Pivotal.
Strategy
A senior finance leader in your corner, without the full-time hire.
Strategic finance, on your terms
There's a stage in every growing business where where the existing finance resource, however capable, isn't quite enough, but a full-time CFO isn't quite the right move yet. That's exactly where we come in.
We embed into your business as a fractional CFO, attending board and senior leadership meetings, shaping business and financial strategy, building long-term and short-term forecasts, defining and refining KPIs all whilst keeping a keen eye on risk. We're not advisors who parachute in once a quarter, we're an integral part of your team.
Between CFOs? We've got you
For businesses that find themselves without a CFO, whether through departure, growth or a planned transition, we provide experienced cover that keeps the finance function moving and the strategy on track. Some businesses use this as a bridge while they consider their options. Others find that the fractional model is exactly what they need long term. Either way, there is no pressure, we work to whatever timeline makes sense for you.
Supporting your existing team
If you have an in-house finance team, we don't come in to replace them. Developing and mentoring finance teams is something the team bring deep personal experience to. We work alongside your existing people, raising their game and filling the senior layer above them, so you keep the institutional knowledge you've already built while giving the team the leadership and development they need to grow with the business.
What Pivotal Strategy covers
Financial strategy that supports your business strategy
Board-level reporting and insight
KPI development and tracking
Risk management
Annual budgeting and forecasting
Quarterly goal-setting
Interim CFO cover
In-house finance team development
Is Pivotal Strategy right for you?
Pivotal Strategy is the right fit if your business has reached the point where financial leadership matters but a full-time CFO hire isn't quite right yet. It's also the natural next step if you already have Pivotal Foundations in place and are ready to add strategic oversight on top.
Looking for something different? Explore our operational and transactional services below.
We become your financial engine room, working hard behind the scenes, ensuring your company has clean books, actionable reporting, and the right systems in place.
For businesses that need the day-to-day finance function handled properly, so that the strategic work can be built on solid ground.
When the big moments arrive, you need someone who has been there before.
For businesses preparing for a fundraise, navigating an acquisition or planning for exit, we provide hands-on, project-based support through the milestone moments that define your business.
Let’s
Talk.
Not sure which service is right for you?
Book a no-obligation discovery call with the Pivotal Finance team and we’ll help you work it out.