Fractional CFOs in New York City Making Things Happen in 2025

New York City Interim Chief Financial Officers to Know

New York City has always been a powerhouse of commerce, finance, and innovation. From fintech startups in Flatiron to legacy brands in Midtown, the city’s economic engine demands seasoned leadership—especially in the realm of finance. Enter the fractional CFO: a flexible, strategic executive who steps in with precision and perspective, without requiring a full-time hire.

At Digital Reference, our mission is to showcase professionals more authentically and transparently. That means shining a light on the independent executives doing transformative work at the ground level—those who may not make headlines but are making balance sheets healthier, forecasts sharper, and leadership teams stronger.

This curated list of Fractional CFOs in New York City highlights individuals who are driving financial leadership across industries. Some are solo operators, others run boutique firms—but all bring seasoned expertise to organizations navigating complex growth, change, or optimization.

As a living list, this article will continue to grow over time. We encourage you to bookmark it and revisit as we spotlight more finance professionals in NYC and the surrounding region.

Our Methodology - NYC Fractional CFO Services

Each fractional CFO featured here has been selected through a qualitative research process based on the following criteria:

• New York City presence (including surrounding metro areas like Brooklyn, Jersey City, and Newark)
• Current practice as an interim, part-time, or contract-based CFO
• Professional visibility, including a clear LinkedIn profile, business site, or thought leadership
• Experience working with startups, nonprofits, PE-backed ventures, or growth-stage companies
• Alignment with Digital Reference’s values of radical transparency and authenticity

These are professionals helping founders sleep better at night—and helping teams make more informed, data-backed decisions.

Featured New York City Fractional CFOs

Brennan Plaetzer

https://www.linkedin.com/in/brennanplaetzer/

With a finance career that spans hedge funds and early-stage startups, Brennan brings a rare mix of Wall Street precision and entrepreneurial agility. He works closely with founders to implement systems and cashflow visibility.

Notable Expertise:

• SaaS metrics and dashboard development
• Fundraising strategy and investor relations
• Forecasting models built for growth

Brennan is a great fit for startups navigating Series A through C and needing to professionalize financial operations.

Anne Lysak

https://www.linkedin.com/in/anne-davey-lysak-a26b4210/

Anne brings a strong background in private equity, operations, and corporate finance. Known for her methodical, no-nonsense approach, she partners with founders to build infrastructure and confidence across the finance function.

Notable Expertise:

• Portfolio company finance leadership
• M&A integration and due diligence
• FP&A and forecasting for scaling companies

Anne is ideal for organizations in transition—whether it’s fundraising, restructuring, or rethinking internal processes.

Federico Ruiz-Reyes

https://www.linkedin.com/in/federico-ruiz-reyes-37444a17/

Federico’s work sits at the intersection of finance and innovation. He brings experience in both venture-backed and social impact businesses, offering a broad view on how to blend fiscal responsibility with purpose.

Notable Expertise:

• Finance leadership for mission-driven companies
• Strategic planning and cross-functional team support
• Reporting structure for diverse stakeholders

For organizations balancing profit and purpose, Federico offers both strategic empathy and operational rigor.

Jonathan Yarmeisch

https://www.linkedin.com/in/jonathanyarmeisch/

Jonathan specializes in helping founders make better, faster decisions with the right financial information at their fingertips. He brings hands-on experience in B2B SaaS and e-commerce, with a love for dashboards and process.

Notable Expertise:

• Subscription economics and lifetime value modeling
• Financial operations and back-office automation
• Internal team mentorship and training

He’s the fractional CFO you bring in when your business is scaling—and your spreadsheets are breaking.

Robert Fiore

https://www.linkedin.com/in/robfiore-cfo-cpa-controller/

A licensed CPA and veteran finance operator, Robert brings depth in both strategic finance and compliance. He’s worked across real estate, tech, and professional services, often cleaning up books, systems, and KPIs.

Notable Expertise:

• Cashflow forecasting and capital management
• Audit prep and investor reporting
• GAAP-compliant accounting systems

Robert is perfect for businesses seeking clarity, discipline, and finance leadership that scales.

Tricia M. Taitt

https://fincorestrong.com/

Founder of Fincore, Tricia is a speaker, author, and financial strategist who empowers growth-stage companies—especially women and BIPOC-owned businesses—with the tools to lead their numbers confidently.

Notable Expertise:

• Cashflow wellness and founder coaching
• Financial literacy for non-finance leaders
• Profit-first and margin optimization strategies

Tricia’s superpower is helping CEOs build financial acumen that fosters trust and long-term decision-making.

Yoav D. Cohen

https://www.linkedin.com/in/yoav-d-cohen-05690836/

Yoav brings decades of experience across startups, corporate finance, and advisory roles. He’s known for quickly assessing the financial landscape and aligning strategy with day-to-day execution.

