Finding the right fractional CFOs in Charlotte means more than finding someone with strong credentials. It means finding the right financial partner for where your business is headed. The wrong fit costs you time, money, and momentum. This guide breaks down the top options by specialty and strengths, so you can make a confident, informed decision.
Top 13 Fractional CFOs in Charlotte
Below are profiles of the top fractional CFOs in Charlotte, covering who they are and what they bring to the space.
Martin Rissmann
Principal at FocusCFO
Charlotte, United States
Focus area:
#Financial strategy#Operational efficiency#Healthcare finance#Technology finance#Business growth
Martin Rissmann is a principal at FocusCFO and a former CFO and chief revenue officer at ImagineSoftware. His career spans more than 20 years in finance, accounting, and operations leadership.
With experience…
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Naomi Morin
Fractional CFO at FocusCFO
Charlotte, United States
Focus area:
#Financial planning#Profitability#Manufacturing finance#Acquisition integration#Financial reporting
Naomi Morin is a fractional CFO at FocusCFO with more than 25 years of finance and operations leadership across manufacturing, telecommunications, industrial services, and distribution businesses.
Her executive experience includes divisional CFO…
Connect with Naomi:
Tim Roche
Fractional CFO at FocusCFO
Charlotte, United States
Focus area:
#Cash flow management#Financial strategy#Healthcare finance#Business acquisitions#Operational improvement
Tim Roche is a fractional CFO at FocusCFO whose career spans more than 30 years in finance, operations, and technology. He has held CFO, COO, and CIO positions across healthcare and financial…
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Ashley Love
Founder of ClearlyKept
Charlotte, United States
Focus area:
#Fractional CFO services#Managed accounting#Financial reporting#Franchise finance#Mergers and acquisitions
Ashley Love founded ClearlyKept, a Charlotte-based managed accounting and fractional CFO firm. Her 15-year finance career includes Big Four accounting, franchise businesses, mergers and acquisitions, and CFO and CEO roles.
Through ClearlyKept,…
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Andrew Tucker
Fractional CFO at AETucker Consulting
Charlotte, United States
Focus area:
#Cash flow management#Financial strategy#Business valuation#Exit planning#Financial modeling
Andrew Tucker leads AETucker Consulting, providing fractional CFO services and strategic financial advice. His more than 30 years of experience span financial management, operational planning, and business advisory work.
Tucker helps business…
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Todd Serulneck
Managing Director and CFO at Lancaster & Hall
Charlotte, United States
Focus area:
#Fractional CFO services#Cash flow planning#Financial strategy#Retail finance#Business profitability
Todd Serulneck is managing director and chief financial officer of Lancaster & Hall, a Charlotte-based fractional CFO firm. His previous finance leadership roles include Walmart and Office Depot.
Serulneck works with small…
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Robert Alexander
Fractional CFO at FocusCFO
Charlotte, United States
Focus area:
#Manufacturing finance#Financial leadership#Mergers and acquisitions#Operational strategy#Business growth
Robert Alexander is a fractional CFO with FocusCFO and an experienced executive in finance, operations, and business leadership. His career spans more than 33 years across manufacturing, automotive, technology, and distribution.
Alexander…
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Dan Harms
Fractional CFO at FocusCFO
Charlotte, United States
Focus area:
#Financial management#Manufacturing finance#Mergers and acquisitions#Business restructuring#Operational performance
Dan Harms is a fractional CFO at FocusCFO with more than 40 years of experience in accounting, finance, and operations. His background includes Deloitte and CFO roles in manufacturing and distribution businesses.
…
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Patrick Harkleroad
Fractional CFO at FocusCFO
Charlotte, United States
Focus area:
#Business restructuring#Capital raising#Cash flow management#Financial strategy#Ownership transitions
Patrick Harkleroad is a fractional CFO at FocusCFO with more than 30 years of financial and operational leadership. His background includes executive finance roles in hospitality and private equity-backed businesses.
Harkleroad has…
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Duane Church
Fractional CFO at FocusCFO
Charlotte, United States
Focus area:
#Financial management#Business operations#Financial planning#Executive leadership
Duane Church is a fractional CFO with FocusCFO whose professional background includes more than 25 years in finance and operations. He serves businesses through the firm's Charlotte metro practice.
Church brings extensive…
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Joe Pollard
Fractional CFO at Woodson Andrews
Charlotte, United States
Focus area:
#Cash flow forecasting#Financial reporting#Business operations#Construction finance#Strategic planning
Joe Pollard is a CPA and fractional CFO with Woodson Andrews in Charlotte. His career spans accounting, financial management, operations, technology, and organizational leadership, including service in the U.S. Air Force.
Pollard…
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Emily ter Poorten
Founder of ETP Advisory Services
Charlotte, United States
Focus area:
#Fractional CFO leadership#Financial planning and analysis#Finance transformation#AI in finance#Growth strategy
Emily ter Poorten founded ETP Advisory Services after a career spanning roughly two decades in finance and strategy. Her experience includes CFO leadership, financial planning, and transformation work with international businesses.
Through…
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Hunter Enloe
Fractional CFO at Summit Executive Advisory & Consulting
Charlotte, United States
Focus area:
#Startup finance#Capital strategy#Financial modeling#Fundraising#Mergers and acquisitions
Hunter Enloe founded Summit Executive Advisory & Consulting, drawing on experience in startups, private equity, mergers and acquisitions, and strategic finance. His work centers on financial leadership for growing companies.
Enloe provides…
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Selection Methodology
I selected the leaders on this list based on their relevance, demonstrated expertise and impact, professional credibility, and active service offerings in the field.
I look for evidence such as leading meaningful initiatives, delivering results, providing ongoing operational leadership, developing influential ideas or practices, publishing or teaching, and other contributions that demonstrate impact.
These leaders must also be based in the area or clearly serve clients there, including through a broader regional, national, or global service area.
What’s Next?
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