Fractional CFO & FP&A
Forecasting, cash-flow visibility, planning, and financial guidance for the decisions ahead.
Discuss leadership supportFinance leadership for growing businesses
Finance support that grows with your business.
Fractional CFO leadership, dedicated finance talent, and reporting systems built around the decisions you need to make.
Experience includes
State Street · Fidelity · JPMorgan Chase · Capital One
Ways we can help
Experienced finance support, shaped around the work.
Bring in senior guidance, add dependable capacity, or improve how financial information reaches your leadership team.
Dedicated finance talent
Analysts and finance professionals who support recurring reporting and important projects.
Discuss team supportBI & data foundations
Connected data, financial models, and dashboards that make performance easier to understand.
Discuss reportingA senior finance perspective
Institutional experience. Hands-on partnership.
Financial Reporting Services is led by Waseem Arshad, a former Head of FP&A with experience at State Street, Fidelity Investments, JPMorgan Chase, Capital One, and other operating businesses.
That background informs a practical approach: understand the business, make reporting dependable, and help leaders focus on the decisions that matter.
10+ years FP&A leadership experience
M.Sc. Financial Mathematics
Illustrative example
Bringing monthly reporting into one clearer view.
This is a hypothetical scenario—not a real client engagement, testimonial, or measured result. Replace it with approved client proof before launch.
How we work
A clear start, then a reliable working rhythm.
The scope depends on your priorities. We begin with the business question, then agree the right people, deliverables, and cadence.
- 01
Understand your priorities
Clarify what leaders need to know, where the numbers get stuck, and what is changing.
- 02
Agree the right scope
Set expectations for support, ownership, reporting, and communication before work begins.
- 03
Build a dependable cadence
Keep the information and conversations close to the decisions your team makes.
A practical next step
Tell us what decision you’re working through.
Share what your team is working through. We’ll start with the business question and discuss the right finance support for the work.
- No long-term lock-in
- US business-hours coverage
- Signed NDA before kickoff
Thanks — we'll be in touch
A member of the Financial Reporting Services team will reach out to schedule your intro call.