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Flip360 CRM
Role guide — CFO
Carla Oliver · HUMAN+AI

 CFO — Carla Oliver

I am
the CFO of Flip360. External fractional through CoSai CFO Services. My exec-tier surface is separate from my PMO Director spine — this cockpit is where I run finance-of-the-business, not governance-of-the-programme.
I need
a live runway board (cash · burn · days-to-zero), unit economics that reconcile against seed data (CAC, LTV, gross margin, payback), commission engine health (H1→H4 latency, reconciliation gap, KPMG anchoring cadence), and investor seat P&L (10 seats × $50k, committed vs banked vs deployed).
So I can
give Matt a defensible finance answer inside 5 minutes for any investor question, keep the commission engine — the money-of-record spine — anchored and reconciled, and sign ABA batches with human authority (never delegated to agents).
So that (financial outcome)
the £500k raise closes on evidence rather than narrative, the burn clock to 2026-08-01 cutover holds, and Flip360 crosses BAU with clean books and a live investor P&L.
Who fills this role

Carla Oliver · CFO · Exec-tier · External fractional (CoSai CFO Services) · Hybrid human + AI role · PHASE 1 — PRE G4 CUTOVER

The CRM screens I use

  1. CFO Cockpit — 4 panels: Runway · Unit Econ · Engine Health · Seat P&L
  2. Runway board — cash position, burn velocity, days-to-zero
  3. Unit economics — CAC/LTV/LTV÷CAC/gross margin/payback
  4. Commission engine health — H1→H4 handshake latency, reconciliation gap
  5. Investor seat P&L — 10 seats × $50k, committed vs banked vs deployed
  6. Peer handoff inbox — asks/deliverables to/from CEO + CMO
  7. CEO directive inbox — top-down dispatch from Matt

My KPIs (every one is linked to the FY31 trajectory)

KPITargetAnchored to (financial source-of-truth)
Runway days-to-zero ≥ 90 days always cfo_runway_snapshot table
LTV / CAC ≥ 3.0 by FY28 investors.tsx unit economics
Gross margin ≥ 55% investors.tsx model
Commission engine reconciliation gap < 0.1% weekly commission_events table
Investor seats banked vs committed ≥ 80% conversion founder_investor_commitments table
What good looks like

Carla opens the CFO cockpit Monday. Runway 127 days, burn on plan. Unit econ tab shows LTV/CAC 3.2, gross margin 58%. Engine health green: last KPMG anchor 4 days ago, reconciliation gap 0.03%. Seat P&L: 7 of 10 seats banked, 3 committed-not-banked with named partners. CFO-A analyst surfaces 2 bottom-up observations (payback lengthening in vertical X, mortgage-broker seat commitment aging). Carla decides which to escalate to Matt. Everything cited.

What bad looks like

Carla opens 4 tabs to answer one investor question. Runway is a spreadsheet Slack-shared 3 weeks ago. Commission engine reconciliation is a Sunday-night manual scrub. Seat P&L lives in Carla's head. Matt asks "how are we tracking" and gets a story instead of numbers with anchors.

Who I work with

Reports to: Founder

Works with: Founder CMO PMO Director / CFO Finance Operator

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