FP&A, Systems, and AI-Adoption Consultancy

Models, forecasts, and board reporting that hold up under pressure.

Fractional FP&A for SaaS companies and growing businesses that need financial leadership they can trust in front of investors, boards, and their own teams.

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10+ years leading FP&A across high-growth SaaS startups, PE-backed companies, and Fortune 500 enterprises

Hands-on experience implementing Adaptive and Pigment to modernize forecasting and dramatically reduce cycle times

Trusted by CFOs, boards, and PE sponsors to deliver the financial narrative behind major decisions

Drove adoption of AI-enabled tools and workflows across FP&A, reducing manual effort and accelerating reporting cycles

Sound Familiar?

"Our model breaks when investors dig in."

Your model should survive due diligence, not just look good in a deck. I build models tied to real operating drivers like revenue cohorts, headcount plans, and cash that hold up under scrutiny.

"We don't trust our forecast."

If leadership can't plan around the numbers, the forecast isn't doing its job. I build rolling forecasts with variance analysis your team will actually use to make decisions.

"Our board deck explains the past but not the future."

Boards and PE sponsors want forward-looking insight, not a recap of last month. I build reporting packages that tell a clear story about where the business is headed and why.

"We're making big decisions without clear numbers."

Hiring plans, pricing changes, expansion timing, acquisition targets. Every major decision should be grounded in a financial framework. That's what FP&A exists to provide.

"We know AI could help our finance team but don't know where to start."

AI can transform FP&A workflows, but only if it's adopted with purpose. I help teams identify where AI creates real leverage in forecasting, reporting, and analysis, and implement it without disrupting what already works.

Services

Who This Is For

SaaS Founders & Operators

Pre-Seed through Growth Stage

You're preparing for a fundraise, your board wants sharper reporting, or your model won't survive investor scrutiny. You need someone who's done this before, whether you're building it for the first time or fixing what's already there.

Fundraise Readiness Investor-grade models, data room materials, scenario analysis
Board & Investor Reporting Monthly packages with KPIs, narrative, and benchmarks
Financial Model Build 3-statement models tied to ARR, churn, retention, and real SaaS drivers
Fractional FP&A Retainer Ongoing VP-level financial planning and analysis

Business Owners

Triangle Metro & Nationwide

You're growing, adding complexity, and making financial decisions that carry real weight. A line of credit, a second location, a major hire. Your bookkeeper keeps the books clean. You need someone who can tell you what the books mean and where the business is headed.

Financial Health Diagnostic P&L teardown, cash analysis, prioritized action plan
Cash Flow Forecasting 13-week rolling forecast with clear reporting
Loan & Growth Readiness Lender-ready projections and scenario modeling
Fractional FP&A Retainer Ongoing monthly financial planning and support

VC & PE Firms

Portfolio Company Support

Your portfolio company's finance function isn't keeping up with the growth plan. You need someone who can get in, build the infrastructure, and get reporting to the standard your LPs and board expect. No long ramp-up, no learning curve on what PE-grade reporting looks like.

Portfolio FP&A Buildout Build or rebuild the finance function at portfolio companies from the ground up
Board & LP Reporting Standardized, investor-grade reporting packages across the portfolio
Post-Acquisition Integration Financial integration, model alignment, and reporting consolidation after close
Platform Implementation Adaptive, Pigment, or other FP&A systems deployed at the portfolio level

What You Get

Tangible outputs. Not decks about strategy.

Financial Model

A fully built or rebuilt 3-statement model tied to real operating drivers like revenue cohorts, headcount, and cash. Not top-down assumptions that collapse under questions.

Rolling Forecast

A forecast updated regularly, tied to actuals, with clear variance analysis. Your team knows where you're tracking, where you're off, and why.

Board & Investor Reporting

A reporting package that combines financials with narrative. Performance, KPIs, benchmarks, and a clear story about what's happening and what's next.

