Strategic CFO services

Executive finance leadership, sized to what your business needs.

Advisory guidance, a fractional seat at the table, or interim coverage when you need it most. Senior CFO judgment without the cost of a full-time hire.

Strategic CFO services

Executive finance leadership, sized to what your business needs.

Advisory guidance, a fractional seat at the table, or interim coverage when you need it most. Senior CFO judgment without the cost of a full-time hire.

Where finance leadership breaks down

Where finance leadership breaks down

Growth exposes the same six gaps in almost every company we meet; usually right where founder-led finance stops keeping up.

Growth exposes the same six gaps in almost every company we meet; usually right where founder-led finance stops keeping up.

01
No one owns the numbers at the leadership table

Decisions get made in the room, but nobody in the room can defend the model behind them.

02
Forecasts are built once a year, not managed

By Q2 the plan is fiction, and nobody has gone back to update it.

03
The board sees data, not a narrative

Slides show numbers without the “why,” so meetings turn into Q&A instead of decisions.

04
Cash planning is reactive

Runway gets discovered, not managed, and surprises show up two weeks too late to act on.

05
Fundraising catches the business unprepared

Data rooms get built in a scramble instead of maintained continuously between raises.

06
Growth has outpaced financial leadership

A controller can close the books; nobody's translating them into strategy.

The four pilars for our CFO services

The four pilars for our CFO services

Each assumes a ledger that closes on time and reconciles; a forecast, after all, is only a projection of the close that feeds it.

Each assumes a ledger that closes on time and reconciles; a forecast, after all, is only a projection of the close that feeds it.

The capital question
Capital allocation

Deciding where each available dollar earns its best risk-adjusted return; and having a defensible reason for every dollar that isn't deployed.

Growth funding

Securing the right amount of capital, in the right structure, at the right time; before the need becomes urgent enough to cost you leverage.

The oversight question
Risk management

Identifying what could stop the business, quantifying what it would cost, and deciding deliberately which of those risks to carry.

Performance management

Building the plan the business is steered by, and the reporting that shows; early enough to act on it; where the business is diverging from that plan.

Three ways to get CFO-level judgment

Three ways to get CFO-level judgment

Every engagement is senior CFO Services; the difference is cadence and commitment. Start where your business is, and move as it changes.

Every engagement is senior CFO Services; the difference is cadence and commitment. Start where your business is, and move as it changes.

Not sure where to start?

Not sure where to start?

We'll help you identify the best path forward.

We'll help you identify the best path forward.

Measured impact

across finance functions

Measured impact

across finance functions

GROWTH FUNDING

$800M+

Capital raise transactions supported

Quantum has helped clients strengthen financial operations, reporting, and investor readiness to support capital raises exceeding $800M.

CASH FLOW OPTIMIZATION

$100M+

Working capital released

Through improved reporting, forecasting, collections, and operational controls, Quantum helped clients unlock over $100M in additional working capital.

Automation

95%

Reduction in processing time

Close Optimization

5+

Days reduced from month-end close

Business Intelligence

Better decisions through
real-time financial visibility.

Financial and operational visibility that enables better and more timely business decisions.

Strategic decisions

Decision-ready insights for leadership.

Real-time visibility

Financial and operational performance

in one view.

AI-ready data

Reliable data structured for scalable automation.

Strategic decisions

Decision-ready insights for leadership.

Real-time visibility

Financial and operational performance

in one view.

AI-ready data

Reliable data structured for scalable automation.

Client Reviews | Quantum FBI

“Quantum FBI’s support has been incredibly thorough, detailed, responsive, and incredibly agile.

The team assigned to our company has not only been excellent tacticians and service providers, but they’re also a great wealth of knowledge and subject matter expertise I can rely on to help guide my decision-making.”

Humza Syed

Humza Syed, Finance Manager

Level Forward

“At Chicken Soup for the Soul, we are a very acquisitive and developing company where change is the norm. As we implemented our ERP system, Sage Intacct, we found that we needed a partner that would be knowledgeable, flexible, and informed to assist with implementing the system in an effective way.

We found that in Quantum, as they have been extremely flexible, agile, and most of all have put in the time to understand our business needs and what our system needs.”

Daniel Sanchez

Daniel Sanchez, SVP, Finance & Accounting

Chicken Soup for the Soul

“From day one, Quantum has been an asset, saving me valuable time to focus on my core responsibilities. Their support has been instrumental in achieving rapid growth without diverting essential resources to accounting and finance.

As our trusted advisor, Quantum has enabled us to swiftly expand our team’s capacity during critical periods, ensuring our execution. They have provided us with cost-effective access to a robust finance tech stack.

I highly recommend Quantum as an essential partner for anyone seeking to optimize operations and achieve exceptional outcomes.”

Manny Guerrero

Manny Guerrero, Former CFO

Kindred

CONTACT US

CONTACT US

Let’s start a conversation

about where your finance function can go next.

Let’s start a conversation

about where your finance function can go next.

1460 Broadway, New York,

NY 10036, United States

(929) 822 5552 | [email protected]