Walk On Ventures

Office of the CFO

Financial Leadership Built for Better Decisions and Enterprise Performance.

Walk On provides the financial leadership, planning discipline and forward visibility growing companies need to make better decisions, manage performance and prepare for what comes next.

Assess Your Financial Infrastructure

What Financial Leadership Actually Delivers.

Strong financial leadership creates forward visibility. It connects operating activity to financial outcomes and gives leadership the information required to make better decisions. That goes beyond accurate historical reporting.

The Walk On Office of the CFO works alongside founders, CEOs, finance teams and investors to strengthen financial planning, cash visibility, performance reporting and capital readiness.

Bookkeeping and basic accounting support sit outside this scope. The work here is strategic financial leadership, connected directly to how the business operates.

When to engage

When the Business Needs More Financial Visibility and Discipline.

01

The Company Has Outgrown Its Current Financial Infrastructure

The business is becoming more complex, but planning, reporting and decision support have not kept pace.

02

Leadership Lacks Forward Visibility

The company can report historical results but cannot reliably forecast revenue, profitability, cash or operating performance.

03

Cash Management Is Reactive

Leadership needs a more disciplined understanding of cash requirements, timing and potential constraints.

04

Management Reporting Is Not Driving Decisions

The company has data, but reporting is inconsistent, overly detailed or disconnected from the priorities that matter most.

05

The Finance Team Needs Strategic Leadership

The accounting function may be capable, but the company needs stronger financial planning, analysis and executive-level decision support.

06

A Financing or Transaction Is Approaching

The company needs more reliable models, reporting, documentation and financial readiness.

Core capabilities

The Financial Infrastructure Behind Better Decisions.

Financial Planning and Forecasting

Build forward-looking financial models that connect the company's operating assumptions to revenue, profitability, cash and capital requirements.

Capabilities include

  • Annual budgeting
  • Rolling forecasts
  • One-, three- and five-year financial models
  • Scenario planning
  • Sensitivity analysis
  • Revenue and expense planning
  • Strategic investment modeling

Cash and Liquidity Management

Give leadership a more disciplined view of cash requirements, timing, risks and available options.

Capabilities include

  • Thirteen-week cash-flow forecasting
  • Working-capital analysis
  • Liquidity planning
  • Cash-conversion analysis
  • Financing-needs assessment
  • Scenario planning
  • Cash accountability

Performance Reporting and Analytics

Create reporting that helps management understand what is happening, why it is happening and what needs attention.

Capabilities include

  • KPI design
  • Management dashboards
  • Budget-to-actual reporting
  • Variance analysis
  • Business-unit reporting
  • Customer and channel profitability
  • Margin analysis
  • Executive performance reporting

Board, Investor and Lender Reporting

Improve the quality, consistency and credibility of information shared with the company's stakeholders.

Capabilities include

  • Board reporting
  • Investor reporting
  • Lender reporting
  • Financial narratives
  • Forecast updates
  • Performance analysis
  • Decision-support materials

Capital and Transaction Readiness

Prepare the financial organization and supporting information for financing, acquisitions, recapitalizations or ownership transitions.

Capabilities include

  • Financial model preparation
  • Data-room readiness
  • Quality-of-earnings preparation
  • Transaction scenario analysis
  • Capital-structure planning
  • Financing support
  • Management presentation support

Finance Organization and Systems

Help the finance function evolve with the company.

Capabilities include

  • Finance-team structure
  • Roles and responsibilities
  • Planning processes
  • Reporting cadence
  • Systems assessment
  • Internal controls
  • Coordination with accounting, tax, audit and other third-party providers

What the engagement can produce

Practical Financial Tools Leadership Can Actually Use.

Potential deliverables vary by engagement. No single engagement includes every item below.

  • Annual budget
  • Rolling forecast
  • Thirteen-week cash-flow model
  • Long-range financial plan
  • Scenario models
  • KPI dashboard
  • Monthly management reporting package
  • Board reporting package
  • Budget-to-actual analysis
  • Customer and channel profitability analysis
  • Capital and transaction-readiness plan
  • Finance-function roadmap

How we engage

The Right Level of Financial Leadership for the Business.

The Office of the CFO can support a defined financial priority, help strengthen the complete financial operating infrastructure or provide ongoing strategic financial leadership. The scope should reflect the company's stage, internal capabilities and most important decisions.

01

Financial Infrastructure Assessment

Evaluate the company's current planning, reporting, cash management, systems and finance-team capabilities.

02

Priority-Based Project

Address a defined need such as budgeting, cash forecasting, KPI reporting, financing preparation or transaction readiness.

03

Ongoing Office of the CFO Support

Provide recurring financial leadership, analysis and executive decision support in coordination with the company's internal team.

Who we serve

Built for Growing and Transitioning Companies.

  • Founder-led companies building more disciplined financial infrastructure
  • Growing businesses that need better forecasting and decision support
  • Companies with capable accounting teams but limited strategic finance leadership
  • Private equity-backed businesses strengthening reporting and accountability
  • Leadership teams preparing for financing, acquisitions or capital events
  • Businesses that need better visibility into cash, profitability and operating performance

Does Your Financial Infrastructure Support the Decisions Ahead?

Let's assess where the company has visibility, where the gaps exist and what financial leadership is required for the next stage.

Assess Your Financial Infrastructure

Related Expertise

Explore the Rest of Our Expertise.

AdvisoryApplied AICustomer Acquisition