Notable Expertise:

• Fractional CFO services for early- and mid-stage startups
• Business model refinement and go-to-market economics
• Budgeting, forecasting, and investor comms

Yoav helps companies align their capital strategy with operational goals in a no-nonsense, deeply collaborative way.

Why Fractional CFOs Matter in NYC

In a city that never sleeps, fractional CFOs provide flexibility and foresight—whether it’s bridging a leadership gap, preparing for a raise, or making sense of rapid revenue swings. They help startups grow up and help operators stay focused on what matters.

They’re not just number crunchers. They’re:

• Strategists who align capital with vision
• Translators who bridge CEOs and investors
• Architects who build scalable, repeatable processes

Digital Reference: Where Financial Leadership Gets Verified

At Digital Reference, we believe in professional storytelling backed by structured data and social proof. Our platform is where fractional leaders can:

• Showcase their experience through verified portfolios
• Share references and testimonials that build trust
• Present thought leadership in a format designed for credibility

This guide is one of many ways we help professionals show the work behind the title.

Looking to hire a fractional CFO? Bookmark this list. Looking to become one? Let us help you build your digital footprint with purpose.

Want to Be Featured?

This is a living list and we’re always looking to highlight more professionals driving impact in the field. If you are—or know—a stellar NYC-based fractional CFO, reach out to us at Digital Reference.

We’re building the infrastructure that makes talent visible, verifiable, and more human.

Digital Reference is here to help - need more insight into the world of Finance Professions? - Check out below:

• What are Finance Professionals?
• Do I need a Finance or Accounting Consultant?
• Deep Dive into Finance Executive Responsibilities
• Outsourced CFO Services in the US
• US-Based Financial Advisors
• City Directories of Fractional CFOS
• Save some money -> Outsourced CFO services in India & Outsourced CFO services in Canada

If there is other content that you think we're missing that would help make Finance more authentic and transparent, let us know at hello@digitalreference.co . Thanks for reading! Keep work human!

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Take a Dive into OurRegional Guides to Fractional & Part-Time CFO Talent

Looking for financial leadership that fits your stage and budget? These city-by-city guides highlight vetted, independent fractional CFOs helping companies grow smarter, operate leaner, and plan with confidence.

Fractional CFOs in Ann Arbor Making Things Happen

Ann Arbor’s deep tech and academic ecosystem is supported by a growing cohort of CFOs who understand innovation, grants, and founder-led finance.

Fractional CFOs in Atlanta Making Things Happen

Atlanta-area fractional CFOs bring sharp financial discipline to fast-growing tech, logistics, and consumer brands across the Southeast.

Fractional CFOs in Austin Making Things Happen

In a city known for startups and scale-ups, these CFOs help Austin companies make smart capital decisions and operationalize growth.

Fractional CFOs in Chicago Making Things Happen

Chicago’s finance-savvy fractional CFOs support companies across manufacturing, logistics, tech, and services with pragmatic financial leadership.

Fractional CFOs in Dallas-Fort Worth Making Things Happen

From fundraising prep to financial operations, these DFW-based CFOs bring high-impact expertise to Texas’s most diverse business hub.

Fractional CFOs in Denver Making Things Happen

Denver’s startups and PE-backed firms are increasingly turning to fractional finance leaders who can help bridge vision and execution.

Fractional CFOs in Detroit Making Things Happen

Detroit’s resurgence is being shaped by finance professionals who know how to manage transformation—from legacy to modern systems.

Fractional CFOs in Houston Making Things Happen

Houston-based fractional CFOs offer clarity and control to companies navigating scale in healthcare, logistics, energy, and services.

Fractional CFOs in Los Angeles Making Things Happen

LA’s creative and tech-driven economy benefits from fractional CFOs who understand cash flow, venture expectations, and brand finance.

Fractional CFOs in Miami Making Things Happen

Miami’s capital influx and startup energy are backed by fractional CFOs helping local companies stay lean, fundable, and focused.

Fractional CFOs in Nashville Making Things Happen

Nashville-based CFOs are powering healthcare, SaaS, and creative businesses with the structure and insight needed for sustainable growth.

Fractional CFOs in Phoenix Making Things Happen

Phoenix companies are tapping into a new class of CFOs ready to support capital planning, margin strategy, and finance ops at scale.

Fractional CFOs in San Francisco Making Things Happen

In the heart of venture capital and product-led growth, these SF-based CFOs are helping startups move from story to sustainability.

Fractional CFOs in Tampa Making Things Happen

Tampa’s startup and services economy is supported by CFOs bringing strategic clarity to e-commerce, healthtech, and founder-led orgs.

Fractional CFOs in Washington DC Making Things Happen

DC’s nonprofits, govtech, and professional services firms benefit from fractional CFOs who understand compliance, complexity, and growth.

Careers are long, but life is short. Let’s build a more transparent and efficient financial consulting industry—together. Explore your options. Ask the right questions. And build your team—with transparency and trust.

– The Digital Reference Team