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Finance

Hire the Top 1% of Finance Consultants

These are CFOs and VPs of Finance who scaled real companies, not advisors selling templates. Most clients here run $1M to $100M brands trying to grow without running out of cash.

See the operators

About MentorPass

Est. 2020·10,000+ engagements·4.97avg rating

Nomit Shah

CFO at Pet Honesty, former CFO at Onnit (acquired by Unilever)

Travis Bowe

CEO of Onnit, former CFO and VP Finance at ONE Brands

Juliana Haddad Litterio

CPG CEO and CFO with a 9-figure exit, 25+ years in global CPG

Vetted operator

The list

The 6 best finance consultants

Ranked by depth of operating experience and what clients say after a session. Every person here has owned a budget, closed the books, and made a payroll, not just modeled one in a spreadsheet.

  1. 01Nomit Shah

    Nomit Shah

    Vetted operator

    CFO at Pet Honesty, former CFO at Onnit (acquired by Unilever)

    Nomit was CFO at Onnit before Unilever bought it, and has run finance at Pet Honesty, TopGolf, and Promix. He scales consumer brands from startup to exit, building the capital strategy that drives enterprise value. If you want someone who has taken a brand all the way through an acquisition, start here.

    Capital strategyM&A

Finance sub-capabilities

Go deeper into finance

FP&A / Financial Modeling

Financial planning and analysis — the modeling layer underneath every business decision.

Ravi MelwaniLed by Ravi Melwani

Sound familiar?

From stuck to a plan you can run this week

The problems founders bring our finance operators — and what they walk away with.

  1. Growth, limited by cash flow. We have the demand but the cash is always tied up in inventory.

    A cash flow model that shows exactly when money frees up, plus supplier terms negotiated to keep growth funded.

  2. We are struggling to hit profitability. Breaking even YTD due to rising competition and price compression.

The scope

What a finance consultant actually does

The work our finance operators take on, from first call to ongoing.

  • Cash flow model

    Build a rolling forecast that shows how much cash you need over the next few months and when inventory frees it back up.

  • Unit economics review

    Pressure-test your CAC, LTV, AOV, and contribution margin down to the SKU level before you scale spend.

  • P&L and COGS rebuild

    Set a real COGS structure and a net margin and EBITDA target that growth can actually sustain.

  • Fundraising and acquisition financing

    Map credit lines, debt, and financing options, including using assets and audited financials to fund a deal.

  • Finance systems and cadence

    Stand up the budgeting, monthly close, and reconciliation cadence so your finance function can scale with you.

How MentorPass works

The easiest way to hire a finance consultant

Find your expert, book a call, solve your problem — and keep them on when you’re ready.

  1. 1. Find your consultant

    Browse the ranked list of vetted operators. Every profile shows their track record, the brands they’ve scaled, and exactly what they go deep on.

  2. 2. Book a call

    Pick a time and share your context up front. They review it before you meet — no spending the first 20 minutes on background.

The guide

What to know before you hire a finance consultant

What a finance consultant does

A finance consultant helps you make money decisions with real numbers behind them. In practice that means building a cash flow model, reviewing your unit economics, rebuilding a P&L, setting a budgeting cadence, or pressure-testing how you would finance a deal. Most founders who come here are not looking for an accountant to close the books. They want an operator who has run a finance function and can tell them whether the fundamentals are sound before they borrow, spend, or scale.

The most common problem we hear is cash. Growth limited by cash flow, money tied up in inventory, a loan that got spent on operations instead of expansion. Close behind it: unit economics that don't add up, and a P&L that says the business is breaking even when it should be profitable. A good finance consultant works on exactly these, and connects the math to the operating decisions that drive it.

What to look for when hiring one

Look for someone who has owned a budget, not just modeled one. The difference shows up fast. An operator who has run finance at a real brand gives you specific examples from their own books instead of generic frameworks. Ask what they actually built, what the numbers were, and how a decision played out. If the answers are concrete, you are in the right room.

Fit by stage and industry matters too. A CFO who scaled a CPG brand to an exit sees different risks than one who runs a SaaS model. Match the person to your business. Most finance clients on MentorPass run DTC or ecommerce brands, which is why much of this roster comes from that world.

Why founders use MentorPass for finance

Most founders can't justify a full-time CFO and don't want to sign a fractional CFO to a monthly retainer for a single question. MentorPass lets you book a real one by the session. The people here have sat in the CFO seat at brands like Onnit and Pet Honesty, run finance and operations at DTC companies like Obvi, and led businesses to 9-figure exits.

