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Lisa Brennan

Fractional CFO (Greater Boston)

As a CFO, I don’t just manage the numbers—I drive strategic growth. I partner with leadership to unlock financial insights, optimize cash flow, and build scalable systems and teams that fuel expansion and opportunity. Whether it’s navigating funding rounds, streamlining operations, or preparing for M&A, I ensure the financial foundation is strong, agile, and ready for what’s next.
Lisa Brennan – Fractional CFO – Atlanta

Track record highlights

  • Closed over $200M in private equity and VC funding
  • Implemented new accounting and transactional systems
  • Scaled business teams and infrastructure from pre revenue to post revenue
  • Developed streamlined reporting structures and KPI tracking to drive business growth and visibility
  • Sold three companies at significant EBITDA multiples for owners
  • CFO for publicly traded SaaS Company

Sector Experience

  • Technology, Media & Telecoms: Fintech and SaaS
  • Retail & Consumer Products: Multi-site Retail and Etail
  • Manufacturing, Transport & Logistics: Food Products, Home Goods and Clothing
  • Not For Profit

Lisa's specialist skills

Corporate Finance

Point person for over 25 years with bankers, investors, boards, auditors, legal firms, and consultants.

Financial Operations

Implemented Netsuite, Blackline, AP automation and KPI software in a variety of industries.

Business Planning

Developed integrated 5-year plans and annual budgets that deliver profitable growth in a variety of business sectors.

Exit Planning

Closed three transactions that hit cash and lifestyle milestones for the owners.

Raising Funds

Raised over $200M from many different sources including equity, debt, government and VC funds.

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