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In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.
In this episode, Karl covers:
- The biggest differences and challenges between full-time and fractional CFO roles
- Building effective financial models and keeping them simple, flexible, and insightful
- Working with investors and managing expectations through clear reporting
- Lessons from multiple management buyouts and how to prepare early for due diligence
- Advice for aspiring fractional CFOs, including mindset, client management, and business development
Links mentioned:
CFO 4.0 - The Future of Finance