KPI Dashboard

The metrics that matter for your business, tracked and benchmarked. ARR, burn, CAC, LTV, net retention, all aligned to what your board and investors expect to see.

90-Day Action Plan

A prioritized roadmap of the financial infrastructure improvements that will have the highest impact in the next quarter. Clear, sequenced, actionable.

Systems & AI Implementation

Hands-on implementation of FP&A platforms like Adaptive and Pigment, plus adoption of AI-enabled tools and workflows. Replacing manual, spreadsheet-based processes with scalable, automated systems that your team will actually use.

Process

A clear engagement process with real timelines.

Phase 01

Deep Dive

Week 1-2

Data review, model audit, stakeholder conversations. I get a full picture of where your financials stand, where the gaps are, and what needs to be built or fixed before anything else.

Phase 02

Build & Fix

Week 2-4

Rebuild or refine the model. Align drivers to real operations. Clean up reporting. Deliver the outputs the business needs now: board decks, forecasts, dashboards.

Phase 03

Operate

Ongoing

Monthly forecast updates, board meeting prep, variance analysis, decision support. I stay embedded as your financial partner for as long as the business needs it.

About

This isn't theory. It's a decade of doing the work.

Matt Jones, Founder of Walk-Off Advisory

Walk-Off Advisory was founded by Matt Jones, a VP of FP&A who spent over a decade leading finance functions for high-growth SaaS and PE-backed companies. He's owned the forecasts, built the board decks, led fundraise models, implemented planning platforms, supported multiple acquisitions, and been the person in the room when the numbers shaped the decision.

This isn't an outsourced team or a junior analyst. When you engage Walk-Off Advisory, you work directly with Matt. The same person who's built, led, and scaled FP&A functions across every stage of growth.

Previous experience includes Apptegy, The Team (formerly Wasserman), Illuminate Education, and AT&T.

View Full Background on LinkedIn

10+

Years VP-Level FP&A

Adaptive + Pigment

Certified. Implemented. Multiple Times.

Every Stage

From Startup to Fortune 500

Direct

Access to Your Advisor

In Practice

Real examples. Real results.

Modernizing FP&A at a $100M ARR SaaS Company

A high-growth SaaS company was running its entire FP&A function on spreadsheets. Budgets took weeks, rolling forecasts were unreliable, and the reporting cycle was too slow for leadership to act on. I led the implementation of a modern FP&A platform, rebuilding the planning infrastructure with driver-based models and automated reporting.

Result: Reporting and forecast cycle times dropped significantly. Leadership had reliable numbers fast enough to actually make decisions with them, and board and PE sponsor reporting became consistent and investor-grade.

Building a SaaS KPI Framework from Scratch

A PE-backed SaaS company had no standardized financial metrics. Leadership and investors were making decisions without a shared understanding of CAC, LTV, retention, or cohort performance. I built a company-wide SaaS KPI framework and led the transition from Excel-based planning to a cloud-based FP&A platform.

Result: Weekly reporting to PE investors and lenders was built on a foundation of real metrics. Leadership had a shared language for evaluating performance, and the finance function went from reactive to forward-looking.

Finance Lead Through an Acquisition Growth Strategy

A large talent and entertainment company was executing an aggressive acquisition strategy. I served as the finance lead through multiple acquisitions, owning the diligence process, building financial models to evaluate targets, and integrating acquired businesses into the broader financial reporting structure.

Result: Finance was embedded in every deal from evaluation through close. The acquisition strategy contributed to significant revenue and EBITDA growth across the organization.

Financial Modeling for High-Stakes Content Negotiations

A Fortune 500 media and telecom company needed dedicated finance support for complex content deal negotiations with major studios and networks. I was the first finance hire on the content deal team, building financial models for offer strategies, analyzing market conditions, and providing real-time decision support during active negotiations.

Result: The negotiation team had financial rigor behind every offer. Models incorporated viewership data and industry benchmarks to strengthen the company's position across multiple high-value deals.

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