Complimentary Joint Assessment
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Paul Notaras
CFO Advisor & Finance Strategist
Former Merrill Lynch Global Capital Markets. First CFO at Rustic Canyon Partners VC. A decade advising mid-market CEOs, CFOs, and boards at Financial GPS.
Stop Searching for the
Finance Unicorn.
There's a Better Way.
The hire you're looking for doesn't exist — or won't stay. Paul Notaras and the Pandoblox team will show you what mid-market companies do instead.
"It's rare that you're going to find that in one person. And if you do, you're pretty lucky. You may not keep them. It's not person-specific. It's the structure of the hire."
— Paul Notaras, CFO Advisor | Financial GPS
10+
Years advising mid-market boards
$0
Cost to you. No commitment.
2–3
Sessions. Clear roadmap output.
The Problem
You can't find the right hire
The skill set you need doesn't exist in one person at the salary you can offer. And if it does, they won't stay.
Your team is buried in manual work
Even great finance people spend 60%+ of their time pulling data instead of analyzing it when the infrastructure isn't there.
Finance isn't in the room
Ops and marketing make decisions without finance because the numbers aren't trusted, aren't current, or aren't granular enough to act on.
It's costing you at the board level
Buyers and boards discount companies that can't answer basic questions about margins, customer concentration, and revenue confidence quickly.
Your finance team is being asked to do the work of a function — not a role.
The typical finance analyst job description asks for ERP expertise, data schema knowledge, FP&A strategic thinking, and executive communication — all at a salary that can't buy even one of those skill sets at market rate.
The result: reports that take two weeks. Margin problems discovered after the fact. Finance that generates reports instead of driving decisions.
24%
Finance time spent on manual reporting instead of analysis
40%
Of manual reports contain at least one significant error
5.2
Days lost per month waiting for reports to be compiled
$325K
What that $60K finance role actually costs when properly scoped
The Assessment
Pick the path that fits where you are right now
Paul diagnoses the strategic side. Pandoblox analyzes the data. Two to three sessions. You walk away with a clear roadmap — whether you work with us or not.
PATH 01
14-Week Cash Flow
"My cash flow report takes a week to build — and I still don't trust it."
A working 14-week rolling cash flow built on your own systems, plus the plan to automate it.
PATH 02
Faster Book Close
"Month-end close still takes 15 days. It should take 5."
The bottlenecks identified — reconciliation, intercompany, manual adjustments — with the data fixes that compress the timeline.
PATH 03
Sales & Demand Planning
"Sales forecasts don't connect to demand planning or cash flow."
The handoffs mapped, the breakpoints surfaced, and the dashboard that makes sales, ops, and finance talk in one number.
What actually happens in the assessment
2–3 sessions
No commitment required
No pitch at the end
01
Paul leads the strategic diagnosis
How well finance currently serves the business. Where the capability gaps are. What to fix, what to build, what to outsource. This is Paul's domain — a decade of doing this exact conversation with mid-market CEOs and CFOs.
02
Pandoblox handles the technical layer
ERP, CRM, and finance system analysis. Data maturity benchmarking. Where your reporting delays actually come from and what infrastructure would close the gap — without replacing the systems you already have.
03
You walk away with a clear roadmap
A prioritized plan of what to fix first, what it takes, and what it unlocks. Whether you work with us or not, the roadmap is yours. No commitment. No surprise pitch at the end of session three.
No commitment. No cost. No pitch.
The joint assessment is complimentary for mid-market executives. Paul brings the strategic finance expertise. Pandoblox brings the data and systems analysis. You bring your honest questions about where your finance function is falling short. That's all we need.
Who This Is For
The CEO
Needs finance to be a partner in growth decisions, not a department that delivers late reports and says no.
The CFO
Knows the team is capable but the infrastructure underneath them makes strategic work nearly impossible.
The COO
Making operational decisions without real-time margin and cash flow data — and starting to feel the consequences.
The PE-Backed Operator
Board is asking for clean data, predictable KPIs, and exit-readiness. The current infrastructure can't deliver any of them fast enough.
Built for mid-market executives who are done guessing
This is not for early-stage companies still figuring out product-market fit. This is for $50M–$500M operators who have outgrown their current finance infrastructure and need a clear picture of what's holding them back.
You've tried to hire your way out of a data or reporting problem — and it didn't work
Your board or investors ask questions finance can't answer quickly
Month-end close takes longer than it should and the numbers are still questioned
Finance is a reporting function, not a strategic partner in your business decisions
You're thinking about a transaction — or being asked to be ready for one
Book Your Session
