Felicia Ramos
CFO leadership for companies making bigger bets than their reporting currently supports.
Brings calmer finance leadership and sharper decision support to founder-led and lower middle-market teams. Best for companies making bigger bets than their reporting currently supports.
Commercial fit
Monthly retainer from $10k
Availability
Available 1-2 days per week
Delivery mode
Hybrid
Operator summary
Felicia steps into healthcare services and private equity teams that need cfo-level leadership without a full-time executive hire yet.
Brings calmer finance leadership and sharper decision support to founder-led and lower middle-market teams. Companies usually bring Felicia in for board-ready finance cleanup and pre-raise planning.
Felicia is known for created a cleaner investment and reporting narrative ahead of a strategic review and acquisition conversation. and for creating traction around forecast discipline and executive reporting.
Best-fit engagements
- Board-ready finance cleanup
- Pre-raise planning
- Interim finance bridge
Career highlights
- Former VP Finance in healthcare services.
- Known for tightening finance and strategy under pressure.
- Frequently brought in when teams need CFO and CSO coverage without a full-time hire.
Why companies shortlist this profile
Commercial clarity
Monthly retainer from $10k 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
Board-ready finance cleanup is the kind of engagement where this operator is likely to be most useful.
Leadership signal
Top 5 CliftonStrengths
Color bands map to Strategic, Influence, Relationship, and Organizational domains.
Assessment signals
Self-reported assessment results can help companies quickly gauge working style, communication pace, and leadership fit.
Source documents
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Commercial profile
Rate: Monthly retainer from $10k
Experience: 20 years experience
Based: Based in Plano
Engagement style: Works in focused bursts around board-ready finance cleanup and keeps leadership aligned with simple weekly decisions.
Response time: Usually responds within one business day
Delivery mode: Hybrid
Travel fees: Virtual work is included. Approved on-site days and travel are billed separately at cost.
Strengths
- Forecast discipline
- Executive reporting
- Commercial clarity
Credentials and working style
Credentials
- Board reporting
- Forecasting
- Pricing and margin visibility
- Cash planning
Working norms
- Weekly finance syncs
- Simple dashboards before complexity
- Clear owner-level decisions