You have no legacy finance org to fight. That's the whole advantage.
Finance built the standard way in 2025 is already legacy in 2026 — and most companies will spend years bolting AI onto it. Yours isn't built yet. So I wire the close, the model, and the data layer from month one, then stay in the seat to read the numbers for your board.
Series A–B · SaaS & tech first| Metric | Value | YoY |
|---|---|---|
| Net revenue retention | 114% | +9 pts |
| Gross margin | 78% | +3 pts |
| CAC payback | 11.2 mo | -2.8 mo |
| ARR growth | 31% | +6 pts |
| Rule of 40 | 47 | +8 pts |
Operator Jensen Carlsen — a finance-and-data operator: unit economics, modeling, and margin work, now building AI-native finance at enterprise scale.
The full stack — finance, data, and AI
Finance Operations & Modeling
The operator work — financial planning, budgeting, modeling, and the unit economics that surface what is actually happening in the business. Close, reconciliation, and board-ready reporting, built into systems from day one rather than assembled in a spreadsheet.
Data Systems & Pipelines
The layer beneath finance: data pipelines, warehouse models, and analytics infrastructure that turn raw transactional data into the metrics that drive decisions. Built to last and to be owned internally — not to demo.
AI-Native Integration
Extending the finance and data foundation into AI — automated close and reconciliation, an analytics layer under the board pack, and decision tooling, so a small finance team runs what used to take a full one.
The question isn't who your fractional CFO is. It's whether finance runs on 2025 or 2026 architecture.
Launch Stack
The thesis, in briefStill doing the board numbers by hand the night before the call? You don't need a $220K VP Finance yet — you need the close, the model, and the burn wired into a system you own, run by an operator who reads it, not just runs it.
Teardown, build, operate
The entry point. A bounded diagnostic: I rebuild your model, map channel/segment margin, and hand you a 90-day roadmap — a working deliverable that's yours to keep, no retainer required.
- Rebuilt P&L + cash/burn model
- Channel- or cohort-level margin analysis
- Data + close-process audit
- 90-day prioritized action plan
- Portable — yours whether or not we continue
The scoped build most fractional CFOs can't offer: finance wired AI-native from the start (close, unit economics, data pipelines, first automation), delivered as a working system, not a deck.
- Close + reporting stack, stood up
- Unit-economics + burn/runway model, live
- Data foundation: pipelines feeding one source of truth
- First AI automation layer into finance
- Fixed price · defined deliverable · defined end
The retainer that follows a Build — I stay in the seat to run the system and, more importantly, read it: the judgment the tooling can't provide. The core relationship. SaaS/tech engagements price at the top of the band.
- Monthly FP&A cadence: close, variance, board pack
- Scenario modeling + the read on what to do about it
- Advanced metrics: cohorts, LTV, payback, margin by segment
- Fundraising support and investor reporting
- Ongoing ownership of the AI-native finance stack
- ~10–20 hrs/mo · 2 clients at a time
A dedicated fractional operator running finance as core infrastructure through a raise or an inflection — priced in full-time-CFO territory because it's more senior and includes the build. Reserved for one engagement at a time.
- 40+ hrs/mo · dedicated operator
- Full AI-native finance build + ongoing operation
- Data warehouse + pipeline architecture
- Board presentations and M&A readiness
- Custom decision tooling and scenario infrastructure
Add-onsFP&A automation · Financial data pipelines · AI analytics · Board reporting · Scenario modeling
Send a brief
Two clients at a time. One point of contact. If the engagement is right for both sides, it moves fast — most calls happen within the week.
Come with your numbers, your fundraising timeline, or just a clear articulation of what's broken. I'll take it from there on the call.
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