Fractional CFO & FP&A Strategist
I install financial certainty in capital-intensive businesses.
Predictive forecasting, disciplined cash governance, and board-ready decision support for CEOs who need a finance leader—not a bookkeeper.
Who This Is For
Built for founders who need financial certainty
If you're running a growing business without a full-time CFO, I'll install a forecasting system, automate the monthly grind, and create predictable owner income — without starving growth.
Predictable cash flow
Rolling 13-week + 12–18 month models that eliminate guesswork.
Faster decisions
Board-ready reporting and KPI dashboards built for speed.
Reduced financial noise
Close automation and variance discipline that cut cycle time.
Luis turns data into decisions—bridging finance and strategy with uncommon clarity.
Pedro Motta — EVP & CFO, Silver Airways
How I Help
Productized engagements.
Measurable results.
No retainer ambiguity. Each engagement is scoped around a specific financial outcome your business needs right now.
Fractional CFO Advisory
Board-level finance leadership without the full-time overhead. Cash-flow strategy, capital planning, and decision support.
FP&A System Buildout
Driver-based forecasting, rolling models, and variance analytics. Predictive visibility your team can trust.
Income Replacement Planning
Design reliable, distributable owner income with liquidity buffers, working-capital discipline, and scenario controls.
Finance Automation
Power BI dashboards, close and reporting automation, and data hygiene that cuts cycle time and errors.
Turnaround & Restructuring
90-day cash triage, opex playbooks, and lender-ready reporting to stabilize and reset the business.
Executive Workshops
Hands-on sessions for founders and finance teams on forecasting, cash governance, and AI in FP&A.
Free Resource
FP&A Playbook & Cash Buffer Calculator
A practical guide to install rolling forecasts, set variance guardrails, and define a safe monthly owner draw using a buffer, not guesswork.
Download the PlaybookInsights
Practical frameworks on forecasting, automation, and cash governance.
What Defines a High-Performance FP&A Team?
The difference between a cost center and a strategic partner comes down to three operational disciplines most finance teams skip.
Machine Learning Applications in Budget Forecasting
How mid-market finance teams are using ML to move from static budgets to adaptive, driver-based models.
Why Every CFO Should Embrace Process Automation
Automation doesn't replace financial judgment — it clears the path so judgment can be applied where it matters.
Ready to Begin
Ready to install financial certainty?
Let's design a forecasting system, cash policy, and reporting cadence that make income predictable and decisions faster.