Fractional Strategic CFO Services

The Need for an Interim/Fractional Strategic CFO Professional in Emerging & Transformational Services Business Models

Our Strategic CFO Practice is your “C-Suite” partner for the Founder/CEO Entrepreneur to orderly and profitably grow and develop their business model, through the utilization of Proven, Performance-Based, Institutional Worthy Methodologies and Management Science.

We focus on Revenue Growth and Product Distribution while maximizing operational efficiency and workforce productivity which has proven on 19 different occasions of successfully attracting Institutional Investment capital.

Over Tablero’s nearly 2 decades of advising, stewarding, investing, and developing growth-oriented and wealth-creating service business models, one of our critical success factors has been the effective implementation and deployment of Strategic CFO Function in our client companies and investments.

Since our inception in 2002, we have been fortunate enough to have created approximately $800M of shareholder wealth from small Technology-Enabled Business Service models. The Strategic CFO Functional expertise has always been, and will always be, a key component of the partnership between Tablero, the CEO Entrepreneur, and the Institutional Investment community.

While we clearly understand that most small growth-oriented small businesses simply cannot financially afford a full-time professional skill of this nature. We also recognize, this role in a small business is generally not a full-time job. Therefore, our guidance is to retain a “Part-Time or Fractional” Strategic CFO for your business.

Let us introduce our Strategic CFO Services Practice Leader

Jose V. Garza

Jose Valentin Garza brings more than 15+ years of experience and knowledge in the financial accounting and operational reporting arenas to Tablero. Jose provides a Strategic CFO perspective for high-growth-oriented service business models. He has served as Interim Strategic CFO of 3 BPO organizations, developing Operational Measurement & Metrics, Financial Forecasting, Integration of Back Office systems, Cost Modeling to Income Statement dynamics, and Board Room Presentations to Institutional Investors. His clients, as a result of his expertise, have experienced significant increase in revenue, gross profit, EBITDA and the resulting enterprise value.

Additionally, Jose being bilingual and of Latin American heritage enjoys significant knowledge and experience in the Financial Modeling and Economic Analysis of Nearshore BPO site selection and implementation in the LATAM region.

PROFESSIONAL BACKGROUND

Prior to joining Tablero in early 2015, Jose worked in the audit and assurance practice of a public accounting firm serving some of Houston’s most prominent emerging business services organizations and private equity firms. Early career assignments included various roles within the corporate finance function in the healthcare and government sectors.

Jose holds an MBA with a concentration in Corporate Finance, combined with an undergraduate degree in Accounting from the University of Houston. Jose is fluent in both English and Spanish, and resides in Houston, TX.

E-MAIL:

garza@tablerogroup.com