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Fractional CFO, FP&A and board-ready FP&A support

CFO-level thinking on forecasts, performance and cash

Numerroo is a finance and FP&A lab led by an MBA-qualified finance and technology leader with more than 20 years' experience in commercial finance, FP&A and finance transformation. We work with CEOs, founders and CFOs who want rolling forecasts, sharper board packs and calmer cash conversations. Some clients use us as a fractional CFO, others as a focused FP&A partner alongside an in-house CFO.

What we focus on

  • Rolling forecasts and scenarios
  • Board-ready performance reporting
  • Cash flow, margin and runway visibility

How we work

  • Short, outcome-based engagements
  • Hands-on and practical, not theoretical
  • Use of automation and AI where it helps

Proof of thinking

Talk about your CFO and FP&A challenges

Prefer to browse first? Jump to the services below and see what best fits your team.

Service menu

Choose a way of working that fits where you are now

All services are designed to be modular. We can start small, prove value quickly and expand only if it is clearly working for your team.

FP&A Advisory and Fractional CFO SupportRolling Forecasting and PlanningReporting, Dashboards and Board PacksCustom Tools, Data and Automation

FP&A Advisory and Fractional CFO Support

CFO-level support for forecasts, board packs and cash, without committing to a full-time hire. Used either as a fractional CFO or as senior FP&A backing for your existing CFO or finance lead.

What is included

  • Fractional CFO-style involvement in your monthly or quarterly exec and board rhythm.
  • Ownership or co-ownership of rolling forecasts, board packs and key performance metrics.
  • Structured forecast and budget reviews with clear challenge on assumptions, risk and trade offs.
  • Coaching for finance and business leaders on telling the story behind the numbers.

What you get

  • A clear CFO-level view of revenue, margin and cash runway.
  • Board and leadership discussions that focus on options and decisions, not just past results.
  • Less time spent in pre-board spreadsheet panic and more time preparing the narrative and plan.
  • Clarity on if and when a full-time CFO appointment makes sense for your organisation.
Fractional CFO, without the full-time hire
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Rolling Forecasting and Planning

Rolling, driver-based forecasts that tie directly to your pipeline, headcount and cost base. Designed for quick what if conversations with CEOs, CFOs and boards.

What is included

  • Map revenue, cost and headcount drivers that actually move your P&L and cash.
  • Design and build a 12 to 24 month rolling forecast in Excel, Google Sheets or Numerroo Forecasts.
  • Set up a simple monthly or quarterly forecast cadence with clear owners and deadlines.
  • Add practical scenarios for growth, downside, hiring and investment decisions.

What you get

  • A forecast that leadership trusts and uses as a living tool, not a one off budget.
  • Faster answers to questions like what if we hire, win or lose a major client, or change pricing.
  • Early warning on runway, covenants and cash pinch points before they become issues.
  • A planning rhythm that links strategy, operating drivers and financials in a straightforward way.
Rolling, driver-based planning
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Reporting, Dashboards and Board Packs

Board and management reporting that gives a clean line of sight from P&L to cash and drivers, with dashboards that are simple enough to be used every month.

What is included

  • Review of current reports, decks and commentary with key stakeholders.
  • Redesign of board and management packs to focus on decisions, trade offs and trends.
  • Aligned P&L, gross margin and cash views that reflect how the business is actually run.
  • Dashboards in Power BI or spreadsheets that support the board pack story, not compete with it.

What you get

  • Shorter, sharper packs that non finance leaders can absorb quickly.
  • A consistent story from revenue and margin through to cash and operational KPIs.
  • Less manual cut and paste reporting work before each meeting.
  • Board and investors who feel better informed and more confident in leadership grip on the numbers.
Board packs that people actually read
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Custom Tools, Data and Automation

Small, targeted tools and automations that reduce data prep time, improve data quality and make it easier for finance to partner with the business. Often where AI and Numerroo lab work show up first.

What is included

  • Map current data flows from source systems into models, reports and board packs.
  • Rationalise fragile spreadsheets and one off models that create risk and confusion.
  • Introduce automation and AI-assisted workflows for data prep and first draft commentary.
  • Work alongside your internal IT or data team, using your existing stack wherever possible.

What you get

  • Cleaner, more reliable data feeding your forecasts and reporting.
  • Shorter month end and forecasting cycles with fewer manual steps.
  • Finance team time shifted from wrangling exports to analysing performance and advising the business.
  • A practical path to more advanced tooling without a risky, all in re-platform project.
Targeted tools, not a full re-platform
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Not sure which service fits?

Share a bit about your current forecast, reporting and cash challenges, and we will suggest the smallest useful next step. That might be a short engagement, a template, or simply pointing you to a case study or article. Get in touch.

How engagements usually run

A simple, three step way of working

There is no cookie cutter playbook, but most work follows a similar arc. We understand how decisions get made today, fix the worst friction in the forecast and reporting loop, then tidy up the stack so it keeps running once we are gone.

  1. 1

    Diagnose how decisions and numbers connect today

    Short, focused conversations with the CEO or founder, finance team and a couple of budget owners. We map where numbers come from, where they get stuck, and what good would look like in the next 12 to 18 months.

  2. 2

    Fix the biggest friction first

    We pick the smallest piece of work with the biggest payoff, for example a rolling forecast, a board pack rebuild, or a clear cash runway view, and deliver it in weeks, not quarters. Automation and AI are used where they reduce cycle time and noise, not for their own sake.

  3. 3

    Stabilise, hand over, then extend if useful

    We document what we have built, train the finance and operations teams, and help embed the new rhythm. If it is working and you want more, we extend into the next logical piece. If not, we step back and stay on call as a fractional CFO or FP&A partner.

Where Numerroo fits best

Numerroo is a good fit if you:

  • Want CFO-level thinking applied pragmatically to your current tools, not a forced re platform.
  • Care about rolling forecasts, decision useful board packs, and clear visibility of margin and cash, not just compliance.
  • Are open to using automation and AI where they genuinely reduce friction for your finance and leadership teams.

If that sounds like you, book a short, no pressure conversation and we will quickly work out whether there is a useful piece of work here.

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