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 you need more than a bookkeeper, 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 a working 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 interim cover. We maintain strategic continuity and keep the finance function moving while you take the time to find the right permanent hire.
Supporting your existing team
If you have an in-house finance team, we work alongside them, mentoring, supporting and raising their game as the business scales. You get the senior layer on top without losing the institutional knowledge you've already built.
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.