Access the financial expertise your company needs to thrive.

Our trusted Fractional CFOs help companies solve problems, capitalize on opportunities, and build confidence in their financial health and future.

Reveal Financial
Challenges & Solutions

Gain Cost-Effective
Financial Leadership

Know Your
Finances Are Strong

Why 600+ Private Companies Have Chosen Rankin McKenzie

  • 30+ Partners, each with 15+ years of diverse experience
  • Rapid ramp up for faster time to value
  • Cost-effective alternative to FT hire
  • Flexible durations and in-person/remote availability
  • Quick access to experts at critical moments
  • Friendly, personable finance experts

Our Partners: The Rankin McKenzie Difference

Each year, Rankin McKenzie welcomes only a few select Partners.

We don’t rush our process because our clients’ success requires the best fractional CFOs, each with at least 15 years of relevant experience.

We don’t just look for financial geniuses; we select for personality and leadership skills, ensuring you look forward to collaborating with friendly, personable Partners.

It all adds up to satisfied clients and healthy private company finances.

Discover the right Partner for your business. Schedule a consultation now.

No Matter Your Financial Trajectory, We Can Help.

With a Rankin McKenzie fractional CFO, you gain access to experts who have successfully led private companies like yours through:
  • Financial Leadership / Advice
  • Strategic Financial Planning
  • Cashflow Optimizations
  • Admin Team Leadership
  • Regulatory Compliance
  • Reorganizations
  • CFO Turnover
  • Mergers & Acquisitions
  • Exits

Schedule a consultation now to meet the right fractional CFO for your business.

Financial Expertise When You Need It

Gain high-level financial leadership from seasoned CFOs whose experience empowers them to lead your:

  • Strategic Analysis & Planning
  • Investment & Capital Structure
  • Stakeholder Communication
  • Leadership & Decision-Making

Backfill a CFO vacancy or bring on a cost-effective interim expert with one of our trusted CFO Partners.

Schedule a consultation and we’ll pair you with the ideal Partner.

Our Clients Trust Us to Bring Results

Rankin McKenzie has served over 600 clients

Success Stories from Satisfied Clients

Beth is a fantastic partner! She is extremely responsive, intentional, and trustworthy. I refer clients to her because I know that she will be a valuable resource for them, even if the immediate opportunity is not a fit. She is a joy to work with!

Lesley H. Wilson, Senior VP

Corporate and Institutional Banking at PNC Bank

Senior VP

Upon starting our search, we had doubts about our ability to retain a highly competent finance person within our budgetary constraints who could handle maintaining our finances while also strategizing for the future. This made a fractional CFO like Anna a great fit. After interviewing Anna, we felt very comfortable that she had the right skills and temperament for the role. 

Anna is an experienced professional who has provided financial expertise and guidance to our company, while enabling us to get the right systems and processes in place to manage the daily requirements for finance and for reporting to investors. Anna has also done an excellent job of training people who are not finance professionals to handle the “everyday” work, which has greatly improved our efficiency as a company and enabled us to leverage Anna for higher-order needs. 

Most importantly, Anna has become a trusted advisor for the company – especially when managing complex decisions or new frontiers that the company has no experience with. When making these decisions, you can tell Anna really cares about the company and does everything in her power to fight for its success – which is critical in an early-stage business. 

I am not sure how we would have managed our finance function over the past few years without Anna, especially reporting, tax, and audit. Furthermore, Anna has had a lasting impact on several of our employees through mentorship and education. We are very grateful for her service to the company. 

Rob Delaney

Rob Delaney, CEO

Infinia ML

CEO

Steve Carnevale has been an exceptional CFO for Reveal Mobile, demonstrating remarkable expertise and dedication. He successfully completed our financial audit and implemented numerous accounting processes and procedures, significantly enhancing our financial management. Steve’s efforts led to the creation of a robust financial reporting package and a comprehensive multi-year financial forecast. Moreover, he streamlined financial information for the board, ensuring clarity and efficiency in our reporting. His contributions have been invaluable, and he has greatly strengthened our financial operations.

Brian Handly, CEO

Reveal Mobile

CEO

Hire what you aren’t proficient in! We were thrilled to have CFO Richard McGivney join our United Drug Supply Inc. team!

Samantha Godfrey, CEO

United Drug Supply, Inc.

CEO

Due to an unexpected medical situation, our CFO was going to miss 2 to 6 weeks of work – with little ability to communicate with us at all.  We contacted Rankin McKenzie and within a couple of days met with Angie, and she felt like a perfect fit.  She spent a few days with our CFO and quickly got up to speed.  It was a great comfort having her take over the day to day finances for a couple of months until our CFO was able to return to work full-time.

bruce battle

Bruce Battle, CEO

TrashMasters

CEO

I’ve had the fortune of working with Andrew at three different life science companies, all at different stages of growth, including during multiple complex equity and debt financings.  Andrew brings an ability to assess where an organization is currently situated, both financially and operationally, and the perspective of where the organization needs to improve in order to scale for growth.  He has demonstrated a solid ability to build strong teams while also being willing to roll-up his sleeves to get the work out.  I have greatly appreciated his knack for addressing potential challenges early and with well-researched solutions.  He has also demonstrated a high-level of stress tolerance and imparts a sense of calm to those around him.

