Go offline with the Player FM app!
231. The Fractional CFO Files | Mastering Financial Models & Fractional Life with Karl Lloyd
Manage episode 489197893 series 3457329
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:
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
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
Manage episode 489197893 series 3457329
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:
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
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
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.