Fictional demo profile
Plano, TX
Felicia Ramos
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Executive summary
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.
Known for created a cleaner investment and reporting narrative ahead of a strategic review and acquisition conversation.
Core capabilities
- Board reporting
- Forecasting
- Pricing and margin visibility
- Cash planning
- Finance
- Strategy
Education and credentials
Education
- B.B.A. in Accounting or Finance
- Finance leadership coursework
Credentials
- Board reporting
- Forecasting
- Pricing and margin visibility
- Cash planning
Experience
Fractional CFO
Ramos Advisory
2022-Present
Plano, TX
- Created a cleaner investment and reporting narrative ahead of a strategic review and acquisition conversation.
- Advises Healthcare Services and Private Equity teams on finance and strategy mandates.
- Supports companies that need CFO and CSO coverage without a full-time executive.
VP Finance
Ramos Group
2017-2022
Plano, TX
- Brings calmer finance leadership and sharper decision support to founder-led and lower middle-market teams.
- Built clearer leadership cadence around finance and strategy.
- Improved visibility for healthcare services operators under growth pressure.
Director of FP&A
Ramos Partners
2012-2017
Plano, TX
- Created more useful executive reporting for private equity leadership teams.
- Strengthened accountability across forecast discipline and executive reporting.
- Delivered steadier execution during board-ready finance cleanup.