Strategic Finance Leadership Across Complex and Regulated Environments

Fractional CFO & Strategic Finance Advisory

Senior finance leadership in an independent advisory capacity

Scott serves as a senior strategic finance partner to owners, CEOs, management teams, boards, lenders, and investors — translating financial reporting into decisions, aligning finance with operations and growth, and providing hands-on execution across capital planning, liquidity management, board and lender reporting, KPI development, and finance team leadership. Engagements are structured to match the organization's specific situation and priorities.

• —Capital strategy and financing support
• —Liquidity planning and cash flow management
• —Board, lender, and investor reporting
• —KPI development and executive dashboards
• —Finance team leadership and development

Board & Advisory Board Service

Independent financial perspective at the governance level

Scott is available for independent board member and advisory-board roles, bringing CPA, MBA, and CIA perspective on financial reporting, audit readiness, risk management, capital allocation, long-term contracts, project economics, M&A, systems transformation, and growth strategy. This service is appropriate for organizations seeking an independent financial voice in the boardroom with direct operating experience in the industries and financial disciplines relevant to the business.

• —Independent board member or advisory-board roles
• —Financial reporting and audit readiness oversight
• —Risk management and internal controls perspective
• —Capital allocation and M&A input
• —Long-term contract and project economics expertise
• —ERP transformation and systems strategy

Family Office CFO & Financial Coordination

Institutional-quality finance for principals and family enterprises

Single-family offices, family-owned enterprises, and investment entities require institutional-quality financial discipline, governance, and coordination across complex holdings and advisor relationships. Scott provides confidential, senior-level financial coordination across entities, advisors, and asset classes — giving principals clear visibility and control over their financial picture. This service does not include legal, tax, or investment advice; Scott works alongside existing tax counsel, legal advisors, investment managers, and estate planners.

• —Consolidated multi-entity reporting
• —Cash and liquidity visibility across accounts and entities
• —Annual budgets and scenario planning
• —Governance, internal controls, and financial policy
• —Transaction and special-project financial support
• —Coordination across tax, legal, banking, investment, and estate advisors

DOD & Government Contractor Strategy & Compliance

DCAA, FAR, and CAS — supporting compliance and defensible reporting

Government contracting requires an accounting system and financial infrastructure capable of withstanding regulatory scrutiny. Scott designs and maintains FAR-compliant accounting systems, supports DCAA audit readiness, implements Cost Accounting Standards, and ensures the organization's financial reporting supports contract compliance and defensible billing. Engagements are structured to support readiness and sound governance — not to guarantee specific regulatory outcomes.

• —DCAA audit readiness and support
• —FAR-compliant accounting system design
• —Cost Accounting Standards (CAS) implementation
• —DCMA audit coordination
• —Disclosure statement preparation

Audit Readiness, Transactions & M&A Integration

Prepared for scrutiny, positioned for transactions

Whether preparing for a financial audit, pursuing an acquisition, or integrating a newly acquired business, Scott provides the accounting leadership and documentation to support a rigorous process — with the discipline that lenders, auditors, and counterparties expect. Engagements include audit preparation, internal controls design, quality of earnings analysis, and post-close accounting integration.

• —Financial audit preparation and support
• —Internal controls design and documentation
• —Quality of earnings analysis
• —Post-close accounting integration
• —Financial due diligence support

Long-Term Contract Accounting & Revenue Recognition

Accurate, audit-ready contract financials

Long-term contracts demand precision in revenue recognition, cost tracking, and financial reporting. Scott brings deep expertise in percentage-of-completion accounting, cost-to-complete analysis, and revenue recognition under ASC 606 — ensuring contract financials are accurate, defensible, and aligned with project economics.

• —Percentage-of-completion and cost-to-complete
• —ASC 606 revenue recognition compliance
• —Contract modification and change order accounting
• —Earned value and project margin analysis
• —Audit-ready contract documentation

Indirect Rates & Incurred-Cost Submissions

Rate structures that support compliance and defensible billing

Indirect rate management is one of the most technically demanding aspects of government contracting. Scott designs indirect rate structures, supports provisional rate negotiations, and prepares annual incurred-cost submissions — ensuring rates are defensible and billings are accurate.

• —Indirect rate structure design and analysis
• —Forward-pricing rate development
• —Annual incurred-cost submission (ICS) preparation
• —Provisional rate negotiation support
• —Rate audit defense and documentation

Forecasting, Liquidity & Executive Reporting

Decision-grade insight for leadership and boards

Practical planning tools and reporting frameworks that give leadership a clear, reliable view of financial position, liquidity, and trajectory — rolling forecasts, 13-week cash flow models, and executive reporting packages tailored to the organization's decision-making needs.

• —13-week cash flow forecasting
• —Rolling financial forecasts
• —Budget development and variance reporting
• —KPI framework design
• —Management and board reporting packages

ERP & Costpoint Transformation

Reliable data infrastructure for complex organizations

Deltek Costpoint configuration, process alignment, and optimization for government contractors and project-based organizations. Whether implementing, upgrading, or improving reporting quality, Scott provides the finance leadership and technical depth to align the ERP with the organization's operational and compliance requirements.

• —Deltek Costpoint configuration and optimization
• —ERP process alignment and workflow improvement
• —Reporting and BI setup (Cognos and others)
• —Implementation support and go-live readiness
• —Finance team training and documentation

Construction WIP, Job Cost & Cost-to-Complete

The financial backbone of project-based businesses

For construction and project-based organizations, the WIP schedule is among the most critical financial documents. Scott builds and maintains rigorous WIP schedules, job cost reports, and cost-to-complete forecasts that give leadership, lenders, and sureties a clear, reliable picture of project performance.

• —WIP schedule preparation and review
• —Job cost reporting and variance analysis
• —Cost-to-complete forecasting
• —Margin and project risk reporting
• —Surety and lender financial support