They solve problems in the time it takes to have a call. One client came in confused by a cash flow document and left able to use it on their own business. Another pressure-tested a DTC thesis and walked out with the gaps in their thinking named. You bring the question. They bring the experience of having answered it before with their own money on the line.

Proof

Results from these finance consultants

Average rating
5★

Average rating

Written reviews
11

Written reviews

Sessions booked
49

Sessions booked

Expert operators
5

Expert operators

Ravi was exactly the conversation I needed. I came in trying to pressure-test a business hypothesis in the DTC space and left with the thesis sharpened, the gaps in my thinking named, and a much clearer view of which pieces would land with operators and which wouldn't. What stood out: * He doesn't generalize. When I floated something, he'd give me a real example from his own operations and then push back on the parts that didn't match how mid-market DTC actually behaves. That kind of specificity is rare in a 30-minute call. * He validated the model, not just the problem. A lot of mentors will agree the problem exists; Ravi went further and walked me through which structural pricing/packaging choices would actually feel right to a DTC operator getting pitched — and which ones would get politely ignored. * He gave me honest pushback. When I asked the easy questions, he answered the hard ones. He surfaced reasons a founder wouldn't engage with what I'm building, which was way more useful than another round of affirmation. If you're building anything where DTC operators are the buyer — finance tooling, supply-chain software, vendor-side services — Ravi is one of the highest-signal 30 minutes you can spend. Thanks Ravi.

Why MentorPass

MentorPass vs. the alternatives

When you need finance help, you have four options. Here's how they actually stack up.

MentorPassAgenciesFreelance marketplacesFull-time hire
Time to first callThis weekWeeks of pitchesDays, hit or miss2–3 months

Industries

Where our finance operators have done it

Real reps in these verticals, not theory. The kind of pattern-matching that only comes from having shipped in your category.

  • E-commerce Finance ConsultantsFinance operators who've built and scaled DTC and online retail brands.
  • CPG Finance ConsultantsFinance operators who've scaled consumer packaged goods brands in retail and DTC.
  • Agency Finance ConsultantsFinance help built for agencies and professional service firms.
  • B2B SaaS Finance ConsultantsFinance guidance for B2B software and platform companies.
  • B2C SaaS Finance ConsultantsFinance guidance for consumer apps and subscription products.
  • Media Finance ConsultantsFinance for media, content, and publishing brands.

FAQ

Frequently asked questions

What does a finance consultant actually do in a session?

It depends on what you bring. Common sessions cover a cash flow model, a unit economics review, rebuilding your P&L, or pressure-testing financing for a deal. One client came in to understand a cash flow document and left able to apply it to their own business.

How much does it cost?

You book by the session, so there is no retainer or long contract. You get a real CFO's time for the length of a call instead of paying a fractional CFO every month.

How are these consultants vetted?

Every person on this list has owned a real P&L. We rank by operating depth and client reviews. Ravi Melwani, for example, holds a perfect rating, and Leon van der Laan has run 20+ sessions.

Related capabilities

OperationsSee all capabilities

Hire a finance consultant who's done it before

Pick a consultant and book a call — or tell us what you're working on and we'll route you to the right operator in the network.

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Hire Founders & Operators from Top Brands

CPG finance
Fundraising
View profile
  • 02Travis Bowe

    Travis Bowe

    Vetted operator

    CEO of Onnit, former CFO and VP Finance at ONE Brands

    Travis ran finance at ONE Brands and Amplify Snack Brands before becoming CEO of Onnit. He has sat in the CFO seat and the CEO seat at category leaders, so he reads your numbers the way an owner does. Useful when you need finance advice that connects to the whole business, not just the ledger.

    CPG growthP&L ownershipOperationsScaling
    View profile
  • 03Juliana Haddad Litterio

    Juliana Haddad Litterio

    Vetted operator

    CPG CEO and CFO with a 9-figure exit, 25+ years in global CPG

    Juliana has spent 25+ years in global CPG as both CEO and CFO and led a business to a 9-figure exit. She works with founders and boards through growth inflection points, M&A, and restructuring. Bring her the moments where the financials and the operating decisions collide.

    M&ARestructuringScalingBoard strategy
    View profile
  • 04Leon van der Laan

    Leon van der Laan

    Vetted operator20+ sessions

    Fractional CFO and COO, 25 years in leadership and organization

    Leon is a fractional CFO and COO who helps 7-figure ecommerce brands and agencies build a self-managing organization. With 25 years across leadership and finance, he sets up the systems and cadences that let founders step out of the day-to-day. Clients leave with a clear roadmap, not just a diagnosis.

