Turn Your Revenue Cycle Into a Competitive Advantage.
Expert O2C advisory for mid-market companies who are tired of rising DSO, billing disputes, and cash stuck in the pipeline. Senior-level expertise without the full-time price tag.
Two free AI-powered tools built on 25 years of O2C expertise. Enter your metrics, get an executive-grade analysis. No forms, no sales call required — just answers.
Free · Instant Report
O2C Health Diagnostic
Input your six core O2C metrics. Get a full health score, gap analysis vs. industry benchmarks, and a prioritized 90-day action roadmap — in under 2 minutes.
Overall O2C health score (0–100) with letter grade
Gap analysis across DSO, billing accuracy, CEI, and cash application
Estimated annual cash impact of your gaps
Industry-benchmarked comparison for your sector
Top 3 quick wins + 30/60/90-day strategic priorities
Downloadable HTML report you can share
Free · Custom Roadmap
DSO Reduction Playbook
Enter your company profile, current DSO, and billing metrics. Get a custom 90-day DSO reduction playbook with phase-by-phase actions, collections strategy, and a projected cash recovery timeline.
Live cash opportunity calculator as you type
Root cause diagnosis of why your DSO is elevated
3-phase 90-day playbook with specific actions per phase
Three structured engagements — from a fast diagnostic to embedded fractional leadership. Every engagement starts with a free discovery call.
Entry Point · Fixed Fee
DSO Reduction Strategy Session
A focused 2-hour working session with Daniel. We review your playbook results, pressure-test the priorities, and leave you with a clear, sequenced action plan you can execute immediately.
$2,500
Fixed fee · Single session · Includes prep + follow-up notes
Pre-session review of your AI playbook results
2-hour live working session with Daniel (Zoom)
Prioritized action plan with owner assignments
Written session summary + 30-day follow-up check-in
A comprehensive 30-day diagnostic of your entire Order-to-Cash function. Daniel comes in, assesses everything, and delivers a written report your team can act on — with or without continued engagement.
$7,500
Fixed fee · 30 days · Written deliverable you own
Structured interviews across O2C, finance, sales, and IT
Full process assessment: billing, AR, collections, cash app
DSO benchmarking against industry peers
SOX/controls gap identification
Written report: current state, key findings, prioritized gaps
Daniel embeds directly into your business as your senior O2C leader — attending meetings, managing your team, owning the DSO number, and driving strategic decisions that move cash. Not a consultant. A leader.
No intake forms. No pre-screeners. You talk directly with Daniel.
1
Try a free tool
Run the O2C Diagnostic or DSO Playbook. Get your score and gaps in under 2 minutes.
2
Book a free call
30-minute discovery call with Daniel. No pitch, no pressure — just a straight conversation.
3
Receive a proposal
Within 5 business days — scoped, priced, and written in plain language. No ambiguity.
4
We get to work
Most engagements begin within 2 weeks of signing. First progress update in week one.
About Daniel Martinez
20+ years in the seat. Not in the boardroom.
Daniel Martinez
Founder, CFO EXE · MBA, CMA, CCE
I spent over 20 years inside demanding finance organizations — managing billions in receivables, leading global teams of 200+, and driving the kind of operational transformations that most companies only attempt once. I built CFO EXE because I kept seeing the same problem: mid-market companies with serious revenue cycle challenges and no access to the caliber of O2C leadership that larger enterprises take for granted.
When you work with me, you're not getting a generalist consultant who learned O2C from a framework. You're getting someone who has sat in the seat, owned the DSO number, managed the team, and delivered results under real organizational pressure.
CMA · IMA #44144MBA · Corporate FinanceCCE · NACMASC 606 CertifiedSOX Control Design
RSM US LLP
Global O2C Leader
$4B+ revenue · 210 FTE · $3M+ savings
Broadridge Financial
Director, Finance Operations
$615M AR · 90% cash app automation
New Fortress Energy
Global Director, Revenue Operations
$10M+ delinquent AR recovered
FAQ
Common questions.
Our primary sweet spot is mid-market companies with $50M–$750M in annual revenue. The free tools work for companies as small as $20M. The more important variable is complexity — if you have multi-model billing, global AR, significant DSO challenges, or a transformation underway, you're likely a strong fit regardless of size.
Yes, completely free. You enter your email before the analysis runs — that's it. No credit card, no sales call required to use the tools. The analysis is powered by AI trained on 25+ years of real O2C operating experience. The paid services exist for companies that want hands-on implementation and accountability — not just a report.
A consultant delivers a report and moves on. CFO EXE embeds directly into your organization and is accountable to outcomes — DSO, cash performance, billing accuracy. You're getting someone who has actually managed $615M AR portfolios, led 100+ FTE offshore transitions, and automated 90% of cash application in production environments. Not a framework. Not a junior analyst team. Daniel, directly.
Absolutely. The DSO Strategy Session is designed as a standalone, high-value engagement. Run the free playbook tool first, then bring your results to the session. In 2 hours you'll leave with a specific, sequenced action plan your team can execute without any additional engagement. Many clients start here before moving to the Health Assessment or fractional retainer.
Most engagements begin within two weeks of signing the engagement letter. The DSO Strategy Session can typically be scheduled within 5–7 business days of purchase. If you have an urgent need — a system go-live, a PE deal closing, a sudden O2C leadership departure — reach out directly and we'll discuss what an accelerated start looks like.
Direct operating experience across professional services (RSM US), financial services (Broadridge), energy and infrastructure (New Fortress Energy), SaaS and HCM platforms (Syniti, PrimePay), and staffing/HR (Adecco). O2C principles translate across industries, but nuances — revenue recognition, billing complexity, collections sensitivity — vary significantly. We bring industry-specific context, not a generic framework.
No Pitch. No Pressure.
Ready to fix what's bleeding cash?
Start with a free tool, or book a 30-minute discovery call directly with Daniel. We'll spend the time on your situation and tell you honestly what we see — and what we'd do about it.
