INTERIM CFO · FINANCE TRANSFORMATION · DIGITALIZATION · INTERNATIONAL FINANCE

Your finance function.
Built for what’s next.

Technology-first finance leadership for companies at an inflection point. We assess what is holding finance back, build what the business needs, operate it with discipline, and transfer a stronger function to your team.

Nearly 20 years of finance leadership U.S. + International Experience Business / unit scale up to ~$100M
Finance leadershipWorking capitalFP&A + reportingControls + systemsTransaction readiness

FRACTIONAL CFO SERVICES · DALLAS-FORT WORTH

Strategic finance leadership for growth, transformation and digitalization.

Cross Border CFO provides fractional CFO and finance department leadership for businesses across Dallas-Fort Worth and beyond. Engagements can span strategy, growth planning, finance transformation, cash flow, FP&A, ERP and SaaS systems, AI and automation, transaction readiness, accounting and bookkeeping oversight, and coordination with tax professionals.

WHAT WE DO

Finance that moves from reporting history to shaping what happens next.

We combine senior finance leadership with hands-on execution. The goal is not another deck of recommendations—it is a finance function that works better.

01

Fractional CFO Leadership

Senior finance ownership during growth, transition, pressure, or leadership gaps.

02

Finance Transformation

Rebuild reporting, controls, processes, systems, roles, and accountability around the needs of the business.

03

Cash & Working Capital

Improve visibility into cash, receivables, payables, inventory, margins, and the operating decisions that drive liquidity.

04

Digitalization & Technology

ERP, SaaS, AI and automation for finance—improving workflows, data visibility, systems integration and scalable execution.

05

Transaction & Audit Readiness

Strengthen the finance environment before capital raises, diligence, acquisitions, audits, and other high-scrutiny events.

06

Cross-Border Finance

Bridge headquarters expectations and local operating realities across international structures and expansion.

FULL FINANCE DEPARTMENT LEADERSHIP

From strategy to the accounting foundation underneath it.

A CFO cannot lead from unreliable books. We can oversee the broader finance function—including accounting operations, bookkeeping quality, close and reporting processes—and coordinate tax requirements with the company’s tax professionals. This connects day-to-day financial accuracy with higher-level strategy, growth and transformation.

OUR OPERATING MODEL

Assess. Build. Operate. Transfer.

A practical path from diagnosis to a finance function your organization can rely on.

01

Assess

Understand the business, pressure points, data, people, processes, controls, systems, and immediate risks.

02

Build

Design the reporting, processes, controls, models, technology, and team structure the company needs next.

03

Operate

Run the function alongside management, establish cadence, drive accountability, and turn information into action.

04

Transfer

Leave behind a stronger operating rhythm, documented processes, capable people, and a finance platform built to continue.

INTERNATIONAL EXPERIENCE

Finance leadership built for international business.

International experience for U.S. businesses since 2007 spans finance-function buildouts, treasury, controls, ERP implementation, FDI strategy, management reporting, compliance, transfer-pricing coordination, profit repatriation, and international expansion.

We help management bridge headquarters expectations with local operating realities while protecting visibility, accountability, and investment.

SELECTED EXPERIENCE

  • Manufacturing
  • Technology & smart devices
  • E-commerce & trading
  • Medical devices
  • Food & beverage
  • Professional & legal services
  • Clothing & Apparel
  • Software

SYSTEMS

NetSuite · Oracle · Sage · QuickBooks · Xero · Kingdee · Yonyou · Procore · WinFashion

20YEARS

Nearly two decades helping U.S. and international businesses strengthen finance and prepare for growth, funding, audits, and transactions.

LEADERSHIP

Led by Daniel Galimberti, CMA.

Daniel is an fractional CFO and finance transformation executive who has worked with companies from start-up size and middle-market businesses, to Fortune 500 companies, and publicly listed organizations. He has provided interim finance leadership to businesses and business units with revenues up to approximately $100 million and led or coordinated finance teams of up to approximately 30.

Based in Dallas–Fort Worth, he brings an operator’s mindset to every engagement: reliable information, clear accountability, and disciplined strategic execution.

Certified Management Accountant (CMA) B.S. in Accountancy
California State University, Northridge
Co-Founder, eCFO Asia
19+ years
Chapter Chair
Financial Executive Networking Group · 6+ years
Computer Science Certification
Le Wagon
Full Annual Government Scholarship
Shanghai University of Finance & Economics
Languages
English · Mandarin Chinese · Spanish

ONWARD. NO BORDERS.

When advice alone is not enough, bring in an operator.

Start a Conversation

FRACTIONAL CFO FAQ

Common questions from growing businesses.

What does a fractional CFO do?

A fractional CFO provides senior finance leadership without requiring a full-time CFO hire. The role can include strategy, forecasting, cash flow, profitability, management reporting, finance-team leadership, systems, controls and transaction readiness.

Do you work with companies in Dallas-Fort Worth?

Yes. Cross Border CFO is based in Dallas-Fort Worth and works with DFW businesses as well as companies with broader U.S. and international operations.

Can you help with ERP, AI and finance automation?

Yes. Digitalization is part of the finance transformation offering, including ERP and SaaS environments, AI-enabled workflows, automation, systems integration and management data.

Do you handle bookkeeping and taxes?

We can lead and oversee the finance and accounting function, including bookkeeping quality, close processes and reporting, and coordinate tax matters with the appropriate tax professionals. The engagement is designed around the company’s broader finance needs.

START A CONVERSATION

What does your business need next?

Tell us where finance is creating friction or where the business is headed. Your contact details are submitted privately and no email address is published on this site.

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