A finance function designed for growth
Your Finance Team.Built to Scale.
US based CFO leadership combined with a globally scalable accounting and business operations team, all through one predictable monthly relationship.
US-ledStrategic leadership
Globally deliveredDisciplined execution
One teamClear accountability
NUMIVERA FINANCE OSConnected
Rolling forecastActual + plan
HubSpotNetSuiteQuickBooksReporting
Decision-ready financeAccurate. Timely. Forward-looking.
US-led strategy.Globally delivered execution.One accountable finance team.
The founder's problem
Your back office should not become a barrier to growth.
Growing businesses often outgrow their financial operations before they can justify rebuilding an entire internal department.
Reports arrive too late to guide decisions.
Books are maintained—but not interpreted.
Payroll, tax and compliance sit with different providers.
Cash, runway and profitability remain unclear.
Senior finance hires feel premature and expensive.
The Numivera solution
One integrated finance and business-operations team.
Strategic insight in the US. Disciplined execution through a scalable global delivery engine. One coordinated relationship from monthly close to board-level decisions.
US strategic leadership
Senior judgment where it matters most.
- Fractional CFO leadership
- Financial strategy and forecasting
- Board and investor reporting
- Capital and growth planning
- Financial modeling and scenario analysis
- Executive oversight and escalation
Global delivery engine
Disciplined execution, every day.
- Accounting and month-end close
- AP, AR and cash reconciliations
- Payroll and People Ops administration
- Tax and compliance coordination
- Reporting, controls and documentation
- CRM and accounting system integration
What Numivera manages
Complete capability. One accountable relationship.
Start with the support you need today. Add depth as your team, reporting and operating complexity grow.
Finance operations
A dependable financial foundation, delivered every month.
- Monthly accounting and reconciliations
- Structured month-end close
- AP, payment-run and AR support
- Management reporting and KPI dashboards
- CRM connected revenue and cash reporting
People operations
The recurring people processes that keep a growing team moving.
- Payroll administration and reconciliation
- Multi-state payroll coordination
- Employee onboarding and offboarding
- Benefits and personnel-cost reporting
Compliance & governance
Clear calendars, coordinated advisers and fewer surprises.
- Tax workpapers and adviser coordination
- Sales-tax nexus monitoring support
- Corporate compliance calendar
- Carta, 409A and board-action coordination
Strategic finance
Forward-looking insight for decisions that shape the business.
- Cash-flow and runway forecasting
- Budgeting and scenario planning
- Integrated financial models and revenue forecasts
- Board and investor reporting
- Profitability, capital and growth analysis
Services that grow with you
The finance partner you do not outgrow.
Begin with a strong foundation. Expand without changing teams.
01
Foundation
Core accounting
- Monthly close
- Financial statements
- Compliance calendar
02
Essential
Complete back office
- AP, AR and payroll
- Management reporting
- Operating coordination
03
Growth
Controller-led finance
- Forecasting and controls
- Multi-entity reporting
- Equity and tax coordination
04
Strategic CFO
CFO-led finance function
- Board and investor support
- Capital strategy
- Executive decision support
Predictable commercial modelA clearly defined monthly retainer.
Build the capability you need without hourly billing surprises or the fixed cost of a full internal team.
Built-in control & accountability
Reliable delivery requires more than talented people.
Our operating model brings review, documentation and escalation into the everyday rhythm of your finance function.
Clear responsibility
Numivera prepares, coordinates and advises. Clients retain final authority over payments, payroll, statutory filings and management decisions.
01
Clear preparer and reviewer responsibilities
02
Reconciliations and structured closing checklists
03
Client-controlled payment and payroll approvals
04
Defined response and escalation protocols
05
Primary and backup ownership for recurring processes
06
Documented workflows and compliance calendars
07
Regular service and scope reviews
From QuickBooks to ERP
Upgrade your systems without replacing the team that knows your business.
Numivera connects accounting, CRM and reporting systems so actuals, pipeline and forecasts tell one consistent story. We support your growth from QuickBooks through NetSuite and other ERP environments.
About Numivera
Senior finance judgment. A delivery team built for follow through.
Numivera combines US based CFO leadership with a globally scalable finance and business operations team. Strategy and execution remain connected through one accountable relationship.
James Green
Fractional CFO and strategic finance leader supporting forecasting, executive decisions, board reporting, capital planning and growth.
Sripriya Ramanathan
Global delivery leader with deep expertise in accounting, tax and consulting, supported by strong experience in reporting, audit, controls and scalable finance operations.
Harish Rao
Global delivery leader with expertise in accounting, tax and consulting, focused on disciplined execution, robust reviews and consistently dependable client outcomes.
Jullisa Koolman
Global delivery leader with expertise in accounting, tax and consulting, supporting strong controls, clear accountability and high standards across every client engagement.
Ideal Numivera client
Structure before headcount.
Built for ambitious US businesses across industries that need financial discipline before a full internal finance department.
The business impact
What changes after Numivera.
BeforeWith Numivera
Founder chases financial information
Defined owners and a reporting calendar
Reports arrive late
A structured monthly close
Cash decisions rely on bank balance
Forecast and runway visibility
Multiple disconnected providers
One coordinated finance team
Compliance is reactive
A maintained compliance calendar
Growth requires rebuilding the team
Services and systems scale together
Getting started
A controlled transition—not a disruptive handover.
A disciplined five-stage process protects continuity while building the operating model your business needs next.
Discover
Understand the business, systems, reporting needs and growth plans.
Design
Confirm responsibilities, approval controls, reporting and service cadence.
Transition
Review balances, establish access and document recurring processes.
Operate
Deliver monthly finance operations and management reporting.
Scale
Expand controllership, CFO services and systems as the business grows.
Your next finance team
Let's design the finance function your business will need next.
In a focused assessment, we will discuss your current operations, immediate gaps and the support required for your next stage of growth.
Schedule a Finance Assessment No obligation. Clear next steps.