Fictional demo profile
Dallas, TX
Ashley Grant
Resume view for this executive profile. Review the background, role history, and operating scope before requesting an introduction.
Executive summary
Fictional demo CFO profile with a track record of helping founder-led and PE-backed companies move from reactive reporting into disciplined finance operations.
Known for quickly establishing cash visibility, building concise board materials, and tightening KPI hygiene without layering in unnecessary bureaucracy.
Core capabilities
- Board and lender reporting
- Forecasting and runway planning
- Pricing and margin analysis
- Monthly close and finance cadence
- Investor readiness and data room prep
- Finance team coaching and interim leadership
Education and credentials
Education
- B.B.A. in Accounting, The University of Texas at Austin
- Certified Public Accountant (Texas)
Credentials
- CPA
- Board reporting and lender package design
- Pricing and margin model rebuilds
Experience
Fractional CFO
Grant Finance Advisory
2021-Present
Dallas-Fort Worth
- Built weekly cash and KPI reporting for a professional services platform growing from $6M to $18M ARR.
- Reworked pricing and gross margin visibility for a field services operator ahead of lender diligence.
- Supported founder and board communications during a recapitalization process with cleaner reporting packs.
VP Finance
Northway Home Services Group
2017-2021
Dallas, TX
- Standardized branch reporting across acquired entities and cut reporting lag from 21 days to 7 days.
- Introduced scenario planning models that improved hiring and equipment decisions during rapid expansion.
- Led lender covenant reporting and board narrative for a multi-location operating business.
Director, FP&A
SignalForge Software
2013-2017
Plano, TX
- Built recurring revenue dashboards and forecast models that became the operating baseline for leadership.
- Partnered with sales and customer success leaders on retention, expansion, and contribution margin analysis.
- Prepared executive reporting for fundraising and annual strategic planning.