Finance and operations leadership experience
Fractional CFO support, playbook sprints, and practical operations help
Financial clarity and operational follow-through for growing businesses.
Nexera works with founders and leadership teams who need stronger cash visibility, better reporting, and cleaner systems before a full-time executive hire makes sense.
20 years in finance and operations leadership. Experience from startup stage through companies above $50M in annual revenue. Start with the support that fits the work in front of you.
Support across early traction through mid-market complexity
Best fit when owners are still carrying too much finance and operations load themselves
Best fit when reporting, systems, and accountability need to catch up to the pace of growth
Choose the best way to start
Start where the business is stuck
Need ongoing CFO guidance, a scoped roadmap, or support across systems and operations? Start with the path that matches the decision in front of you.
Start with the work blocking decisions.
Keep the first step practical: define the problem, focus the scope, and move the business forward without overcomplicating the engagement.
- Start with the bottleneck that is slowing down reporting or execution
- Keep the initial scope tight enough to get traction quickly
- Expand into deeper finance, people, or systems work only if the business needs it
Fractional CFO leadership without the full-time hire.
Bring in senior finance leadership when the business needs better visibility, steadier reporting, and sharper decision support now.
- Direct access to a CFO for strategic guidance
- Cash flow, forecasting, and KPI clarity each month
- Decision-ready reporting for owners and investors
- Flexible scope that scales with your business
- Access to trusted IT and people-ops support when the work crosses functions
Use our playbooks to frame the work first.
Use the playbooks to understand the issue, narrow the options, and arrive at a better first move before you commit to a broader engagement.
- Educational guides that help you pressure-test the problem independently
- Frameworks you can use with your own team before asking for outside help
- A cleaner handoff into a sprint or implementation project if you do want support later
Services
Lead with finance leadership, then add systems and automation support where it improves visibility, control, and follow-through.
Primary Focus: Fractional CFO & Finance Leadership
This is the core lane: cash visibility, reporting rhythm, planning discipline, and better financial decision support for growing businesses.
- Cash flow, runway, and forecast clarity tied to real operating decisions.
- Reporting owners, lenders, and investors can actually use.
- Senior judgment before a full-time finance executive makes sense.
Core Adjacent: Systems, Integrations & Automation
When reporting and execution are being held together by spreadsheets, handoffs, or disconnected tools, this is the next lane.
- Finance systems that match the business you are actually running.
- Automation that reduces manual reporting drag and avoidable errors.
- Tool and workflow cleanup that supports better visibility, not tech theater.
Business Finance and Operations Blog
Practical articles on cash flow, reporting, systems, hiring decisions, and the operating tradeoffs growing businesses run into.
A Data Warehouse Explainer for SMBs
A data warehouse is a central place to store important business data so reporting is more consistent, easier to review, and less dependent on manual spreadsheet work. It pulls data from the systems yo...
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The Hidden Cost of Manual Reporting
Manual reporting costs more than the hours spent in spreadsheets. It creates lag, inconsistency, decision fatigue, and a quiet dependence on the few people who remember how everything works. Many...
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Understanding Business Margins: A Practical Guide for Small Business Owners
Margins are essential indicators of your business’s financial health. They highlight where your money comes from, where it goes, and how efficiently your company operates. Mastering these metrics ...
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Pivoting Your Business After Federal Funding Cuts
This article was originally published in March 27, 2025. Considering the amount of web traffic that comes to this page, I decided an update for 2026 would be useful. There is a lot going on in the wor...
Read articleWhy leaders bring in Nexera
Nexera is strongest when the business needs numbers, systems, and execution to line up at the same time.
Seen the messy middle
Erin has supported companies from startup stage through organizations above $50M in annual revenue, which means the advice stays grounded in stage-appropriate decisions.
Built systems that stick
She led a customized ERP deployment for an engineering firm and trained more than 100 employees, so systems work is paired with adoption, not just setup.
Connects finance to operations
From public-sector finance roles to an automated weekly payments system for 3,000+ independent contractor sales agents, the work ties reporting to how the business actually runs.