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231. The Fractional CFO Files | Mastering Financial Models & Fractional Life with Karl Lloyd

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Manage episode 489197893 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.

In this episode, Karl covers:

  • The biggest differences and challenges between full-time and fractional CFO roles
  • Building effective financial models and keeping them simple, flexible, and insightful
  • Working with investors and managing expectations through clear reporting
  • Lessons from multiple management buyouts and how to prepare early for due diligence
  • Advice for aspiring fractional CFOs, including mindset, client management, and business development

Links mentioned:

  continue reading

Chapters

1. Welcome to CFO 4.0 Podcast (00:00:00)

2. Carl's Journey to Fractional CFO (00:01:11)

3. Challenges of Fractional CFO Life (00:03:36)

4. The Art of Financial Modeling (00:07:35)

5. Working with Investors and Due Diligence (00:20:50)

6. Building a Career as a Fractional CFO (00:26:48)

7. Final Thoughts and Contact Information (00:41:05)

233 episodes

Artwork
iconShare
 
Manage episode 489197893 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.

In this episode, Karl covers:

  • The biggest differences and challenges between full-time and fractional CFO roles
  • Building effective financial models and keeping them simple, flexible, and insightful
  • Working with investors and managing expectations through clear reporting
  • Lessons from multiple management buyouts and how to prepare early for due diligence
  • Advice for aspiring fractional CFOs, including mindset, client management, and business development

Links mentioned:

  continue reading

Chapters

1. Welcome to CFO 4.0 Podcast (00:00:00)

2. Carl's Journey to Fractional CFO (00:01:11)

3. Challenges of Fractional CFO Life (00:03:36)

4. The Art of Financial Modeling (00:07:35)

5. Working with Investors and Due Diligence (00:20:50)

6. Building a Career as a Fractional CFO (00:26:48)

7. Final Thoughts and Contact Information (00:41:05)

233 episodes

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