FP&A Today

Leaving FP&A at billion dollar companies to become a top Fractional CFO: Rosemary Linden ‘s amazing career journey

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Rosemary Linden more than earned her stripes in FP&A over twenty years.  Her roles included VP FP&A at Alliant Insurance Services. Director of Global FP&A at WD-40 Company and at Solera.

But after two decades in corporate finance she moved to being a fractional CFO serving small businesses (typical annual revenue of around $10million) managing an assortment of responsibilities. 

This episode is for anyone in finance who may be looking to escape the corporate grind and set up as a Fractional CFO.


But Linden warns it is not for everyone.

“One of the first things I’d say to think about is, do you really want to be a fractional CFO? Because that’s different from being a full-time CFO at one particular company and comes with its own challenges.”

In this episode:

  • Moving from corporate finance after 20 years to dealing with “astute” small business owners as a fractional CFO in San Diego 
  • Why FP&A is an ideal training ground to become a CFO
    • Secrets for telling a good story 
  • Getting to what you want the people in a room to “walk away knowing”
    • Cash flows at small companies, opportunities and challenges 
  • Dealing with seasonal variances at small businesses 
  • Advice for starting your own business as a fractional CFO
  • Moving to a more analytical mindset 
  • Difference between, strategic planning and financial planning (Case Study San Diego Civic Youth Ballet)
  • My most dangerous deep sea dive, being team Excel and Ruth Bader Ginsburg

    • Follow Rosemary Linden on LinkedIn

    https://www.linkedin.com/in/rosemarylinden/

    ...more
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