A Fractional CFO & Financial Health Dashboard to Help You Operate
Your Graphite CFO and finance team will be a seasoned finance professional with years of experience helping startups raise, grow and scale. Whether you need a financial model built and maintained, help fundraising, or just general fractional CFO support, we have you covered.
- Fractional CFO
- Financial Health Dashboard
- Refine Chart of Accounts
- Fundraising Support
- Financial Reporting
- Budgeting
- Financial Model Build
- Scenario Analysis
- Forecasting
- Diligence Assistance
- Board Meeting Preparation
- Ad Hoc Support
List of Services:
Fractional CFO
Refine Chart of Accounts
Financial Health Dashboard
Fundraising Support
Financial Reporting
Budgeting
Financial Model Build
Scenario Analysis
Forecasting
Diligence Assistance
Board Meeting Preparation
Ad Hoc Support
How it Works
We are your long-term growth FP&A and/or CFO partner. With most other fractional CFO firms, their teams are working with 20, 30….sometimes up to 50 clients at a time. We are the opposite side of the spectrum. At Graphite, the finance team or CFO we allocate to you is only working with a handful of clients at a time, so they can be high-touch and very embedded in your company, just like an in-house CFO would.
Financial Health Dashboard
Your finance team takes a thorough deep dive into your business operations and creates a customized financial model & financial health dashboard.
Fundraising Support
We help you keep clean, audit-ready books, provide you robust financial reporting, and help you through things like raising money, dealing with your board, etc.
We Scale With You
We act as your full-service finance firm, growing with you over time…we’ve yet to meet our match in terms of scale.
Long Term Partner
We become your long-term CFO support, helping you grow your startup and eventually helping you through your exit.
Graphite was quite literally the best value add service I have received from any investor. I can’t recommend them enough.
— Rami Essaid, Founder, Distil Networks
Free Startup Resources
Financial Model
Free Financial
Model Template
Chart of Accounts
Free Chart of Accounts Template
Month-End Close
Free Month-End Close Checklist
Tech Stack
Download our Accounting Tech Stack Guide
Our Leadership
Paul Bianco
Founder, CEO
Former VC @ ff Venture Capital, Investor in Plated and Distil Networks
Jocelyn Wilson
COO
15+ years of accounting & operations experience in both public accounting & private startups
Chris Mossa
Chief Strategy Officer
Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups
Josh Leider
Head of Growth
Previous Co-Founder & CMO of MeditationWorks and TempoRun
Benjamin Friedman
Head of Customer Success
20+ years’ ops & finance experience with fast-growing companies, including five successful M&As
Sean Bies
Managing Director, Client Services
Experienced Controller working with eCommerce startups and fortune 500 companies
Sam Patel
Managing Director, Client Services
Accomplished Controller, 15+ years accounting experience
Heather Fipps
Managing Director
Experienced Controller with 16+ years in accounting leadership
Halsey McKinney
Partnerships & Growth
5+ years of startup experience in VC, partnerships & growth. Co-Founder & CEO of Havaday.
Donny Tyra
Director, Technical Accounting
Experienced CFO, 25+ years of accounting experience
Lisa Capparelli
Director, Tax
Former Partner with Public Accounting Firm, 25+ years of experience
Didier Jupillat
Director
Experienced CFO, 18+ years accounting & finance experience, MBA Wharton
Jena David
Senior Manager
Accomplished Controller with 12+ years experience in Public & Private Accounting
Celeste Garrett
Senior Manager
Accomplished Controller, 25+ years experience with start-up companies to Fortune 500
Pawel Wierzchowiec
Senior Manager
Accomplished Controller with experience working in manufacturing, eComm, IT Services & SaaS
Mark Bezney
Senior Manager
Seasoned MBA & accounting leader with years of experience across several industries
Andrew Brush
Manager
8+ years of experience in Public & Private Accounting, Controller, and Finance focused roles
Chris Schuette
Manager
12+ years of accounting and finance experience across multiple industries
Helen Colon
Manager
15+ years of accounting and finance experience in numerous industries
Bonnie Forte
Manager
Accomplished Enrolled Agent with 20+ years of experience in tax, accounting and finance
Sally Huang
Manager
Accomplished Accountant with 7+ years experience in Public & Private Accounting
Connor Anderson
Manager
Masters in Accounting from UCF, with several years of experience in accounting
Lorraine Medina
Manager
Accomplished Accountant with 12+ years experience in Public & Private Accounting
Elena Perez
Manager
20+ years of accounting experience across various industries
Locations: NYC HQ / ORL / TPA / DAL
With offices all across the country and clients worldwide, we cast a wide net.
What We Do | Services | Our Team | Financial Model | Partnerships | Careers | Resources | Disclaimer | Contact
GRAPHITE FINANCIAL | 228 PARK AVE S #85447 NEW YORK, NY 10003, UNITED STATES | HELLO@GRAPHITEFINANCIAL.COM
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