CFO & CONTROLLERSHIP SERVICES
Executive-Level Finance Leadership, Without the Executive-Level Cost
ValDatum’s CFO & Controllership Services provide strategic financial leadership, structured month-end governance, accurate reporting, audit-ready books, and executive insights. We act as an extension of your finance leadership — offering the clarity, rigor, and oversight required by investors, lenders, boards, and executive teams.
Trusted by CEOs, CFOs, founders, CPA firms, and private equity-backed companies.
What This Service Covers
- Executive-level financial oversight
- Controllership and financial operations governance
- Month-end close supervision
- Management & board reporting
- KPI dashboards & performance insights
- Policies, controls & audit support
What Are CFO & Controllership Services?
Traditional finance teams often lack one or both of the following:
- Strategic leadership (CFO) — to drive planning, analysis, investor reporting & capital decisions.
- Operational excellence (Controller) — to ensure accurate books, reconciliations, and financial processes.
ValDatum fills both roles — giving your organization a complete leadership layer across accounting, reporting, forecasting, and compliance. Whether you’re a startup preparing for fundraising or a mid-market company needing governance and controls, our model ensures your finance foundation is strong, scalable, and investor-ready.
Why CFO & Controllership Support Matters
Stronger Financial Clarity
Clear, accurate financial data ensures leadership, investors, and lenders can trust your numbers.
Predictable Month-End Close
We transform slow, inconsistent month-end processes into fast, documented cycles.
Investor-Grade Reporting
Ideal for fundraising, private equity, board meetings, audit prep, and M&A readiness.
What We Do — Full Scope of CFO & Controllership
1. Executive Financial Strategy
Fractional CFO leadership to guide financial decisions, capital allocation, pricing, runway strategy, debt/equity planning, and long-term forecasting.
- Board/investor presentations
- Runway & cash-flow modeling
- Revenue & margin strategy
- Capital planning & fundraising support
2. Month-End Close Governance
We standardize and accelerate your month-end close with documented workflows, reconciliations, approvals, and quality checks.
- Close calendars & SLAs
- Reconciliation review & approval
- Close checklists & control points
- Variance & performance analysis
3. Financial Controls & Audit Readiness
We strengthen compliance with policies, controls, documentation, and audit preparation.
- Intercompany & balance sheet controls
- GAAP-compliant processes
- PBC (prepared-by-client) schedules
- Support for internal & external audits
4. Reporting & Performance Insights
Weekly/monthly reporting for CFOs, department heads, and investors with commentary and insights.
- Management reporting pack
- Financial & operational KPIs
- Board-level insight reports
- Forecast vs actual variance reporting
5. Technical Accounting & Clean-Ups
Fixing inconsistencies, errors, accounting gaps, outdated COA structures, and messy historical records.
- Accounting clean-ups (historical)
- Chart-of-accounts redesign
- Revenue recognition fixes
- Balance sheet integrity
6. M&A, Due Diligence & PE Reporting
Support for fundraising, acquisitions, deal diligence, financial review, and integration planning.
- Quality-of-earnings support
- Data room preparation
- Financial modeling for valuations
- Post-merger integration accounting
Our CFO Governance Framework
We apply a clear governance model to ensure transparency, accountability, and executive alignment across all finance operations.
Policies
Documented accounting, reporting, controls, and close policies.
Controls
Control matrix with sign-offs, reconciliations, approvals, and ownership.
Cadence
Weekly check-ins, monthly reviews, and quarterly strategy sessions.
Documentation
SOPs, templates, trackers, dashboards, and reporting packs.
Tools & Technology
Deliverables
Monthly Close Pack
TB, BS, P&L, reconciliations, adjustments, variance analysis
CFO Dashboard
Cashflow, burn, runway, revenue KPIs, financial insights
Board Deck
Executive summaries, KPIs, commentary & insights
Control Matrix
SOPs, controls, responsibilities, workflows
Audit Prep Files
Supporting schedules, documentation, PBC lists
Success Stories
SaaS Company — Turned Finance Chaos into Clean Close
Revenue recognition errors, unreconciled ledger balances, and no month-end structure.
- 6 years of data cleaned in 8 weeks
- Close reduced from 15 days to 4 days
- CFO dashboard delivered for daily decisions
PE-Owned Manufacturing Firm — Investor-Grade Reporting
Private equity required strict controls and unified KPIs across business units.
- Implemented SOPs & control framework
- Built unified reporting pack for investors
- Resolved major audit findings
Pricing Models
Fractional CFO Retainer
Dedicated monthly engagement with recurring deliverables.
Controller + Team Bundle
Controller + accounting ops + reporting analyst.
Project-Based
Great for clean-ups, audits, and restructures.
Frequently Asked Questions
Yes — we can serve as both depending on your needs.
We support audit preparation, PBC lists, and audit coordination.
Yes — we build CFO dashboards, investor dashboards, and automated reporting.
Ready to Bring CFO-Level Oversight to Your Finance Function?
Get a free consultation with our finance leaders. We’ll assess your current finance setup and propose a structured CFO + Controllership roadmap tailored to your growth.
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