Schedule a call with Mark
The best place to start when you're transforming your organization.
Fractional CFO & COO Advisory
Senior financial and operational leadership, without the full-time overhead.
Growth creates complexity. At a certain point, the financial and operational infrastructure stops keeping pace with the business. Reports come in late. Cash flow feels unpredictable. Decisions get made on instinct because the data isn't there. That's where we come in.
We work directly with founders, CEOs, and boards to build the structure the organization needs to function at the next level. We build the models, establish operating rhythms, ask the hard questions, and stay until the systems hold on their own.
Where We Focus
Financial Leadership
- Cash flow planning and liquidity management
- Forecasting, budgeting, and scenario modeling
- KPI development and performance reporting
- Board, investor, and lender reporting
Operational Leadership
- Operating cadence and cross-functional alignment
- Process design built to scale
- Cost structure analysis
- Risk management, compliance, and governance
Systems and Infrastructure
- Finance and operations system modernization
- ERP, CRM, and analytics alignment
- Automation that shortens decision cycles and improves visibility
The OwlPoint Advantage
You get executive-level thinking without executive overhead. Every assumption is explained. Every model is built to be understood, not just handed over. We show our work and leave you with repeatable processes that continue to provide clarity after we’ve left.
This is not a retainer relationship designed to renew itself. The goal is to build something that works without us. When the infrastructure is solid and the team knows how to run it, our job is done.
Mark Masquelier, CPA, leads every engagement. His background spans CFO and COO roles across nonprofits, consumer products, and commercial real estate, with organizations ranging from $5M to $50M in revenue. He has built finance teams, modernized accounting systems, and stabilized organizations that had outgrown their structure.
When the infrastructure is right, decisions get easier. That's the point.
