Portrait of Ashley Grant
Priority placement
Fictional demo profile
Dallas, TX
Available 1-2 days per week
Predictive IndexStrategist
DISCC/D
Kolbe A8-4-3-2
Board Builder
Financial Strategist
Post-acquisition finance cleanup

Ashley Grant

Calm, board-ready finance leadership for companies growing out of founder-led reporting.

Finance leader for founder-led services and software companies entering their next operating cadence.

Commercial fit

Monthly retainer from $8k

Availability

Available 1-2 days per week

Delivery mode

Hybrid

Operator summary

Ashley partners with CEOs who have outgrown spreadsheet finance and need an operator who can install rhythm without slowing the company down. She is at her best in companies that are operationally solid but financially under-instrumented.

Her work typically spans forecasting, pricing decisions, KPI architecture, and investor readiness for companies between $3M and $30M in revenue. She tends to start by tightening cash visibility and simplifying the weekly operating review.

On the interpersonal side, Ashley is known for being measured, direct, and unflustered with founders who want finance clarity without bureaucracy.

Best-fit engagements

  • Post-acquisition finance cleanup
  • Pre-raise operating cadence
  • Interim CFO leadership bridge

Career highlights

  • Former VP Finance at a PE-backed home services rollup
  • Built FP&A and board reporting for a vertical SaaS operator
  • Led lender and investor reporting through a recapitalization cycle

Why companies shortlist this profile

Commercial clarity

Monthly retainer from $8k with available 1-2 days per week gives companies a clean first read on fit.

Responsiveness

Usually responds within one business day helps companies move more quickly once the fit looks right.

Best-fit mandate

Post-acquisition finance cleanup is the kind of engagement where this operator is likely to be most useful.

Leadership signal

Board Builder
Financial Strategist

Top 5 CliftonStrengths

Strategic / Strategic
Analytical / Strategic
Responsibility / Organizational
Deliberative / Organizational
Focus / Organizational

Color bands map to Strategic, Influence, Relationship, and Organizational domains.

CCAT results

CCAT verbal

16

CCAT math / logic

17

CCAT spatial

12

CCAT overall

45

Assessment signals

Predictive IndexStrategist
DISCC/D
Kolbe A8-4-3-2

Self-reported assessment results can help companies quickly gauge working style, communication pace, and leadership fit.

Source documents

No source documents have been shared on this profile yet. When an executive chooses Show, Gallup, Culture Index, Visionary / Integrator, and CCAT files will appear here.

Commercial profile

Rate: Monthly retainer from $8k

Experience: 16 years experience

Based: Based in Lake Highlands, Dallas

Engagement style: Hands-on for the first 30 days, then moves into a steady operating cadence.

Response time: Usually responds within one business day

Delivery mode: Hybrid

Travel fees: Virtual work is included. In-person sessions and approved travel are billed separately at cost.

Strengths

  • Cash runway and forecasting models
  • Board and lender reporting
  • Pricing and margin visibility

Credentials and working style

Credentials

  • CPA
  • Board reporting and lender package design
  • Pricing and margin model rebuilds

Working norms

  • Prefers a standing CEO finance sync each week
  • Builds simple dashboards before complex analytics
  • Comfortable with remote-first teams and in-person planning days