At CFO Worx, we are dedicated to providing top-notch financial consulting services with a focus on fractional CFO and corporate finance needs. Our team excels in a wide range of areas to support your business's growth and success. We specialize in improving reporting and record keeping, developing long-term financial strategies, optimizing systems for scalable growth, and offering precise forecasting. Additionally, we help organize historical financials, raise capital through both debt and equity, and navigate the complexities of mergers and acquisitions.- Mergers and acquisitions- Raising capital through both debt and equity- Organizing historical financials- Offering precise forecasting- Optimizing systems for scalable growth- Developing long-term financial strategies- Improving reporting and record keeping

- Provided direct operational support for six advisors with a book value of $475,000,000.- Monitored and coordinated portfolio activities for each advisor to ensure compliance with regulations and industry standards, leading to a 7% improvement in portfolio performance over the previous year.- Leveraged strong client management skills to effectively build long-term relationships, resulting in increased client retention and an average of 22 referrals a month for a 10-month period.- Constructed budget and forecasting models to enable advisors to more effectively communicate how an investment portfolio can meet a client's individual financial goals.

- Promoted new Rockstar energy products as an influencer on campus - Marketed products to students at over 20 college events per semester