Isaac Zaetz Fractional CFO & Business Financial Advisor
with a proven track record of driving strategic excellence and rapid growth to small and medium-sized businesses
Bio
Recognized by his clients for a keen ability to quickly identify gaps in processes, improve financial modeling capabilities and conceptualize new programs that accelerate business operations.
Through his thoughtful approach to working with clients, Isaac focuses on becoming a partner to each business and is passionate about delivering lasting results that continue to compound over time.
After hiring Isaac, you will gain a renewed perspective on how to drive efficiencies in your business and have the confidence to make data-based decisions to meet your business goals.
About GELOS
Gelos was founded in 2016 with a mission to bring structure, process and controls to fast-growing businesses -- especially entrepreneurships.
As an individual with a passion for problem-solving and a deep background in business management and consulting, Isaac recognized an opportunity to translate his competencies to help businesses transition from cash-focused to a financial growth mindset.
Since 2016, Gelos has expanded its services and scope to adapt to the needs of small and medium-sized businesses in the $5MM to $50MM range.
Gelos measures success and approaches each clients’ unique business needs by evaluating each project through a “Scalable Stack”. This Scalable Stack includes five interconnected layers of financial health that are proven to deliver enhanced business security, strength and adaptability.
Scalable Stack
-
Bookkeeping
Ensure completeness and accuracy - to enable data-driven reporting & analysis.
-
Structure
Formalize business organization and software stack to ensure smooth operations.
-
Cashflow
Establish clarity on rolling - forward looking quarter - weekly cash expectations and requirements.
-
Strategic Focus
Identify and define short/long term objectives - and plans for growth.
-
Capital Allocation
Budget and Deploy capital strategically, to provide the greatest impact on growth and profitability.
Recent Projects
- Performed a detailed location and cost analysis for a west coast warehouse of an east coast based business; Selected location and recruited management team.
- Developed a centralized reporting dashboard to monitor cash flow for a chain of independently operating but jointly held businesses - integrated with personal investment portfolio, income, and expenses.
- Created multi-year financial books for an eight figure business that had been operating without proper bookkeeping - and set them up to be independently maintained going forward; designed a custom collaboration software to allow them to record and track future all operational and financial transactions; Hired and trained a new bookkeeper to manage books and business data.
- Advised on ERP selection and implementation to resolve existing challenges with software and manpower; hired a new controller and established controls to properly track and manage complex manufacturing processes.
- Performed an overall financial assessment of an incubated in-house project for a tech startup; analyzed profitability and advised on how to leverage financial assessment to increase revenue & cost savings moving forward.
Services Include
- End-to-end strategic planning for financial department & services
- Stakeholder management; investor & lender relationship management
- Business mergers & acquisitions; buy side & sell side
- Organizational and operating model; including governance structure
- Capital restructuring and securing loans
- Business reporting & developing/tracking KPIs
- Financial modeling & data analysis
- Custom collaboration software - design and implementation
- Support mediation/arbitration cases through forensic financials
