Elevate Financial Operations to Fuel Growth
The Office of the CFO operates at the intersection of strategy and execution, and with CXO Partners, your financial leadership team gains the tools, expertise, and guidance needed to thrive.
Our Office of the CFO Services Deliver:
- Strategic Financial Alignment: Ensure every decision reflects your growth priorities.
- Operational Efficiency: Streamline accounting, budgeting, forecasting, and reporting across support functions.
- Scalable Growth Enablement: Position your organization for capital raises, debt restructuring, and other pivotal milestones.
- Governance and Transparency: Enhance internal controls, compliance, and Board-level accountability.
Why work with us
Proven C-Suite executives; 25+ years
Stabilizing presence to fill leadership gaps
Low-risk, agile service model
Referral-only CFOs and executives
Full-Service Office of the CFO Capabilities
The Office of the CFO isn’t just one person—it’s a team of professionals working together to drive financial clarity, improve processes, enable growth, and support high-level decision-making. From the CFO managing Board of Director relationships and steering the Audit Committee, to controllers, FP&A experts, and treasurers handling day-to-day operations and strategy execution, every role within this function plays a pivotal part in shaping outcomes.
CXO Partners invests deeply in supporting the entire ecosystem of the CFO’s office. Whether you’re navigating fundraising, executing M&A, optimizing cash flow, or preparing for Board-level reporting, our team of senior finance leaders delivers customized, results-driven expertise at every level. Together, we help finance become a true enabler of organizational success.
Specialized Support for Every Key Role
The Office of the CFO spans strategic leadership and operational precision. CXO Partners provides the expertise necessary to empower every function within this essential team:
Chief Financial Officer (CFO)
As the top financial executive, the CFO oversees enterprise strategy, shapes capital allocation priorities, and serves as the key liaison for stakeholders like investors, lenders, and the Audit Committee. CXO Partners helps fractional and permanent CFOs refine their focus on Board reporting, compliance oversight, risk management, governance, and value creation strategy—all while aligning financial vision with corporate goals.
VP of Fianance
The VP of Finance bridges strategy and execution, supporting the CFO with actionable insights, financial modeling, and cross-departmental collaboration. We help VPs of Finance streamline forecasting and strategic decision-making to ensure they remain effective partners to the executive leadership team.
Corporate Treasurer
Treasurers play a critical role in managing liquidity, optimizing the company’s capital structure, overseeing risk mitigation, and ensuring timely funding. Our experts assist treasurers in crafting cash management strategies, designing debt and equity plans, and building contingency preparedness to protect the organization’s financial health in uncertain times.
Controller
Controllers act as stewards of the organization’s accounting function—ensuring accurate financial reporting, compliance with regulations, and proper internal controls. CXO Partners supports controllers in building efficient, tech-enabled workflows to deliver audit-ready financials and actionable data for senior leadership.
Accounting Managers
From handling day-to-day bookkeeping to addressing regulatory deadlines and creating financial reports, accounting managers play a crucial role in maintaining financial hygiene. CXO Partners helps accounting managers streamline processes, reduce inefficiencies, implement accounting technology, and maintain compliance at all levels.
FP&A Professionals (Financial Planning and Analysis Team)
FP&A teams are essential partners in forecasting, scenario planning, and delivering insights that drive strategic initiatives. CXO Partners equips FP&A professionals with tools, methodologies, and hands-on support to turn data into actionable recommendations, fueling confident decision-making across the organization.
Board-Level Accountability and Governance
For CFOs, Board-level responsibilities are increasingly critical in today’s environment. CXO Partners ensures CFOs are fully equipped to address the demands of key assignments, such as the Audit Committee, to deliver clear and comprehensive reporting, and maintain proper governance.
Audit Committee Preparation
Ensure accurate and audit-ready reporting, detailed disclosures, and proactive risk mitigation strategies to maintain stakeholder confidence.
Investor and Lender Engagement
Develop clear, data-backed communications to strengthen relationships and secure access to capital.
Governance & Compliance
Implement robust policies, controls, and reporting aligned with regulatory requirements and stakeholder expectations.
Executive Visibility & Risk Management
Help CFOs identify potential vulnerabilities and establish mitigation plans that align with the Board’s long-term goals.
Private Equity & Investor specialty services
CXO Partners also supports Private Equity firms and PE-backed firms with services ranging from deal sourcing through investment, onboarding, integration and exit.
Transaction Assistance / M&A Readiness
Full buy-side and sell-side support, including Readiness (e.g. Cash to GAAP Conversions, Revenue Recognition and Restatements, Departmental Margins, Developing Forecasts); Due Diligence; Integration; Quality of Earnings remediations, and Working Capital issues and fixes.
On-Demand, Outsourced Operating Partner Capabilities
We extend or augment operating partner capabilities and assist those without a mature operating partner model.
Our Team
Mike Casey
Len Cuoco
Bill Keneally
Michael Levine
Mark Livingston
Ebook
Board of Directors Management
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What our clients say about us
Our company was acquired by Oracle. [CXO Partners] was a key player in helping to get that accomplished. They are very much integrated into our leadership team.
— Diego Pantoja-Navajas,
Founder & CEO, Logfire
The [CXO] team transformed our professional services offerings and accelerated our ability to scale. They also provided expert M&A due diligence and guidance leading to our successful exit.
— Bonz Hart, CEO, Meridium
We leveraged [CXO Partners] CFO services to grow. They helped us package two businesses that led to successful M&A exits. I can’t recommend them highly enough.
— Alexei Rojanets, President & CCO, Aptitude Health
Insights
Next Steps
Review the capabilities of our team members, and schedule a call to discuss how we can assist you now.