About US - CFO Worx

ABOUT

We are agile group of people.
Constantly focused on growth and improvement

CFO Worx is a “roll up our sleeves” full-service finance consulting firm with a focus on fractional CFO and corporate finance service needs.

Our team offers expert fractional CFO services to elevate your financial strategy, help your company overcome challenges, accelerate growth, raise capital, increase shareholder value, and help your business succeed. Areas that CFO Worx excels:

Improve Reporting & Record Keeping
Create Long-Term Financial Strategy
Optimize Systems for Scalable Growth
Provide Long- & Short-Term Forecasting
Organize Historic Financials
Raise Capital (Debt and/or Equity)

Financial Health

Companies choose us to better understand the financial health of their company and enable them to make more informed business decisions. We offer affordable Fractional CFO Services for small businesses, typically $3-80 million in revenue, across industries. Turning the headaches of financial analysis and compliance into opportunities.

OUR TEAM

Executive Leadership

Brian Alvarez

CEO

CFO of the Year 2022, Tampa

Brian is an experienced CFO/CEO, investor in small businesses, and former Army Officer.

Relevant Professional Experience:
• CFO – Capital Raise ($100+ mm valuation), International Transfer Pricing, Financial Reporting &
Controls establishment, Audits, Financial Projections, Corporate Finance, Financial
Analytics
• CEO – IRS Audit, 4x Audit Lead, Pricing analytics, Vendor negotiations, Private Equity
Investor reporting
• Private Equity Associate – Financial modeling, Leveraged Buyout analysis, All phases of
Deal Flow, M&A negotiation.
• Investment Banking Associate – International Mergers & Acquisitions advisory,
structured debt advisory

Education:
• MBA, Finance – Harvard Business School – 2016
• Bachelors – Economics – United States Military Academy at West Point – 2009

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Cole Reasons Controller

Cole Reasons is an experienced financial consultant & controller with a track record of high-quality results for clients across a variety of industries.

Sydney Judy Operations Coordinator

Sydney Judy has an MBA in finance from Florida International University and is working towards her PHD in Information Systems at NOVA Southeastern.

Dolgorsuren CFO

Doyo, a Harvard graduate, is an accomplished professional with expertise as a Chief Financial Officer and Head of Institutional Sales.

Augustin Data Analyst

Augustin, an MBA graduate and Certified Data Analyst, boasts over a decade of experience in customer success and business units’ management.

Zamran Financial Consultant

Zamran is an accomplished financial consultant with expertise in Investment Banking and Corporate Finance. He assists entrepreneurs, startups, and SMEs with business plans, financial modeling, cash flow forecasting, valuation analysis, and fundraising.

Stephan Financial Consultant

Stephan, an ACCA qualified finance professional with a decade of experience in London, brings expertise in financial management, analysis, planning, and modeling.

Rodrigo Pezzi CFO

Rodrigo is a seasoned professional with 16 years of experience in management control and KPIs, specializing in financial analysis and project management. He excels in using Microsoft Excel and Power BI, and recently completed a Postgraduate degree in Knowledge Management and Business Intelligence at Nova IMS.

Paul McArthur Controller

Paul is a seasoned CPA and Corporate Controller with over 25 years of experience in financial management. He holds bachelor’s degrees in accounting and finance from the University of Toledo and later earned a Master’s in taxation. As a licensed Ohio CPA, Paul has completed over a thousand hours of continuing education.

Noah Stratton Controller

Noah, a seasoned financial leader, excels in driving organizational success through transformative strategies and meticulous budget management, with a proven track record in rescuing companies from financial distress and overseeing successful mergers and acquisitions. His expertise includes mentoring teams, implementing risk mitigation strategies, and optimizing financial operations for sustainable growth.

Dayna Salvia Controller

Dayna is a seasoned financial controller with extensive experience in managing financial operations, compliance, and treasury management. She has proven expertise in financial forecasting, budgeting, and the preparation of auditable financial statements. Dayna has significantly enhanced financial processes and systems in various sectors, demonstrating strong leadership and technical skills.

We are agile group of people. Constantly focused on growth and improvement

Financial Health

Executive Leadership

Brian Alvarez

We are agile group of people.
Constantly focused on growth and improvement