John Stewart, Managing Partner

Forvis

Managing Partner

Beth Mullaney is thoughtful in utilizing her network to benefit others. In the end, she can listen, identify and find a solution to a problem. Regardless of whether they be short or long term solutions, she is engaged throughout the process to ensure that everyone is happy with the outcome and that there will be a true benefit to the client. She is strategic, highlights her team, and has successfully grown the service offerings along with becoming a partner in the organization. She is a visionary that can take on implementation and execution. I am glad Beth is part of my network and someone I respect for guidance.

April Mills, Client Relationship Executive

Fox Rothschild LLP

Client Relationship Executive

We hired Kim right before we switched from QuickBooks online to NetSuite. With her guidance, we were able to make the right decisions and setup NetSuite in the most efficient way. In addition, she implemented a closing process for our accounting team, which enables us to get financials ready in a timely manner. We love her honest feedback and suggestions to make our accounting team more efficient. She understands our business!

 

iris bowman

Iris Bowman, Vice President of Operations

Celito.net

Vice President of Operations

Tom’s expertise and thoughtful approach was key to driving our growth and professionalizing our organization. He helped us think about our business in ways we hadn’t previously and unlocked areas of investment we hadn’t contemplated. Further, Tom’s caring and professional approach has enabled us to navigate difficult choices with confidence and clarity. During our 5+ years of working with Tom, he has not only been a great advisor and CFO but has also grown into a professional friend as well.

Kurt von Koch, CEO

FM:Systems

CEO

Alex has been crucial to our success and immense growth as an organization.  With Alex’s exceptional knowledge of non-profit organizations and professionalism, we did not hesitate to hire her to help us grow as a company like no one had before.  Alex is conscientious, fair, and diligent.  She has moved us from cash to accrual accounting, assisted in training staff, supported the development of detailed budgets and financial statements, participated in several hirings, and has helped us increase the timeliness of our reporting. 

 

Paula Malzone, Finance Chair

Interfaith Prison Ministry for Women

Finance Chair

How It Works

3 Steps to Financial Clarity

2

Get matched with a trusted CFO to address your challenges and identify opportunities.

1

Schedule a consultation with a Managing Partner, identifying your needs and goals.

2

Get matched with a trusted CFO to address your challenges and identify opportunities.

3

Gain clarity and confidence in your company’s finances, unlocking growth potential.

Take the first step. Schedule a consultation with Managing Partner, Beth Mullaney.

About Rankin McKenzie

Rankin McKenzie is a trusted partner to private companies, providing quality, cost-effective CFOs across every industry.

Available on-site in the Triangle region of North Carolina or remotely otherwise, our Partners’ flexible commitment durations and part-time/interim availability gives you the right-sized access to financial leadership.

Whether you’re navigating an exit, an acquisition, a downturn, or the loss of a CFO, we’ve helped companies just like yours identify their challenges and execute solutions that bring real results and value.

If your private company could benefit from the high-level leadership of a CFO, set up a consultation with Beth Mullaney, Managing Partner, and meet the right Partner.

FAQs

Private companies’ unique needs require the specialized expertise of CFOs whose experience can turn any financial challenge or opportunity into an optimal outcome.

Rankin McKenzie’s experienced CFOs give private companies cost-effective access to top financial experts, helping them navigate exits, acquisitions, downturns, restructuring, or CFO churn with ease and confidence.

Having served over 600 clients, we know what it takes to bring stability and profitability to private companies, no matter their industry or current financial health.

Rankin McKenzie sets itself apart by operating as a cohesive team of full-time Partners rather than a loose network of independent consultants.

We prioritize matching CFOs to clients based on executive team dynamics, personalities, and company culture, not solely financial needs and experience. 

Lastly, the tenure of our Partners and the average length of our client engagements is unparalleled in the industry, reflecting our commitment to building lasting, effective partnerships.

Matching you with the right Rankin McKenzie partner begins by discussing your specific needs and goals, plus building an understanding of the personalities on your team.

Once we have an understanding of your requirements, we’ll introduce you to one of our trusted Partners whose experience and expertise are the ideal fit for your company, giving you access to a CFO on your terms.

Rankin McKenzie takes a measured approach to selecting and vetting partners. We discover many new Partners via referrals from existing Partners or actively recruiting top CFOs, each with a minimum of 15 years of experience.

We look for a career history of success, necessary certifications and education, plus conduct personality analyses to ensure they’re a pleasure to work with and have the necessary leadership skills.

Finally, each candidate is interviewed by our Managing Partners with only the top candidates joining us as Partners.

A cost-effective alternative to a full-time hire, as you receive a seasoned CFO for only the time you need.

Once we identify your needs, we’ll pair you with a Partner whose rate best matches your budget—and the skills that match your requirements.

To get pricing tailored to your needs, plus answers to your questions, schedule a consultation now.

Rankin McKenzie serves diverse clients across many industries. Traditionally, we’ve served clients in:

  1. Service Businesses
  2. Medical and Biotech
  3. Technology & SaaS
  4. AgTech
  5. Pharma & CRO
  6. Not for Profit
  7. Construction & Real Estate

However, thanks to the skills and experience of our 30+ Partners, we help private companies in any industry or vertical.

Not ready for a consultation—or need answers now?

Call us at (919) 380-1793.

Schedule Consultation

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