Ankeny M
Fractional CFO | Finance & Operations Leadership
Profile
Strategic Financial Leader who brings a wealth of experience from technology/saas, accounting (KPMG), healthcare, non-profit, and financial consulting. Recently delivered fractional CFO services for integrated entities delivering facilities management, Mechanical/Electrical/Plumbing (MEP), and Security Integrations. With a foundation in accounting and former roles with P/L responsibility, helps leadership teams improve cash flow, gain financial clarity, and make confident decisions as they grow.
Key Skills & Competencies
Fractional CFO leadership for growth-stage businesses
Financial strategy and decision support for founders/CEOs
Cash flow forecasting, management, and optimization
Budgeting, forecasting, and financial modeling
KPI development and performance tracking
Financial reporting transformation (turning data into insights)
Operational finance and process improvement
Margin analysis and profitability optimization
Strategic planning and scenario modeling
Board and leadership team financial communication
System and infrastructure build-out (scalable finance functions)
Contract, service, and project-based business financial oversight
Revenue forecasting for service and construction businesses
Cost control and expense management strategies
Interim CFO / leadership transition support
Professional Experience
West & Forza
Fractional Chief Financial Officer | Canton, CT / Remote | 4+ years
Provide fractional CFO leadership across facilities management, MEP, and security integration companies managing multi-million-dollar project portfolios
Lead budgeting, forecasting, and cash flow strategy to improve financial visibility and support executive decision-making
Partner with CEOs and leadership teams to align financial strategy with growth initiatives and operational priorities
Design and implement scalable financial systems and SOPs, enabling successful transitions to permanent CFOs and Controllers
Deliver project-level profitability insights through job costing and performance analysis, improving margin visibility
Oversee treasury management, including banking relationships, cash optimization, and system implementation (lockbox, sweep accounts)
Advise on compensation, headcount planning, and organizational structure to support sustainable growth
Ankeny Consulting
Director of Business Development & Owner | Collinsville, CT | 5 years
Founded and grew a consulting firm focused on finance, operations, and growth strategy
Led client engagements from strategy through execution, including acquisition, proposal development, and delivery
Directed organizational restructuring and scaling initiatives, improving operational efficiency and business performance
Created MySpringboard, an outsourced financial services platform delivering scalable accounting through CFO-level support
Built and led cross-functional and remote teams to execute high-impact initiatives
PointCare
Chief Operations Officer / Chief Business Development Officer | San Mateo, CA | 1+ year
Co-founded a healthcare SaaS company focused on improving patient access to health coverage
Led product development, go-to-market strategy, and strategic partnerships with hospital systems
Drove early-stage growth through market positioning, partnerships, and national visibility
Foundation for Health Coverage Education
President | San Mateo, CA | 8 years
Scaled a regional nonprofit into a nationally recognized organization through strategic partnerships and program expansion
Raised $3M+ in funding and maintained full regulatory compliance, including audits and 501(c)(3) requirements
Led a 20-person distributed team across operations, marketing, and communications
Served as national spokesperson, with media coverage in CNN, ABC News, Forbes, and USA Today
KPMG
Senior Associate, Audit | San Francisco, CA | 2 years
Managed SEC audit engagements for public company clients, including Electronic Arts
Advised on SOX 404 compliance and reviewed financial disclosures
Supervised and developed junior audit staff
Community Experience
Healing Meals Project – Delivery Angel
-Delivered organic, nourishing meals to individuals and families navigating health crises, providing support during challenging times.
Education
Bachelor of Science in Accounting, Minor in Business
Saint Mary’s College of California
Other Experience/Awards/Publications