Executive presenting financial charts to a leadership team

Mountain peak reflected in a calm lake at dusk

About Cervin CFO

A CFO who has sat on your side of the table

Fractional CFO advisory for companies scaling, raising, or preparing to sell

The Cervin Story

Named for the climb

Cervin is the French name for the Matterhorn, one of the hardest climbs in the Alps, and the one people remember.

For founders, CEOs, and investors, growth, financing, and exit are the climbs that define a company, and they are far easier with someone who has made the ascent before.

Cervin CFO Advisory exists to be that partner: financial clarity, disciplined execution, and operator-level judgment, from base camp to summit.

Operating Philosophy

The CEO's co-pilot, not the scorekeeper

A great CFO isn't the person who admires the month-end close. It's the one in the seat next to you — forecasting the potholes three to six months ahead and clarifying the calls that matter.

Four principles guide every engagement:

Forward, not backward.

The close tells you where you've been. Our work lives three to six months ahead — cash, capacity, covenants, and the decisions coming at you before they arrive.

Drivers, not just numbers.

A revenue dip isn't reported; it's traced to CAC, sales velocity, margin mix, cohort churn, or cash conversion — and turned into a call you can actually make.

Speed with control.

Raises, transactions, and turnarounds run on compressed timelines. We move at deal speed without letting accuracy, controls, or judgment slip.

Value is the scoreboard.

Every priority is weighed by what it does to cash, performance, and what the business is worth to a founder, a board, a lender, or a buyer.

"The goal is simple: help you make a better decision, faster."

Sector & Operating Experience

Twenty-five years across the sectors and operating environments where finance complexity is highest — and where a clear financial picture is worth the most.

eCommerce

SaaS & technology

Professional services & consumer goods

Healthcare

Automotive & aerospace manufacturing

Telecom & construction

PE-backed portfolio companies

Founder-led SMBs

Growth-stage companies

Standards

The standard of work that lands in your board pack

These aren't values on a wall. They're the operating rules behind every model, forecast, and recommendation Cervin delivers — the same rules a board, lender, or buyer will hold the work to.

Cervin’s six standards:

The numbers tie.

Assumptions are explicit, sources are credible, and nothing is presented to mislead. If a figure can't be defended, it doesn't leave our desk.

Built to survive scrutiny.

We don't send work we wouldn't stand behind in front of a CEO, board, PE sponsor, lender, or auditor, because that is exactly who will read it.

Every deliverable answers a decision.

You get a recommendation, the risks, the tradeoffs, and the next step, not a report that admires the problem. Then we help execute it.

You hear the hard things early.

Material risks get flagged while they can still be managed — even when it's not what you want to hear. That's the job.

You work with your Cervin CFO, not a delegate.

No account layers, no juniors learning on your numbers. The person in your board meeting is the person who did the work.

AI accelerates.
A CFO signs off.

We use AI to move faster on analysis, drafting, and workflow, but every number, model, and recommendation carries senior CFO judgment before it reaches you.

Clear numbers. Candid advice. Decisions leadership can defend.

How it Works

Diagnose the gaps. Build the roadmap. Operate with CFO discipline.

Diagnose

A Fixed-Fee Diagnostic
Sprint gives you a
prioritized read in 2-3
weeks, credited
toward whatever follows

Roadmap

The 30-90 day action
plan becomes the
engagement scope.

Operate

A monthly CFO cadence
the board recognizes:
forecast, cash, KPIs,
decisions.

Founder-led advisory

Senior CFO judgment, delivered personally

Andy Barrio

Founder & Fractional CFO

James Anderson

Risk & compliance advisor

Sophia Martinez

Growth & performance consultant

Andy Barrio

Founder & Fractional CFO

Bring clarity to your next financial decision.

In a focused 30-minute conversation, we’ll identify the financial priorities, risks, and opportunities that matter most — and determine whether Cervin CFO is the right partner for what comes next.