Fractional CFO & Strategic Finance Consulting
Services
At Funk Financial engagements are tailored to where you are and what you need, from ongoing fractional CFO and Strategic Finance support to focused project work.
Fractional CFO Services
Board & Investor Relations
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Board meeting preparation and presentation
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Investor reporting and communications
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Fundraising support and data room management
M&A and Transaction Advisory
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Sell-side preparation and positioning
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Due diligence management
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PE integration support
Strategic Planning
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Annual operating plan and goal setting using OKR methodology
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Long-range financial planning
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Capital allocation and investment decision guidance
Strategic Finance Services
Financial Modeling & Forecasting
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Driver-based revenue forecasting
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Scenario modeling and sensitivity analysis
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Expense forecasting and headcount planning
Pricing & Revenue Strategy
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Pricing model design and analysis
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Packaging and tier optimization
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Revenue retention and expansion strategy
Metrics, Reporting & Profitability
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Operating metrics and KPI development
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Cash flow management and liquidity planning
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Unit Economics and margin analysis
What You Can Expect
A Finance partner, not a vendor - Someone who understands your business, sits in your leadership conversations, and gives you honest advice — not a report delivered once a month.
Flexible engagement - Whether you need ongoing CFO support or help with a specific project, engagements are structured around what you actually need.
Senior experience from day one - 15 years inside SaaS companies means I know what good looks like and can move quickly without a long ramp-up.
A small client roster by design - I work with a limited number of clients at a time so you get real attention, not a junior team member running your account.
Clarity on what matters - Better models, cleaner metrics, and reporting that tells you where the business is going, not just where it has been.
No Surprises - If I see a problem, you will hear it from me immediately before it becomes a bigger problem
About
Meet Aaron Funk
I've spent the past 15 years of my career as a finance leader inside B2B SaaS companies, not advising from the outside but doing the work. I built models before board meetings, redesigned pricing with the product team, and navigated PE acquisitions and carve-outs while keeping the business running.
At Constant Contact, I served as Senior Director of FP&A through a private equity acquisition and the carve-out of a $400M+ business. It was one of the more operationally complex finance challenges I have faced, and it sharpened how I think about financial structure, reporting, and accountability.
At Genesis Digital, I served as VP of Finance and acting CFO, where I led a sell-side M&A process with investment bank GP Bullhound. That experience of owning the narrative, managing the data room, and coordinating with advisors through a live transaction is something I bring directly to clients preparing for a capital raise or exit.
I started my fractional CFO practice because I believe founders deserve that level of experience without having to wait until they can afford a full-time CFO. I work with a small number of clients at a time, which means you get real engagement, not a template.
I live in Natick, MA with my wife Janel and our three kids.
Education