    Fractional CFOSystemsEcommerceOrg design
    View profile
  • 05Ravi Melwani

    Ravi Melwani

    Vetted operator

    VP of Finance and Operations at Obvi

    Ravi runs finance and operations at Obvi, one of the better-known DTC supplement brands, and his reviews average a perfect score. Clients say he gives real examples from his own operations instead of generic advice, and that he understands both the DTC and retail sides, which is rare. The highest-reviewed operator on this list for a reason.

    DTC financeCash flowUnit economicsOperations
    View profile
  • 06Greg Faustini

    Greg Faustini

    Vetted operator

    Founder at Proper Growth, CFO and ops partner for DTC brands

    Greg runs Proper Growth, where he serves as CFO and operations partner for $5M to $50M ecommerce founders. He brings financial clarity and operating discipline so brands scale profitably without breaking. Good fit if you are growing fast and the numbers have outgrown your spreadsheet.

    DTC financeProfitabilityFractional CFOScaling
    View profile

    • A rebuilt P&L with a real net margin and EBITDA target, and the cost structure to actually get there.

  • Do my unit economics make sense? Margin, CAC, AOV, I'm not sure the numbers add up.

    SKU-level economics you trust, with CAC, LTV, and contribution margin you can defend before you spend another dollar.

  • Finances is one of my weaknesses. I've never budgeted or had any structure or process.

    A budgeting cadence and a P&L and balance sheet you can read, so you make decisions from numbers instead of feel.

  • We only have a few days left to close the deal and need additional funding options for an acquisition.

    A financing plan that uses the acquired company's assets and audited financials to fund the deal on time.

  • We'd be happy to borrow cash to grow faster, but I want to be certain the fundamentals are where they need to be.

    An honest read on the fundamentals first, so you take on debt to accelerate strength, not to paper over a hole.

  • Profitability turnaround

    Find where margin is leaking and build the plan to move the business from the red back into the green.

    • 3. Leave with a game plan

    Get specific, prioritized advice you can act on this week — and keep working with them ongoing if it clicks.

  • Keep them on

    Found your match? Keep your finance operator on as an ongoing advisor as you scale.

    • From a session with Ravi Melwani
    The session with Leon was incredibly valuable. He is an experienced company and systems builder and is happy to share his learnings. I left with a clear roadmap and will make sure to book another session with him.
    From a session with Leon van der Laan
    Enjoyed the session and learned from the breadth of experience of travis.
    From a session with Travis Bowe
    I had an incredibly valuable session with Ravi, and I’m genuinely grateful for his time and insights. I came to the session hoping to better understand a cashflow document his company uses, and not only did he walk me through it with great clarity and detail, but he also helped me view it through the lens of my own business. He was a fantastic listener—patient, thoughtful, and genuinely invested in understanding my needs. What really stood out was how open he was about his own business processes, which gave me practical, real-world context that I could apply immediately. His approach was generous and transparent, and he never made me feel rushed. He even welcomed the idea of future sessions, which I truly appreciate. Overall, I left the session with much more clarity and confidence, and I’m looking forward to learning more from him in the future. Highly recommended!
    From a session with Ravi Melwani
    Who you actually getTop 1% finance operatorsJunior account managersUnvetted freelancersHard to find senior talent
    Proven at your stageBuilt & scaled real brandsA playbook, not your contextVaries wildlyIf you can afford them
    CommitmentPer call — no lock-inMonthly retainerPer projectSalary + equity
    CostPer session$$$$ / month$$ / project$$$$$ + overhead
    Ongoing supportKeep them on as an advisorLocked into scopeChurn and rehirePermanent headcount
    Marketplace Finance Consultants
    Finance for multi-vendor marketplaces and platforms.
    Can they help me raise money or finance an acquisition?

    Yes. Several have done it directly. Nomit Shah took Onnit through an acquisition, and others have advised on credit lines, debt, and using a target's assets and audited financials to fund a deal on a tight timeline.

    My finances are a mess and I've never budgeted. Is that a problem?

    No. Plenty of founders book exactly for this. You can start with the basics: how to read your P&L and balance sheet, set a budgeting cadence, and build the structure you have been missing.

    Can I keep working with the same person?

    Yes. Many clients rebook. One founder said they left with a clear roadmap and would book Leon again. You can return to the same consultant as your numbers change.