In today’s fast-paced financial world, startups and growing businesses often find themselves in need of strategic financial advice without the commitment of hiring a full-time Chief Financial Officer (CFO). This is where fractional CFOs come in. Especially in New York, a hub for innovation and enterprise, fractional CFOs play a vital role in scaling companies efficiently. We’ve rounded up the top 8 fractional CFOs in New York who are making waves in the industry.
1. Matt Bud – The Financial Executives Networking Group
Matt Bud co-founded The Financial Executives Networking Group (FENG), one of the most influential CFO networks in the U.S., especially vibrant in the New York metro area. Matt is known for guiding executives through complex financial landscapes and strategic transitions.
2. Beth Bernstein – Bernstein CFO Advisory
With over 25 years of experience in financial leadership, Beth Bernstein provides strategic CFO services tailored for startups and growth-phase companies. She specializes in cost management, investor relations, and financial modeling.
3. Mark Schwartz – Schwartz Financial Services
Mark brings decades of financial and operational know-how, having served as fractional CFO for numerous venture-backed firms. His deep understanding of software-as-a-service (SaaS) business models and technology startups makes him a top pick in New York’s competitive tech scene.
4. Erica Peterson – Mosaic CFO
As the founder of Mosaic CFO, Erica brings a modern, data-driven approach to financial leadership. Her background in venture capital and experience in various industries (from fashion to biotech) helps clients approach their financial planning with both flexibility and rigor.
5. David Goldin – Capify and Biz2Credit Partner
Though better known for his fintech ventures, David also advises early-stage startups as a fractional CFO. He uniquely combines his entrepreneurial experience with deep financial expertise, giving businesses a pragmatic approach to growth and risk management.
6. Rob Kornblum – Fractional CFO NYC
Rob is a former venture capitalist and startup founder turned fractional CFO. What sets Rob apart is his coaching style and ability to integrate finance with culture and leadership guidance. He works closely with CEOs to build resilient financial infrastructures that scale.
7. Michelle Peters – Peters Financial Consulting
Michelle is celebrated for her hands-on approach and mentorship-driven leadership. With a CPA background and over 20 years in CFO roles, she focuses on helping non-profits and mission-driven startups ensure financial sustainability and compliance.
8. Alex Stern – Stern Ventures
Alex brings extensive experience in capital raising, M&A, and financial strategy. A go-to CFO for high-growth startups and DTC (direct-to-consumer) brands in NYC, he helps businesses turn financial data into actionable insights and investor-ready plans.
Why Hire a Fractional CFO?
Hiring a fractional CFO offers many benefits:
- Cost Efficiency: Get executive-level advice without full-time salary expenses.
- Flexibility: Ideal for startups, seasonal businesses, or companies facing financial transitions.
- Expertise on Demand: Tap into years of experience tailored to your industry or specific challenges.
What to Consider When Choosing One
Before selecting a fractional CFO, consider:
- Industry Experience: Do they understand the nuances of your market?
- Track Record: Can they demonstrate success with companies like yours?
- Cultural Fit: Are their communication and leadership styles compatible with your team?
New York’s startup ecosystem thrives on expert financial guidance. Whether you’re trying to streamline operations, prep for fundraising, or simply get your books in order, a fractional CFO can make all the difference.
As seen with these top professionals, having a skilled CFO even on a part-time basis can elevate a company’s growth trajectory. Whether you’re bootstrapping or looking for your next funding round, navigating financial strategy with a savvy partner at the helm is invaluable.
