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FIELD MAP / RD / CFO / 01

PROFESSIONAL SERVICE / FRACTIONAL CFO SERVICES

Fractional CFO leadership for project-based firms.

Bring senior financial guidance to cash planning, project margins and growth decisions, alongside your existing finance team.

Discuss your financial priorities

FIELD MAP / DIRECTION & PERSPECTIVE

THE OPERATING QUESTION

For firms that need senior financial leadership. Without adding a full-time CFO.

Project-based firms often reach a point where financial reporting, forecasting, capital allocation, and performance decisions require more senior leadership than the current finance structure provides.

01 / SIGNALS

RD / CFO / 01

Recognize the gap between information and leadership.

TIMING

Financial reporting arrives too late

Leadership cannot see current performance soon enough to guide decisions, priorities, or corrective action.

LEADERSHIP

Owners carrying CFO decisions

Partners or founders are still responsible for forecasting, capital allocation, and financial decisions that require dedicated executive attention.

MARGINS

Project margins lack explanation

Leadership can see that margins are changing but cannot connect the movement to pricing, utilization, delivery, or project mix.

PLANNING

Forecasting is too reactive

Cash and performance forecasts rely on manual updates and do not provide a dependable forward view.

CAPACITY

Finance lacks strategic capacity

The finance team is focused on execution and does not have the capacity or senior mandate to provide decision support.

CHANGE

Growth or change is raising the stakes

Expansion, financing, acquisition, restructuring, or leadership transition is creating financial decisions the current structure is not equipped to own.

These conditions often overlap. The decision is whether the firm needs additional finance capacity, stronger financial leadership, or both.

THE OPERATING SHIFT

From reporting to decision support

Fractional CFO leadership connects financial performance to the operating decisions shaping margin, cash, capacity, and growth.

The objective is not a universal close-time target. It is a finance function that gives leadership a clearer forward view and stronger decision support.

02 / RHODIUM DIGITAL SERVICES

Financial leadership around the decisions ahead.

Rhodium Digital’s fractional CFO services address planning, performance insight, decision support and finance-function development. Responsibilities and cadence are defined for the firm.

RD / CFO / A-01

Forecasting and financial planning

Build a forward view of cash, performance, capacity, and investment priorities using operational and financial information the leadership team can review regularly.

Planning requirements and underlying assumptions

Financial and operational information used in forecasts

Leadership priorities and planning reviews

SCOPE DECISION

Which forward-looking questions need stronger financial attention?

RD / CFO / B-02

Performance and margin insight

Connect financial results to project delivery, utilization, pricing, and operating decisions so leadership can understand what is changing and why.

Project margins and changes in performance

Pricing, utilization and delivery context

The measures leadership needs to review

SCOPE DECISION

What is changing, why does it matter and where is a decision required?

RD / CFO / C-03

Capital and growth decisions

Provide financial perspective for hiring, investment, expansion, financing, and other decisions that affect the firm's direction and risk.

Investment and capacity priorities

Growth and financing considerations

Financial implications and trade-offs

SCOPE DECISION

Which decisions need senior financial perspective, and who retains decision authority?

RD / CFO / D-04

Finance-function development

Define the reporting cadence, decision support, responsibilities, and governance required from the finance function as the organization grows.

Leadership and finance-team responsibilities

Reporting and planning requirements

Governance and a defined review structure

SCOPE DECISION

What should the finance function own, and where is additional leadership needed?

These service areas inform the scope discussion. Activities, priorities, responsibilities and ongoing services are agreed for each engagement.

03 / HOW WE WORK

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FROM REQUIREMENT TO DAILY USE

A practical route, shaped by your requirements.

The starting point, sequence and scope reflect your current environment and priorities.

01

Financial leadership assessment

Assess reporting, planning, decision requirements, stakeholder needs, and the current finance structure. Define where senior financial leadership will add the most value.

02

Planning and review structure

Establish the planning, reporting, review, and decision cadence that connects financial information to leadership priorities.

03

Fractional CFO leadership

Provide an ongoing senior financial perspective for planning, performance review, decision support, and finance-function development at a cadence defined by the engagement.

RHODIUM DIGITAL / POINT OF VIEW

Look beyond the reporting cycle.

A fractional CFO brings executive-level financial perspective to planning, performance, risk, and major business decisions while working alongside the internal finance team.

Rhodium Digital · Fractional CFO Services

BEFORE WE TALK

Questions that shape the scope.

How does this differ from managed accounting?

Fractional CFO services provide senior financial leadership and decision support. Managed accounting addresses agreed accounting operations and professional capacity. The roles can be considered together without treating them as interchangeable.

Does this replace our existing finance team?

The engagement is defined around the firm’s current team, leadership requirements and responsibilities. It does not assume a standard replacement model.

What is the engagement cadence?

Responsibilities, priorities and cadence are agreed for the firm. This page does not prescribe a universal meeting schedule, deliverable package or commercial arrangement.

CONTINUE THE CONVERSATION

Bring the financial decision that needs more perspective.

Discuss the planning, performance and leadership requirements around your finance function.

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