Free 30-Minute Joint Assessment
Stop Searching for the
Finance Unicorn.
There's a Better Way.
The finance analyst who can handle ERP systems, data schema, FP&A strategy, executive reporting, and hands-on spreadsheet modeling — all at a salary that can't buy even one of those skills at market rate.
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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.
"It's not the person. It's the structure of the hire. Statistics show you will not keep them — even when you find them."
90%
quit within 12 months — even when you find them
6–12mo
average search time before finding a candidate
$300K+
true cost of the function you're trying to hire into one role
A New Approach
Not fractional. Not offshoring.
Paul's templates + AI.
Most companies try to solve the finance function problem by going fractional or outsourcing offshore. Both still leave you managing people and waiting on deliverables. This is different — Paul's battle-tested CFO templates and frameworks, wrapped around Pandoblox AI, automate 90% of the manual work so your team gets the output without the overhead.
Paul's CFO Templates
Proven frameworks built from 10+ years advising mid-market boards — cash flow models, close process playbooks, board reporting packages. Not built from scratch. Ready to deploy on your data immediately.
⚡ Running in 1–4 weeks
Pandoblox AI Automation
AI agents built on your clean Signal data automate 90% of the repeated work — data ingestion, variance reporting, reconciliation, KPI tracking. No manual pulling. No errors. Always current.
⚡ Automates in 1–4 weeks
Board Ready in Weeks.
Broken close processes, disconnected forecasting, missing data infrastructure — fully resolved. Clean data foundation live, AI agents running on your systems, board-ready reporting as the default — not a fire drill.
🎯 Resolved in 8–12 weeks
Three Implementation Paths
Pick the path that matches your biggest problem right now.
Paul diagnoses. Pandoblox analyzes the data. You walk away with a concrete deliverable — not a slide deck.
PATH 1
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 Paul's templates, automated by Pandoblox AI on your own systems — trusted, board-ready, and running without manual intervention.
⚡ Something running in 1–4 weeks
PATH 2
Faster Book Close
"Month-end close still takes 15 days. It should take 5."
Paul's close process playbook mapped to your systems. Pandoblox AI handles the reconciliation, intercompany, and manual adjustments — compressing your close to 5 days or less.
🎯 Major fix in 8–12 weeks
PATH 3
Sales & Demand Planning
"Sales forecasts don't connect to demand planning or cash flow."
The handoffs mapped using Paul's forecasting frameworks, the breakpoints resolved by Pandoblox AI — one dashboard where sales, ops, and finance speak the same number.
🎯 Major fix in 8–12 weeks
What You Walk Away With
A concrete roadmap — not a slide deck.
Paul and the Pandoblox team map exactly where your gaps are and what it would take to close them — whether you work with us or not.
Total Cost of Ownership
Exactly what your chosen path costs — compared against what you're currently spending on the manual work it replaces.
ROI Projection
Time saved, errors eliminated, decisions accelerated — quantified so you can present a business case to your board or investors.
Implementation Timeline
What gets running in 1–4 weeks on your path, and what the full 8–12 week resolution looks like — step by step.
Paul's Template Package
The specific CFO frameworks and templates Paul would deploy on your path — so you understand what you're getting before you commit to anything.
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AI Automation Map
Which 90% of your current manual workflows Pandoblox AI eliminates — mapped specifically to your systems and your team's existing process.
No Commitment Required
The roadmap is yours regardless of what you decide. No pitch at the end. No obligation to proceed. Just a clear picture of where you stand.
