Cover image for Co-founded a SaaS-enabled marketplace for heavy machinery

Co-founded a SaaS-enabled marketplace for heavy machinery

0

14

Cover image for Comprehensive B2B Sales Strategy Concept & Implementation

Comprehensive B2B Sales Strategy Concept & Implementation

0

6

Cover image for Due Diligence & Acquisition of Tech Startup in IoT

Due Diligence & Acquisition of Tech Startup in IoT

0

8

Cover image for Project Management of a De-Merger and Foundation of a Subsidiary

Project Management of a De-Merger and Foundation of a Subsidiary

0

6

CFO & Accountant | Clarity, Profitability & Scalable Success

CFO & Accountant | Clarity, Profitability & Scalable Success

Cover image for Transforming the Month-End Close Process

Transforming the Month-End Close Process

0

14

Cover image for Comprehensive Financial Reporting Implementation

Comprehensive Financial Reporting Implementation

0

30

Cover image for Bookkeeping Services for Small Businesses

Bookkeeping Services for Small Businesses

1

70

Cover image for ERP Implementation

ERP Implementation

0

6

PRONew York, USA

Business Builder | Advisor | Web & Mobile App Developer

$5k+: Earned

1x: Hired

5.0: Rating

4: Followers

Business Builder | Advisor | Web & Mobile App Developer

Fractional COO: Drifter Spirits, an artisanal spirits brand

0

18

Home Services: Brand, Web & Mobile Design & Development

0

0

Cover image for Mobile App Developer: That Ish, a slang education & culture app

Mobile App Developer: That Ish, a slang education & culture app

0

17

Cover image for Pricing Consultant: Prosple, a recruitment tech company

Pricing Consultant: Prosple, a recruitment tech company

0

17

PROBaldwin Park, USA

Bookkeeper & tax pro managing 90+ clients—cleaning up books,

New to Contra

Bookkeeper & tax pro managing 90+ clients—cleaning up books,

Cover image for Led Accounting Ops for High-Volume Auto Dealership – 2,000+ ...

Led Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts. I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay. In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after. Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them.

11

84

Cover image for Tax Prep & Bookkeeping Support – Tax & Financial Firm I was ...

Tax Prep & Bookkeeping Support – Tax & Financial Firm I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting. I: • Maintained QuickBooks records and managed AP/AR • Prepared monthly reports and supported tax prep for clients • Handled incoming docs, organized data, and tracked filings • Ran front office duties, client communications, and scheduling • Built out filing systems that actually made sense for the team • Stepped in for IT support when systems broke during tax season It wasn’t glamorous—but I kept it all running. Being a Swiss Army knife taught me how to juggle pressure, solve problems fast, and never let the books fall behind.

0

14

Cover image for Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manag...

Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manage bookkeeping for a portfolio of over 90 active clients—primarily in dentistry, law firms, PR, retail, and others. My work includes: • Cleaning up QuickBooks registers and building smart rules to automate categorization • Reconciling multiple accounts monthly, ensuring accurate and up-to-date financial records • Preparing monthly and quarterly financial statements to support decision-making and tax planning • Collaborating with the CPA team on tax compliance, filings, and audit readiness • Helping small business owners understand their numbers and improve how they manage their cash flow Whether it’s a dental office, a solo law practice, or a retail store—I bring structure, clarity, and efficiency to the table so clients can focus on running their business.

0

28

Cover image for Helping a Design Firm Build Financial Structure That Actuall...

Helping a Design Firm Build Financial Structure That Actually Works When I started working with this Design Firm in City of Industry, CA, their books were scattered across platforms—some in QuickBooks, some in Studio Designer, and some... in inboxes. We built a cleaner system from the ground up: Cleaned up reconciliations Built consistent AP/AR processes Used Smartsheet to track jobs & cash flow Generated reports that the owner could actually use I’m not a Studio Designer pro, but I learned enough to keep it all moving. The goal wasn’t perfection—it was peace of mind.

21

163