Are you wondering ...
WHAT EXACTLY IS A FRACTIONAL CFO?
AND HOW DOES IT DIFFER FROM MY ACCOUNTANT?
Let me explain
Capitis Advisors focuses on providing strategic support, fractional CFO, or project consulting to assist your business in making informed decisions regarding growth, competitors, or meeting challenges. Having experience in regulatory banking and at the Fortune 300 as well as small spin-off levels, the perspective combines the advantages of these settings to best fit your situation.
Serving as an executive across an organization from Finance to Operations to Sales providing proactive solutions, the complete impact of decisions, and preparing for What Comes Next.
Specializing in modeling, pricing, audit and risk, operational assessments, and budgeting, while reinforcing your legal, IT, and HR functions. Also bringing expense management, redundancy, and analysis for savings, along with leveraging and improving your ERP experience. Capitis truly enjoys interacting and impacting all aspects of a small firm.
Scott Geller, Managing Partner, is a results-oriented, highly motivated Finance Chief with twenty years of unique experience. Scott has bank regulatory, audit, risk, and financial planning background at a large insurance company (Genworth Financial). Scott then served as the Chief Administrative Officer at a small technology and services Allianz company, Fusion Company. While at Fusion, Scott was responsible for CFO responsibilities including budgeting, pricing, planning, reporting, and accounting in addition to ERP, contracts, IT security, and office operations. Scott was deeply involved in a support and leadership capacity at Fusion from the initial spin-off from Allianz through the trials of creating an independent company, and preparing for and reacting to a new market. Scott then guided Fusion through the activities around insourcing Fusion’s capabilities and platform back in to an Allianz parent company, while winding down services with non-Allianz clients. His financial expertise at Capitis Advisors specializes in strategic positioning, modeling, pricing, and strong fiscal management with a different perspective from a risk and operational process background.
“Scott stepped in at an optimal time and early growth stage for Covintus, but we needed assistance in planning for the future to realize our potential. His immediate value was providing an actionable set of metrics allowing the team to measure our current situation and eventually develop goals critical for growth. The specific feature I valued was his flexibility of not just being a fractional CFO, but leaning in as a fractional executive whether it was sales, finance, operations, or coaching across the business. I would absolutely recommend or refer Scott to any growing company needing structure or scaling direction through his fractional services."
NICK BAWA / CEO and CO-FOUNDER / COVINTUS
“My team and I worked directly with Scott to develop the yearly budget for infrastructure. Scott asked the tough budgeting questions and was always fair with my team on determining the budget. I also worked closely with Scott in two other areas: commercial pricing models and legal contract review. I worked with Scott to develop fixed and variable costs that he utilized in the commercial pricing models he created. We also worked together in contract review to understand technical feasibility of client requests. In all instances, whether it was budgeting, commercial pricing, or contract review, Scott was always fair but he also always looked after the best interest of the organization first."
RANDY HILL / CIO, CTO / FUSION COMPANY
“Scott and I worked collaboratively at Fusion, an Allianz Company for 7 years and I found him a conscientious and very hard working professional. One of the main reasons Scott and I have been successful co-workers on almost every project that the company entrusted us with is his ability to delve into details. In his role as our Finance Officer, he came across many challenges and tackled them head-on with success. Scott has an innate ability to chart out our limitations."
TIFFANY FORTUNE / CHIEF PEOPLE OFFICER, CHRO / FUSION COMPANY
“I had a very specific project request of Scott to review and assess a complex financial model and two things stood out to me working with him. First, Scott did his homework, which facilitated more thoughtful discussions from the start. When we were discussing the idea and proposal, Scott researched the industry and found relevant sources that I believe helped him get up to speed on what I needed quickly. Second, I appreciated Scott's professionalism in being prepared to help and ramp up quickly when I was ready. I enjoyed working with Scott and hope there are opportunities to work together in the future."
SEAN BRAZIER / STARTUP FOUNDER
“The idea of hiring a fractional CFO was new to us, but we quickly realized the value that Scott brought to the business. He worked with us to prioritize his approach based on our needs and immediately started to tell our story in a new light. We now better understand our profitability drivers, setting us up to plan better for our future. We are excited about our continuing relationship with Scott and how he will drive our growth and success. Reach out to Scott if you are a small business looking for someone to improve your financial sense and help guide your future."
JUSTIN ETHERIDGE / CEO and CO-FOUNDER / SIMPLE THREAD